PHP/MYSQL Customer Support Ticketing System


This project does not need to look pretty, we just want good functionality. See attached files for an idea of what we’re looking for (not exact!)

This is a customer support ticket project. Our company takes care of support of customers from many different retailers. For purposes of understanding...A customer purchases a product from a retail store. The retailer gives us all of the customer and sale information from that purchase. We enter that into our database. We then automatically follow up with the customer 7 days, 30 days, 90 days, 6 months and 1 year from the date their information is put in. If a customer has an issue with their product, they call us. We then open a ticket, email the retailer so they know, and we contact the customer’s attached service company to resolve the issue. We then follow up with them to make sure it is fixed. This means the retailer does not have to manage service issues for their customers.

***Customer Management***

The customer management feature of the web site will allow the user to view, add, modify and

delete customers. Initially when the customer is added the user will enter basic information about the

customer. Once the customer has been added the user will be able to update all related customer

information or delete the customer from the database. In addition to updating basic information the

user will also be able to add and modify the following items related to the customer; each item will

have its own form to add/update information:

- Product information (including equipment attached to the product)

- Trouble tickets

- Payment information

- Notes

On the main customer management page the user will be able to search customers by first and/or

last name, or email, or phone number and filter results by retailer.

Trouble tickets will have the additional functionality that will allow them to be emailed to a service

Vendor as well as the retailer they are attached to.

--The following details the information that the user will be able to add and update for each customer.

Customer basic information will include the following fields and will be entered by the user upon

adding a new customer:

- Associated retailer; this will be a list generated automatically as retailers are added to the system

- Associated technician (assigned when customer is added, is customers main contact)

- Associated service company; this will pull from the same data as the retailer drop-down. Service companies will be attached to Retailers.

- Customer Representative; This is an employee of the retail company who sold the customer their spa or pool. Employees are attached to retail companies.

- Member #

- First Name

- Last Name

- Member Birthday

- Spouses First Name

- Spouses Birthday

- Children’s Names

- Home Phone #

- Cell Phone #

- Fax #

- Email Address

- Billing Address 1

- Billing Address 2

- Billing City

- Billing State

- Billing Zipcode

- Service Address 1

- Service Address 2

- Service City

- Service State

- Service Zipcode

--Trouble tickets will include the following information and will be entered by the user when managing customer information. When a ticket is being updated, the technician can change info already in the ticket as well as add new notes per update:

- Customer (name, address, email, phone number)

- Ticket Number (auto generated)

- Retailer

- Service Company (Name, address, phone, email)

- Main Technician

- Created by

- Created Date

- Product

- Suspected Equipment

- Problem Type

- Problem Sub-type

- Problem Start Date

- Problem Frequency

- Problem Codes Displayed

- Description

- Customer Actions

- Follow Up Date (default is 5 days from ticket update/create date)

- Ticket Status

- Send email to retailer (popup, send email of ticket but be able to add notes)

- Send email to service (popup, send email of ticket but be able to add notes)

-- Automatic follow ups as mentioned early in this scope will be a special ticket with a ticket number (such as FLWUP-XXXX) and only 5 text fields, one for each follow up. These are to make sure customers are happy with their initial purchase over time. These tickets are due for every customer 7 days, 30 days, 90 days, 6 months and 1 year after their information is put into the system. If the customer mentions a problem during one of these calls, the technician should be able to click a link to create a regular ticket for the issue.

--Product information will include the following information and will be entered by the user when managing customer information (customers can have more than one product):

- Product Type

- Manufacturer

- Model

- Serial #

- Used/New

- Indoor or Outdoor

- Purchase Date

- Install Date

• Seating

- Shape

• Gallons

• Placement

• Chemical Program

• Average Usage

• Total time used

• Equipment (popup, unlimited equipment can be added to each product)

--Equipment Information is part of the product information. The Product page will have the ability

to have unlimited equipments attached to a product. Equipment information consists of:

- Type

- Manufacturer (manufacturers of the selected item types here)

- Part#

- Serial#

- Used/New

- Purchase Date (defaults to purchase date of product attached to)

- Notes

--Notes will include the following information and will be entered by the user when managing customer information.

- Date

- Notes

***Retailer Management***

The retailer management feature of the web site will allow the user to view, add, modify and delete

retailers. The user will be able to add the retailer company name and contact information for each

retailer. Once a retailer has been added they will appear on the list of retailers that can be associated

to a customer (from the customer management section).

The following details the information that the user will be able to add and update for each retailer.

