The project is to design a web based CRM / Booking solution for a moving company.
This solution will have the following 4 level access logins:
1- Admins
2- Dispatchers
3- Owner Operators
4- Drivers
Here are the functionalities of each:
2- Dispatchers will be able to:
– Create a quote
– Book / assign a move
– Email clients from the system
– Edit quotes / moves
– Create damage Claims
– See/edit other quotes/moves/claims created by others
– See their own stats
4- Drivers will be able to:
– See their own assigned moves (either on the web or a mobile device)
– Ability to display the bill of lading on a mobile device to the client and collect a signature (the mobile device might be an iPad)
– The mobile device system should have a start and a stop time to calculate the time spent moving the client.
– Once the move is finished the time calculated should be added to the bill of lading and a total generated.
– the system also should track the method of payment.
– If the client if paying by credit card, a third party credit card processing software will be used.
– The drivers should also be able to see their own worked hrs
3- Owner Operators will be able to:
– See moves booked on their trucks
– See Stats (money made – money spent on wages, fuel…etc)
5- Admins will be able to:
– Create different accounts
– See and overview of the company’s health with different stats…etc
The solution should be integrated with the ph system (Twilio) for calls tracking / advertising purposes.
