Hello,
As per the attached document about the ETS system. I need more information on the following:
1. What is the form (form fields) that you need to fill when the potential client calls in? (like Name , Tel No, .... ) is it the same as what is there in phase 2 of the doc Inquest/Lead data base ??
2. Who would be creating Advisors and would the PA have roles based access to the system?
3. LEad population to PA - linear progression from measure --- i need more clarity please
4. Measure sheet format
5. PA can see list of leads and list of jobs.. Where is the jobs list originating from? Is it the result of past quotes/estimates sent
6. Need the worksheet samples
I am clear on the PA dashobard and the features. But i need more information for the Admin dashboard. How you want to see each PA and then see the leads and the progress on those leads.
For the product database and how pricing is generated i need some examples and samples.
I do broadly understand what is required and have done such projects and can show you example also, but i need more information to accurately determine the workflow.
My first job would be to make you wireframes based on the information you provide me. This would give you the complete story board of the project.
I would be using PHP with bootstrap or reactjs in the frontend so the entire web app would be responsive for mobile and tabs.
I can start immediately with you on the wireframes and user flow documentation and then proceed to db design.