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Build a database with calculator for web use.

$2-12 CAD / hour

Probíhající
Zveřejněno přibližně před 6 roky

$2-12 CAD / hour

Web based software This project is for a data bank and estimating/ proposal software with tracking. The basic flow of the software is as follows: Potential clients to call in where we then get any information we need about the client and the jobsite. This is entered in a customer information form and saved in a customer bank. That info is used to auto populate a customer lead that has a linear progression from measure to estimate to proposal to adding it as a job. This info is assigned to a Product Advisor (Called a PA.). The PA. will log in on line to a interface that searches the customer base by name, address, phone number or job number. They can only access the files that are assigned to them. That file consists of a measure sheet (printable or usable on iPad) and options to create an estimate and proposal. The PA. choses from 1-8 different estimating worksheets. After the worksheets are filled out by the PA. a selling price is generated for each product or service. The Proposal is templated but auto filled with text for the different products being quoted on. The PA. is given the options to check off, including selling price. This is then auto filled on the proposals price page. The proposal is also the contract and can be signed on paper or iPad. After a job is sold the PA makes the chosen estimate into a job. This saves the estimate and auto populates the work orders and purchase orders. A full description of all phases is uploaded
IČ projektu: 16014904

O projektu

11 nabídky
Vzdálený projekt
Aktivní před 6 roky

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Uděleno:
Avatar uživatele
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.
$20 CAD v 30 dnech
4,9 (218 recenze)
9,0
9,0
11 freelanceři nabízejí v průměru $9 CAD/hodinu za tuto práci
Avatar uživatele
Hi, I went through the basic flow of the application and would like to create the web software. please get in touch to discuss more. Regards, Manish
$11 CAD v 40 dnech
5,0 (489 recenze)
6,8
6,8
Avatar uživatele
Hi There, I have gone through your requirements. I can build you efficient database system with the script you want for calculation product price or similar. Please free to discuss more in chat. Thank you
$7 CAD v 40 dnech
4,1 (10 recenze)
3,7
3,7
Avatar uživatele
I have 5 years experience with web programming and already delivered many project in web development so  i wll wait your positive response
$7 CAD v 40 dnech
0,0 (0 recenze)
0,0
0,0

O klientovi

Pochází z CANADA
North Vancouver, Canada
5,0
2
Ověřená platební metoda
Členem od kvě 6, 2017

Ověření klienta

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