Quick ERPNext Configuration for Service Compan

Implement configuration in ERPNext to support Projects for a regional service company.

Projects & Tasks will be used for handling work orders. Setup is limited to just projects & tasks at this time and any connected modules needed to functionally support projects & tasks.

This is a quick turn around project. Looking for someone who can quickly configure ERPNext as needed.


Required screens:
Create a Job
• Date
• Time In / Time Out
• Photos Section
• Before Photos
• After Photos
• Additional Photos
• Job Description (Must be copy-pasteable into Word)
• Materials Used
• Cost (Visible only to Admin)
• Checkbox for Billed (Date)
• Checkbox for Paid (Date)
• Checkbox for Proposal Sent (Date)

Create a Backflow Test

(Ability to filter backflow tests by month is required.)
• Month Due
• Date Test Completed
• Pass / Fail
• Size
• Make
• Model
• Meter #
• Serial #
• Results
• PSI
• Location
• Cost (Visible only to Admin)
• Checkbox for Billed (Date)
• Checkbox for Paid (Date)
• Checkbox for Proposal Sent (Date)
• Attachments
• Photos
• Documents

Customer Notes
• Date and Time (Auto-generated when tech/admin clicks “Create a Note”)
• Notes Section (Not tied to a specific job, should be separate from job description.)

Let me know if you’d like any changes or additional details!