Sales Rep Job Management Software

Completado Publicado hace 7 años Pagado a la entrega
Completado Pagado a la entrega

I am looking for a system or my sales reps in the construction field. They go out and get information about a job and submit it to be estimated. Once an estimate is created I want them to be able to view their commission. If insurance accepts the work to be completed then the job can go to be scheduled and a contractor can be added to the job. After the job is completed an invoice with the contractors name is created based on the estimate as well as an invoice for the sales rep to collect their commission. My thought was an advanced WordPress CPT that way we can use WordPress user permission for access levels as well as user management I will also be looking to build a website for the business and thinking of using wordpress for that. If a web app is a better fit then I am open for discusion.

Application Overview workflow

• Get info about house with damage (job)

- Address

- Map

- Owner Info

- Insurance Info

- Description of damage

- Photos

• After submission, an email with info is sent to an estimator

• Estimation is made and resubmitted to house (job)

- The Value of estimate is applied and commission is calculated based on rep. each rep can have a different commission percent.

- Reps can view active current houses(jobs) and total of commission expected

• If insurance approves it is placed into a queue to be added to assigned to a contractor

- Scheduling added to house(job)

- Contractor info added to house(job)

• Once a job is completed an invoice for the total amount could be generated with the contractor info. (With possibility for added charges if work done is more than estimate entailed.

• Email sent with a final invoice for reps and contractor to accounting.

•  If not approved then goes to inactive

MySQL PHP Arquitectura de software WordPress

Nº del proyecto: #11107149

Sobre el proyecto

51 propuestas Proyecto remoto Activo hace 7 años

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moonwebtech

Hi, We are a skilled development team and we are working in web development for the last four years we can complete your task in efficient time and cost please fell free to contact us Thanks moonwebtech

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51 freelancers están ofertando un promedio de $1592 por este trabajo

TenStar718

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opencollar

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r4rony

Hello Client Greetings..........!! I have gone through your project requirement ""Job Management Software"" and are ready to assist you in the development of the software as per your requirement and vision. We Más

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digitallogix

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hikaruvn

Hello Sir,I just checked short description of project,I'm very interested to your project and sure give to you best quality of project,Can you please take short time to me for discuss about your project thanks

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pointlogic

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darkwind

Hello, Instead of Wordpress, can I suggest a custom coded web app/site? If user permission is your concern, it won't be as I would create it accordingly. - How many user types are needed? Sales rep, insurance Más

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TechTimes

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sgrocean37

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prashushinde9

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TopsTechno12

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stsexpert

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activetech

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AmirAly

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abinashnapit

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rubazweb826

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bizdevct

Dear Sir, We are a 9+ Yrs organization providing software services to our esteemed clients. Definitely we can say that we can develop and deliver the sales rep project to you as per your requirements. Need further inf Más

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coreara

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