Figma design to our CRM system
Budget: $10 – $30 USD
We need new figma design to our CRM system to our company
Superadmin
Menu:
Offer
Work
Calender
Inbox
Complain
Settings
Dashbord:
- create offer
- Create customer
- View customer detail
- Create work
- Create task base on create work to other staff with todolist
They different task should have color.
E.x Tint window (blue) Wrap door (purple)
- Create staff
- Create new complain
- Search after those different point and insurance nr
- Send message to other staff
Create new reminder
(Be able to print offer, task of to do list, complain in pdf)
Todays work
Todays staff
Explain of point:
- create offer
Add car detail
Expect delivery car to us
Expect when car done
Add point that need to be done
Add different point with price and you got total
Upload picture/document
Remaind me to contact customer (choose date)
Convert to work- then you choose the point they different in staff gonna do and they will get notification in there account
Status if it is insurance work, private or company
If insurance you have to write case nr
Option to Send offer to customer email
(Customer will get link to open document and confirm offer)
- Create customer(private or compny)
Customer detail (private or company)
- Customer detail view
Customer info
Customer invoice that will be upload as pdf
list of work with different status
Customer complain
Work view
- Create work
Same point as offer
And list of offer to convert to work
- Create task base on create work to other staff with todolist
Base on point in work you choose which staff gonna do what
- Create staff
Name
Email
phone
Choose different point of which work they can do
- Create new complaints
You have to find work first before you go to complain
You can also create new complain without work
Settings
Manage all system as create staff, add different task with color, sdd company info so it show on pdf document, add super admin etc
Work details:
Car detail, customer info, detail of what need to be done.
Detail when customer accept offer
Detail of task that have been done with comment from staff or need to be done. If they have send to each other different task you can see the list here.
Attach picture/ document
Marke as done, progress or delay
Send me remind (choose date)
Create complain case on this
(All attach, marke should be marke with staff name and date and time)
Add different note
Staff login:
My previous work
Inbox
Calendars (see work you have to do in next week/month)
List of To days task with car info (my taks)
Inside task(work) You can only marke yours
You can also send point(task) to other staff so they can complete it but you have to send request why and super admin will also get it. The other staff have to confirm it
Marke point in list as done - comment
Marke point in list as delay - comment
Marke point in list as not done comment
Upload picture
Upload document
Add more task that have been done - comment
Add note to work
Send message to super admin staff
Superadmin
Menu:
Offer
Work
Calender
Inbox
Complain
Settings
Dashbord:
- create offer
- Create customer
- View customer detail
- Create work
- Create task base on create work to other staff with todolist
They different task should have color.
E.x Tint window (blue) Wrap door (purple)
- Create staff
- Create new complain
- Search after those different point and insurance nr
- Send message to other staff
Create new reminder
(Be able to print offer, task of to do list, complain in pdf)
Todays work
Todays staff
Explain of point:
- create offer
Add car detail
Expect delivery car to us
Expect when car done
Add point that need to be done
Add different point with price and you got total
Upload picture/document
Remaind me to contact customer (choose date)
Convert to work- then you choose the point they different in staff gonna do and they will get notification in there account
Status if it is insurance work, private or company
If insurance you have to write case nr
Option to Send offer to customer email
(Customer will get link to open document and confirm offer)
- Create customer(private or compny)
Customer detail (private or company)
- Customer detail view
Customer info
Customer invoice that will be upload as pdf
list of work with different status
Customer complain
Work view
- Create work
Same point as offer
And list of offer to convert to work
- Create task base on create work to other staff with todolist
Base on point in work you choose which staff gonna do what
- Create staff
Name
phone
Choose different point of which work they can do
- Create new complaints
You have to find work first before you go to complain
You can also create new complain without work
Settings
Manage all system as create staff, add different task with color, sdd company info so it show on pdf document, add super admin etc
Work details:
Car detail, customer info, detail of what need to be done.
Detail when customer accept offer
Detail of task that have been done with comment from staff or need to be done. If they have send to each other different task you can see the list here.
Attach picture/ document
Marke as done, progress or delay
Send me remind (choose date)
Create complain case on this
(All attach, marke should be marke with staff name and date and time)
Add different note
Staff login:
My previous work
Inbox
Calendars (see work you have to do in next week/month)
List of To days task with car info (my taks)
Inside task(work) You can only marke yours
You can also send point(task) to other staff so they can complete it but you have to send request why and super admin will also get it. The other staff have to confirm it
Marke point in list as done - comment
Marke point in list as delay - comment
Marke point in list as not done comment
Upload picture
Upload document
Add more task that have been done - comment
Add note to work
Send message to super admin staff