В работе

CRM for Field Service Providers

***

CRM

We are looking for a CRM development.

We need a software engineer who can do following tasks

A platform where services field providers can manage their clients easily.

Functionality:

1- Creating Profile

2- Login to profile

3- Creating Client profile with Name, Contact detail for each of the clients.

4- Pro needs to be able to create insurance claim document. Document creation should be done Online through the app.

5- Pro fills all the required info for document, including attaching photos, then handover iPad for client to sign on the spot, and this document after client signed will be added in the Document section of the application.

6- There is also an appointment section that will consist of calender

IMPORTANT NOTE: Claim Document creation must be part of the app. Pro will be able to create a whole document by selecting the service type from the dropdown.

There will be different Claim Documents to select from. We'll have AC Repair claims, Property claims, Roof claims.

Like the project description states, a platform to help field service provider manage clients.

***

EXAMPLE: XYZ company wants to log in the app or website and see his clients list.

This would be the flow: Log in > Clients > Client Profile

Each "Client Profile" will have the following

Client info | Client e-Signed documents | Client Note Hisotry | Client Appointments History

Here is the example of how it works

Step 1.

AC Repair 'XYZ' company creates an account and has a provider profile

Step 2.

XYZ company log in and add a new client name 'John Doe'

Step 3.

When XYZ company clicks on 'John Doe' client, John Doe now has the following tabs

Client info - John Doe and his address

Documents - e-signed claim documents John Doe signed

Note History - Notes of inquiries on John Doe

Calendar - Appointments set with John Doe

XYZ can keep adding and manage clients, but client cannot log in.

The BIGGEST problem this app will solve:

Field providers usually go to clients with paper-work, take photos of damages, ask client

to sign a paper and then put everything together in a single PDF to then send to insurance company and lawyers.

Instead of doing the above on paper, they will now be able to go to clients with an iPad.

Using the iPad, they will create an account for client, select a claim document type, complete

that document by adding details of claim, attaching photos, all in one visit and ask client

to sign at the bottom of the claim document.

That claim document will be turned into PDF and saved under that client Document section.

This document can be downloaded later or email to client, insurance companies and lawyers.

***

FRONT-END

Name: iClaimDesk

Colors: Black and Blue

Tabs:

Home - Client List - Client Profile - E-signed Documents - Note History - Appointments History - Login - Pro Register Here

The above tabs will help 'field service' providers know what the website and app can help them with right away

The above tabs when click will explain and then ask for a user to log in to see his/her clients, etc.

I can provide front-end design, if needed

***

APP

This can be a website first, then we can use the website as the back-ed for iOS and Anroid apps;

This could be just an app and the website would just provide information about the app.

We need this ASAP.

Thank you.

Квалификация: Архитектура ПО, Mobile App Development, CRM, MySQL, PHP

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О работодателе:
( 529 отзыв(-а, -ов) ) North Miami, United States

ID проекта: #23446114

Поручен:

tojisb059

Hi, Immediate Available, Price and time after detailed discussion Please visit a few recent jobs performed: [login to view URL] [login to view URL] [login to view URL] [login to view URL] http Больше

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66 фрилансеров(-а) в среднем готовы выполнить эту работу за $1943

arhamsoftltd

Hello, I have read the description carefully and glad to share that we can definitely develop this website for you that will help field service providers manage clients. - What is your preferred technology stack fo Больше

$2500 USD за 40 дней(-я)
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9.2
michale21

Hello, Greetings from Votive Technologies!! After reading the job description, and the attached file we understood which type of CRM you are looking to build. We will provide a system where different categories of se Больше

$2100 USD за 40 дней(-я)
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9.0
tretanz

We have experts who will work on your requirement and make it like you are looking for. We have done one website for field users who will login and upload photos and select documents and all. We would like to discuss Больше

$1500 USD за 30 дней(-я)
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8.6
sphinxsolution

Hello, I hope you are doing great We are Sphinx solution, a Software Solutions & Services Company of 80+ in-house developers & designers specializing in Application Development, Web Technologies, Software Testing & Q Больше

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fleetways

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UtopiaInt

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nuked24

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hardcode4u

dHello, Hope you are doing well. We have gone through the project details and found very suitable to handle your project. We have experience of 9 years and done similar projects before. I have three questions here 1 Больше

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AzzkaNoor

Greetings of the day. I am a professional CRM developer and I am confident I can implement this project, I have a few questions. Please message me so that we can proceed further with requirements. Thank you.

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mitss

Hello, As i flick through that provided brief overview about that CRM system including client module should be cover in this system, what we need to cover those all functional modules such like track visits - sales li Больше

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hjabeen972

I am expert website developer and designer i am ready build your CRM within your budget and [login to view URL] can have a look my profile feedback by clicking on my name.I am ready to work on your project from right [login to view URL] Больше

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ravichedwal

hello sir i have a 5 member small team we have designers myself CI , laravel developer and we also work in androdi app developement we have done many work in crm development we are expert in custome development , plea Больше

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yashtechsolution

Hello,*CRM*iClaimDesk I am reaching out to you regarding your post on FREELANCER in which you need to develop Android and IOS app.I found myself appropriate for your project because I have 5+ years of experience in ap Больше

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claudiu07

Hi, I have extensive experience working on custom CMS/web applications in PHP/MySQL. I'll be happy to help you out. Cheers.

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bestit4u

Hello Respect sir I saw your description, I can't stand the excitement of seeing the project you post on... I bet one's shirt on I have the ability to complete your project perfetly because I have experience with your Больше

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laabhaa

Hi Greeting! Thank's for providing us an opportunity to bid on your project. We have 750+ projects completed by our 24 + employees so we are very excited to participate in this project. We specialise in full scale of Больше

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