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BUSINESS SOFTWARE

Management portal for a service business

Bring together customer requests, quotes and service tracking.

Project concept

Project concept: Management portal for a service business

The proposed need

A small business tracks requests across several tools. This scenario proposes a shared workspace to access relevant information and track each case.

The proposed solution

Request form and customer records

Quote and service tracking

Different permissions for management and collaborators

Notifications and activity dashboard

Possible deliverables

Functional scope, application prototype, data model and onboarding guide.

The intended outcome

Simplify coordination and commercial follow-up. Integrations depend on the client’s existing tools.

Scope, performance and required resources are assessed for each individual project.

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