Good day, i am from south-africa, I have a small construction company. I do home repairs for insurance companies.
Let me explane the process to you in a nutshell.
I want to automate this process with an android app available to other similar companies on playstore.
Firstly, all documentation related to this process is proprietary and I will need a garrentee from you that you that you won't use it to create similar app And become our competition. My rights as owner of the app must be garrentee.
We receive a new appointment from a company via email.
I want the app to monitor an email account for a keyword, new appointment, and create a new job based on the information provided in the mail.
This is information like claim numbers, name, contact detail etc. The location information of the client must have a link to Google maps so that the user can click it when he is ready to drive to the client.
The phone number must be linked to the phone app so that you can call from the app. A call log must also be kept and must be available in report form
The email address of the client must also be linked to an email client so that you can mail from the app and so that I can see all the mail's from and to the client in one place.
When I get to the client's house, I do an inspection of the damages, take photographs of that and quote on the repair.
The app must use the camera app,
And save the photos for that client in its own folder.
I want a caption with each photo.
I also have a fixed pricelist and must be able to select the descriptions from a list, provide the sizes and the app must do the price calculation for me.
We use a fixed msword template for our final quotation, the client's information, photographs, damage report, description and quotation must be exported in word format according to this template.
That final quotation must be saved in the same folder as the photos and when the quote is done the app must prompt the user to email the quote to the insurance company.
That same quotation will become the invoice later.
The app must continue to monitor the mail account and when the quotation is approved, we receive a mail with the keyword, go ahead.
the claim number is always associated with the go ahead so all mail's associated with the same claim number must be grouped for the same client.
I hope you understand what I mean by that, all mail's have normally the claim number for a specific client in the subject line, accept the new appointment. I will provide all these mails to you so that you can see how that works.
When we receive the go ahead, we must book a start and end date and for this we must use the calendar App and reminders for that must be created so that the user can plan the different jobs ahead.
times and dates are very important.
When the user book a date for the job on the calendar, 2 automatic emails must be created, One for the insurance company, notifying them of the intended start date and time for the repair to start, again, in the subject line of that mail must be the claim number in surname of the client,
in the email body can be a standard text like,
we are please to announce that the start date for repairs on mr. x's propperty is in 01/01/2018.
the second email must be generated for the client.
Here things will get a little tricky.
The client needs to be notified when the start date is but two extra documents must be provided to him.
firstly, the go ahead document that we have received from the insurance company but excluding the prices. We get the go ahead document including prices from the insurance company but the client must not see what we charge the insurance company for the work.
So, the go ahead document must be filtered and recompiled without prices.
That document is call the scope of work or mandate.
The second document that must accompany the start date notification to the client is a co-payment invoice if applicable.
When we receive the go ahead, it is always stated in the document if there is a co-payment for the specific client and the amount.
The app must scan the go ahead and if the keyword access payment, is found, the next word will be the amount for that and that amount must be put in the invoice.
The client's information must be obtained from the original new appointment document, Our company's information plus our template with our detail for payment must be used to generate the invoice and get sent automatically with the mandate and start date.
After completion of the repairs to the client's house, we have a standard document which we call, the happy letter. That is the client satisfaction form that the client complete to rate our work.
We have to generate an invoice pack for the insurance company containing a few things. Before and after photographs, Our invoice, that include the original go ahead, with the total price, less the co-payment if applicable.
I will provide you with a complete invoice pack so that you can see how that works.
To some up, The app must monitor the email account, create a database for appointments, schedule the appointments, help with the original inspection, photographs, quote from a database, schedule start dates, notify everybody concerned, and create the invoice pack afterwards.
The app must also create a report for all current jobs, on a spreadsheet.
Can you help me build this?