Hello,
I have an existing IT business and a website called OneChoiceIT.com. Our business is local at the moment and we have users calling us to resolve their IT issue. However, our service runs into issues generating invoices and receiving payments. We would like a billing/CRM system where the customer we'll be able to simply click "Submit payment" on our website. At the top of the page would be great. Once the user is on the page, we'll like them to submit their customer information.
First Name
Last Name
Address
Address 2 (OPTIONAL) Apartment, suite, floor, etc.
City
State/Province/Region
Zip/Postal Code
Phone
Email
Invoice number: - This is provided by the tech
We would like a system where the IT tech we'll be able to create an invoice number in the portal.
Example
Invoice number: 123
Service: Virus removal
Price to charge customer: 45
Tax: Yes or no
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Once the technician submits the information into the portal the customer submits the billing details as listed above. In addition, the customer we'll go ahead and submit the invoice number the tech provided on the phone as well.
(It is very important for the CRM to capture the billing details and invoice number for accounting purposes). In this way I'll be able to go in the CRM and look up this information.
Next - This will take the customer to a check out page with the service listed and an option to pay by credit card, PayPal, Google Pay, Pay using a checking account.
Hello,
I have 10+ years PHP, CSS, HTML, JavaScript and MySQL experience. I can finish your CRM project in 4 days.
Please send me a message to discuss the project details.
Thank you.
Hello,
I have built quite a few systems like this & I have a base-module ready for similar purpose. I would love to show you a demo of the same. I do have a couple of questions:
Q1. When the customer is filling in details, does he select what services he requires?
Q2. Is there an appointment module? When a customer puts in a request - does he get to select the time / date of the visit?
Q3. Since the IT tech, might do an on-location visit, do you want a daily task list from the CRM?
Q4. Invoice & Receipt will be sent via Email?
It would be great if we can have a discussion regarding this project & I can discuss my ideas with you.
Cheers!
Mihir.