Advanced Customer Management & Order Workflow System

Scope of Work

Full Site Pages Development & Theme Setup
Lightweight theme, Elementor, all frontend pages, WooCommerce base setup

EXO Customers

Customer login with full collection history (date, status: paid/due).

One-tap payment via Stripe or bank transfer, with option for auto-pay setup.

Automated invoice generation (run-sheet → CSV → WooCommerce invoices).

Smart notifications:

One-click “Notify Debtors” (only unpaid accounts).

Seven-day auto-reminder (email/SMS).

Group targeting (by run batch, e.g. Run-3, Run-K).

“Defer pickup” button → direct admin notification (email + SMS).

TT Customers

Auto account creation on first order.

Customer account view with full order history + “Reorder this cart” button.

Order workflow: WooCommerce → Zapier → TrackPod on payment.

Failed delivery alerts: Zapier → Admin (Jay).

Duplicate orders in TrackPod automatically update customer profile with new ETA.

Admin Tools

Centralized dashboard in WordPress to view:

Upcoming runs, unpaid accounts, deferred pickups, failed deliveries.

Proper reporting (download CSV/Excel).

Suggested Improvements

Unify My Account area for both EXO + TT flows.

Explore direct WooCommerce → Invoicing API (to reduce manual CSV steps).

Add SMS/WhatsApp options for reminders.

Security, caching, and performance optimization included.