Customized Customer and Business Management Software
$500-1200 USD
Płatność przy odbiorze
We would like to have software designed for our business which would allow us to manage appointments, customers, calander, bills, and invoices. We have very specific needs which must be met for this to be a successful project. Please read the additional information in detail.
## Deliverables
List of features:
Contact Management
- Date Added
- Name Mr./Mrs./Ms First, Last
- Title (Business Only)
- Address
- Phone 1 (Description box)
- Phone 2 (Description box)
- Mobile Phone 1 (Description box)
- Mobile Phone 2 (Description box)
- Source Referred by, Mailings, etc
- Payment flags, Late, Bad Check, Bad CC.
- Call log, time spent on the phone for small stuff. Non billable
Invoicing
- Auto-Generate printable invoice. Easily editable.
-PDF Friendly
-Preset editable items / services. Router, HDD, remote support, standard labor etc
- Auto add discount / referral information
- Option to print a hand-writeable invoice with just basic info. Used for work done on site.
- Easily mark and invoice as paid.
- Pin scanned PDF of handwritten invoice, linked to the job as a reference only. Computer generated invoice will be created.
- Spot for handwritten or typed notes. Same box.
- Items, cost per, taxable checkbox per item, amount of tax, total for the item after tax
- Email Receipts
Colander
- Hover mouse over appointment brings up a preview.
- Select multiple appointments to automatically Google map them in their scheduled order.
- Auto email scheduling updates/changes
- If job not marked complete within 24 hours, email and taskbar popup.
Daily task list
- 1 Week, 1 Month follow up calls auto-added from date job marked complete.
- Create daily tasks, Call this person, print letters etc
- Notification via email / taskbar popup window thing.
- If task not completed within 12 hours of set time do taskbar alert and email.
Expense / Earnings tracking / Monthly summary
Bills
Profits
Sales (parts) each linked to customer
Petrol/Gas costs/ tracking mileage, printable
Receipt tracking, import scanned images / pdf's for cataloging. Linked to items purchased, customer, and job.
Check scanning and tracking linked to customer and job.
Growth, Goals
Remote Support Tracking
- Cusotmer
- Time calculator - Enter time started, finished. Get result, add to invoice
- Generate Invoice
- Tasks performed. Pre-set checkboxes or dropdowns
- Date/Time
- Session ID
[url removed, login to view] API integration
- Charge credit cards
- Create invoice based on charge
Job Status
- Job status
- Items needed purchased / to be purchased
- Current state
- Set events, reminders
- waiting on parts etc
Checklist - SOP's
- Checklist to be filled out while working on a computer.
- Printable, both hand written to be pinned later and computer generated.
Coupon Codes
- Generate 6 digit code used for a discount
- Print codes on labels
- track usage, expiration
- When "applied" to a customer, discounts are added for current invoice, next invoice, whatever.
Numer ID Projektu: #2854688