Dispatch sistem crm+app
Budget: €250 – €750 EUR
Below is a ready technical specification (TS) for an automation specialist (developer / team lead / integrator). Names have been removed. The document is intended for deploying an application + CRM on a VPS (manager web app, client web interface and driver mobile app). At the end — a short roadmap with time/cost estimates and options (custom app vs. off‑the‑shelf system).
1. Project objective
- Build a centralized system to receive and process orders from two websites, email and WhatsApp, with driver and fleet management, a calendar, and automated invoice and notification delivery.
2. Key requirements (features)
- Order sources:
- Integrations: 2 websites (webhook/API), email (IMAP parser), WhatsApp Business API (including message templates).
- Normalize inbound requests into a common queue (pipeline) with mandatory field mapping.
- Order creation and filtering:
- Fields: client, phone, email, date/time (with minutes), route (point A, B), tariff, payment method (cash/non-cash), expected cash, options (vehicle type, child seat, etc.), notes, partner/supplier.
- Filters/search: by date, driver, vehicle, status, payment method, partner, priority, unpaid/overdue.
- Order calendar:
- Automatic addition to calendar (manager web UI and driver app calendar).
- Visualization: driver calendar (Gantt-like), color-coded statuses (green/yellow/red).
- Click opens full order card.
- Automatic order assignment:
- Rules: driver availability intervals, distance, vehicle type, travel time (map-based calculation), priority, working hours/shifts, minimum gap between orders (e.g., 15 minutes).
- Use “availability intervals” (interval ID) for fast assignment.
- Driver management:
- Track working time (hours/shifts), hours worked, completed trips, earnings calculation (fixed/commission/payment).
- Manual and automatic assignment options.
- Driver action log (start/finish, photos/acts).
- Fleet management:
- Vehicle directory: type, status (available/in repair/reserved), current km/maintenance.
- Manual reservation of non-standard resources (boat, partner vehicles) with photo/contact upload.
- Finance, invoices and commissions:
- Generate invoices/proforma/summary reports; send via email/WhatsApp.
- Cash logic: record expected cash, record actual receipt (by driver/manager), automatic commission calculation (difference between client price and partner price), payout ledgers.
- Aggregate monthly partner reports and ability to convert a report into an invoice.
- Support statuses: Invoice Sent / Paid / Paid to Partner.
- Notifications:
- 24 hours before execution: notify client with driver and order details (WhatsApp/email/SMS).
- Driver alerts for new assignment, start/end.
- Notifications to accountant/manager for overdue payments, unpaid commissions.
- Access control:
- Roles: Admin, Manager, Accountant, Driver, Partner (restricted access).
- Integrations:
- WhatsApp Business API, Email (IMAP/SMTP), maps (Google Maps/OSRM) for time/distance calculation, payment gateways (optional), Zoho (optional), CSV/PDF export.
- Logs and audit:
- Full audit trail: who/what/when changed; confirmations for uploads (photos/receipts).
3. Architecture and technical requirements
- Deployment: VPS (Ubuntu), Docker Compose / Kubernetes (simple configuration).
- Backend: Node.js (Express/Nest) or Python (Django/Flask); REST API + WebSocket for real‑time updates.
- DB: PostgreSQL (relational) + Redis (cache/queues).
- Frontend: React/Vue for manager panel and client web UI; PWA for clients
1. Project objective
- Build a centralized system to receive and process orders from two websites, email and WhatsApp, with driver and fleet management, a calendar, and automated invoice and notification delivery.
2. Key requirements (features)
- Order sources:
- Integrations: 2 websites (webhook/API), email (IMAP parser), WhatsApp Business API (including message templates).
- Normalize inbound requests into a common queue (pipeline) with mandatory field mapping.
- Order creation and filtering:
- Fields: client, phone, email, date/time (with minutes), route (point A, B), tariff, payment method (cash/non-cash), expected cash, options (vehicle type, child seat, etc.), notes, partner/supplier.
- Filters/search: by date, driver, vehicle, status, payment method, partner, priority, unpaid/overdue.
- Order calendar:
- Automatic addition to calendar (manager web UI and driver app calendar).
- Visualization: driver calendar (Gantt-like), color-coded statuses (green/yellow/red).
- Click opens full order card.
- Automatic order assignment:
- Rules: driver availability intervals, distance, vehicle type, travel time (map-based calculation), priority, working hours/shifts, minimum gap between orders (e.g., 15 minutes).
- Use “availability intervals” (interval ID) for fast assignment.
- Driver management:
- Track working time (hours/shifts), hours worked, completed trips, earnings calculation (fixed/commission/payment).
- Manual and automatic assignment options.
- Driver action log (start/finish, photos/acts).
- Fleet management:
- Vehicle directory: type, status (available/in repair/reserved), current km/maintenance.
- Manual reservation of non-standard resources (boat, partner vehicles) with photo/contact upload.
- Finance, invoices and commissions:
- Generate invoices/proforma/summary reports; send via email/WhatsApp.
- Cash logic: record expected cash, record actual receipt (by driver/manager), automatic commission calculation (difference between client price and partner price), payout ledgers.
- Aggregate monthly partner reports and ability to convert a report into an invoice.
- Support statuses: Invoice Sent / Paid / Paid to Partner.
- Notifications:
- 24 hours before execution: notify client with driver and order details (WhatsApp/email/SMS).
- Driver alerts for new assignment, start/end.
- Notifications to accountant/manager for overdue payments, unpaid commissions.
- Access control:
- Roles: Admin, Manager, Accountant, Driver, Partner (restricted access).
- Integrations:
- WhatsApp Business API, Email (IMAP/SMTP), maps (Google Maps/OSRM) for time/distance calculation, payment gateways (optional), Zoho (optional), CSV/PDF export.
- Logs and audit:
- Full audit trail: who/what/when changed; confirmations for uploads (photos/receipts).
3. Architecture and technical requirements
- Deployment: VPS (Ubuntu), Docker Compose / Kubernetes (simple configuration).
- Backend: Node.js (Express/Nest) or Python (Django/Flask); REST API + WebSocket for real‑time updates.
- DB: PostgreSQL (relational) + Redis (cache/queues).
- Frontend: React/Vue for manager panel and client web UI; PWA for clients