Phase 2 SAAS Platform

Замовник: AI | Опубліковано: 05.01.2026
Бюджет: 5000 $

Phase 2 1. Drag and drop Functionality Improvement -Alignment managing -Flexible drag and drop controlling -Auto time controlling Each schedule can be dragged across days and times and techs(if they are recurring it should prompt one time or permanent etc..)-also can be dropped back into “unassigned”-vertical orientation with “day”(not currently present) Setting up test server for future improvements-AWS 2). Map functionality Interactive map embedding -Google map API integration/assist with procuring Pool-Route’s API -Specific Address Customizing-the addresses of customers need to be in Google API/QBO format -Auto relational positioning-would like to see auto cascading with introduction of 1 day(if you pick say Tuesday the all techs appear vertical for drag and drop-needs creation) -Capacity optimization After clicking the button of each day schedule, google map shows all that day schedules and addresses of each schedule. We want to display the location of each order on Google Maps so you can optimize your routes efficiently. For each day, all order locations will be shown on the map along with their priority numbers. Map in side screen After reviewing the map, you can change the order of the jobs as needed. When you drag and drop the schedule tags, the updated order will automatically synchronize and be reflected on the map in real time. -Manage technician login process: -Staff generic password generation -Reusable email management -Duplicating staff info management -email template control(tech welcome email/cust emails/BA admin welcome emails), SMS messages for texts- all need control in SA(super admin) in plain text not code 3 Internal SA logins/emails Each user must have his own unique identifier(staff ID), emails/cell phones can be duplicated between business admins It's not allowed to have two or more identifiers and if they are different customers for pool jobs, they use different email and they can't see each other. You login in to one employer and see only their customers. If a customer is fired from a pool job, his email is deleted and it's not right. It must be saved. If a tech is fired he can use email/cell phone for next employer who uses platform )(Manage technician login process) -Staff generic password generation -Reusable email management -Duplicating staff info management -email template control(tech welcome email/cust emails/BA admin welcome emails), SMS messages for emails/texts- all need control in SA(super admin) in plain text not code 4. Pricing module enhancement /customer/logo import -Base price UI improvement -Payment functionality improvement(Pause, refund...)-can this be done with different CC processors?we can apply bonus price to main monthly price and it can be changed according to customer's level : super or normal-still allowing incremental pricing for admins/techs Customer import Streamlining -Flexible CSV file controlling-must be easy to import or for admin to convert-QBO formats and impovements on address fiels in cust section if needed -Avatar/logo upload processing improvement-must compress imported sizes to appear in correct form on email messages or in BA(business admin) dashboard Picture upload improvement Now it's disabled to upload more than 1024*1024 image files.-boo hoo-needs larger/different But it's not right, we have to fix it so that we can upload any type of image file. And about csv, we can upload any csv and we have to analyze it and autofill his profile.-must autofill neatly/effortlessly Must communicate with us at each interval.