CRM for Field Service Providers



We are looking for a CRM development.

We need a software engineer who can do following tasks

A platform where services field providers can manage their clients easily.


1- Creating Profile

2- Login to profile

3- Creating Client profile with Name, Contact detail for each of the clients.

4- Pro needs to be able to create insurance claim document. Document creation should be done Online through the app.

5- Pro fills all the required info for document, including attaching photos, then handover iPad for client to sign on the spot, and this document after client signed will be added in the Document section of the application.

6- There is also an appointment section that will consist of calender

IMPORTANT NOTE: Claim Document creation must be part of the app. Pro will be able to create a whole document by selecting the service type from the dropdown.

There will be different Claim Documents to select from. We'll have AC Repair claims, Property claims, Roof claims.

Like the project description states, a platform to help field service provider manage clients.


EXAMPLE: XYZ company wants to log in the app or website and see his clients list.

This would be the flow: Log in > Clients > Client Profile

Each "Client Profile" will have the following

Client info | Client e-Signed documents | Client Note Hisotry | Client Appointments History

Here is the example of how it works

Step 1.

AC Repair 'XYZ' company creates an account and has a provider profile

Step 2.

XYZ company log in and add a new client name 'John Doe'

Step 3.

When XYZ company clicks on 'John Doe' client, John Doe now has the following tabs

Client info - John Doe and his address

Documents - e-signed claim documents John Doe signed

Note History - Notes of inquiries on John Doe

Calendar - Appointments set with John Doe

XYZ can keep adding and manage clients, but client cannot log in.

The BIGGEST problem this app will solve:

Field providers usually go to clients with paper-work, take photos of damages, ask client

to sign a paper and then put everything together in a single PDF to then send to insurance company and lawyers.

Instead of doing the above on paper, they will now be able to go to clients with an iPad.

Using the iPad, they will create an account for client, select a claim document type, complete

that document by adding details of claim, attaching photos, all in one visit and ask client

to sign at the bottom of the claim document.

That claim document will be turned into PDF and saved under that client Document section.

This document can be downloaded later or email to client, insurance companies and lawyers.



Name: iClaimDesk

Colors: Black and Blue


Home - Client List - Client Profile - E-signed Documents - Note History - Appointments History - Login - Pro Register Here

The above tabs will help 'field service' providers know what the website and app can help them with right away

The above tabs when click will explain and then ask for a user to log in to see his/her clients, etc.

I can provide front-end design, if needed



This can be a website first, then we can use the website as the back-ed for iOS and Anroid apps;

This could be just an app and the website would just provide information about the app.

We need this ASAP.

Thank you.

Taidot: tietojärjestelmäarkkitehtuuri, Mobile App Development, Asiakkuudenhallinta, MySQL, PHP

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Tietoa työnantajasta:
( 529 arvostelua ) North Miami, United States

Projektin tunnus: #23446114

Myönnetty käyttäjälle:


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