The objective of this project is to create a APP / web app / website or similar that is designed to gather information about a customers job. To broadly summarise the project in 3 steps the app will need:
1. Office staff to create a record and enter details about a client such as name and address.
2. Field staff such as sales reps or installers to be able to access the app when at the customers house to upload all the relevant information and to complete the tasks.
3. Office staff will be able to access the information that was uploaded in step 2.
The main subjects in the App are:
A. Office to upload customers details. FIRST NAME, SURNAME, COMPANY NAME, SITE ADDRESS, MOBILE NUMBER, EMAIL ADDRESS
B. Office to upload past correspondence with the customer such as Photos that customer has already sent to us in the past customer quote form. Past quotes that we have sent the customer. Email correspondence we have had with the client. And the types of spigots and finish
C. Installer to watch expectations video to keep them focused on what our company vision is. (Brendan to work on video and send when app is ready)
D. Installer to view the correspondence between office and customer. Office uploaded this at B.
E. Installer to upload photos to show they are presenting themselves correctly. Photo 1 is of the work vehicle with signage on it parked not in the driveway. Second photo is selfie of the installer with work uniform on and in a presentable manner. User cannot move to next section without uploading
F. Installer to read greeting before knocking on customers door.
G. Installer to scan through a series of questions regarding the onsite legalities.
H. Installer to scan through a series of questions regarding extras that may be required.
I. Installer to scan through a series of prompts regarding how to draw up a mud map.
J. Installer answers a series of questions. OTHER
K. Installer or office can change the type of spigots and hardware
L. Installer can make a note of any action items or things they promised the customer. They can also suggest edits to the app.
M. PDF gets put together in preparation to submit a quote.
Features of the app.
-Every time a field is changed a timestamp is created so we can see who changed the field and when.
-A location and timestamp is created when the installer does step 3 presentation and when they free the submit form.
-Possibly have an online and offline version of the app so installer can use even if they don’t have phone reception. Then when they come back online it gets back to the office.
There is a explainer video that can be found at [login to view URL]