- Retailer Name

- Address

- City

- State

- Zip

- Billing Address

- Billing City

- Billing State

- Billing Zip

- Formation Date

- Business Type; this is a pre-defined list user will chose from

- Legal Status; this is a pre-defined list user will chose from

- Primary Contact Name

- Primary Contact Title

- Primary Contact Phone

- Primary Contact Fax

- Primary Contact Email

- Secondary Contact Name

- Secondary Contact Title

- Secondary Contact Phone

- Secondary Contact Fax

- Secondary Contact Email

- Staff Member Name and Type (popup to add unlimited staff to a retailer, first and last name, and email address for each)

***Manufacturer Management***

The manufacturer management feature of the web site will allow the user to view, add, modify and

delete manufactures. Once a manufacturer has been added they will appear on the list of

manufacturers that can be associated to a product (in the product information section under

customer management).

The manufacturer object will utilize the same fields and attributes as the retailer object.


The dashboard feature will be the home page of the website. The user will be able to search for

customers, view a list of customers due for a follow-up within the next seven days, and the most

recent trouble tickets that have been submitted. The user will be able to click on the customer from

the follow-up list to view customer’s full information. Likewise the user will be able to click on the

trouble ticket to view the trouble ticket’s full information.


We need to be able to run the following reports, to download in excel or show in the browser in html format. If the report is generated

- Retailer with most tickets in x days

- Retailer tickets in x days (choose retailer)

- Manufacturer with most tickets in x days

- Manufacturer tickets in x days (choose manufacturer)

- Summary of tickets for x retailer, in x days

- Summary of tickets for x manufacturer, in x days

- Customer list by manufacturer (choose manufacturer)

- Customer list by retailer (choose retailer)

***User Management***

A web based user management system will be implemented. Users will log into a form before viewing anything else. All users (technicians) will be created by an administrator. The administrator account will show an additional link in the application to add or edit technicians/users. The administrator will be able to reset the passwords on other user’s accounts.

There will be three levels of users.

- Administrator (has access to add or edit anything, and has the extra link to add/edit users

- Technician (can add/edit customers, tickets, customer products, and customer equipment)

- Sales Rep (can add/edit customer info only if the customer is attached to the sales rep’s retailer, can view tickets created for customers attached to their retail store, CANNOT run reports, edit/create/delete tickets, add/edit/delete manufacturers, view tickets not of their retailer, or run any email functions.

***Email Notification***

Every customer created in the system will be associated with a technician. Every

morning, a scheduled process will check the database to see if any customers have scheduled

follow-ups on that day. If a customer has a scheduled follow-up, the system will send an email to

the associated technician informing them of the follow-up along with a link to the ticket.


Application interface will be designed to have a fluid width, minimum of 900px, maximum of 1100px (or similar).

The finished product must be cross-browser compatible with IE 7, IE 8, Firefox 3.5, and Safari 4

Source code must be provided to us when finished, to be installed on our own web server by us. We need to be able to edit the source code, so the code must be clear of any security techniques to only allow the programmer to edit.


Retailer = retail Store

Sales Rep = salesperson attached to a specific retailer

Customer = customer attached to a retailer, purchased a product from store

Manufacturer = manufacturer of a product a customer purchased from retailer

Technician = support person who handles tickets and follow ups

Product = purchased by a customer, can be more than one per customer

equipment = items attached to a product, can be more than one to a product

Service Company = attached to a retailer, can be attached to multiple retailers. retailers can have more than one service company. customers can only have one service company per product

We like jquery, so the winner of this project must be able to use it...thanks!

Beceriler: AJAX, Müşteri Desteği, Javascript, MySQL, PHP

Daha fazlasını gör: width first search, what is sales support, what is placement new, what does a programmer need to know, what a php programmer should know, we need sales representative, we need a sales representative, web support programmer, us outdoor store, us outdoor sales representative, us legal support, user interface companies, ups store, ups customer service, ups application, title search report, the happy birthday call, technician website, state auto, staff care, source code program php, shape up, service technician, security notification service, security company sales

İşveren Hakkında:
( 1 değerlendirme ) Fargo, United States

Proje NO: #709747



Hi Plz check PMB. Thanks

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Bu iş için 64 freelancer ortalamada $3788 teklif veriyor


We have read full details of your customer support system and we would like to work on your project. for last 8 years and We have been developing websites like [url removed, login to view], [url removed, login to view], [url removed, login to view], [url removed, login to view], citysear Daha Fazla

in %bids___i_period_sub_35% gün içinde7500%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
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Please check INBOX, thanks

in %bids___i_period_sub_35% gün içinde4000%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
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VALUEONWEB is a customer-specific service oriented company has got a Professional and creative team. We are the Professional Web Development Company having rich experience in Web design and development. We have exp Daha Fazla

in %bids___i_period_sub_35% gün içinde3500%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
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We can help in your project, please check PMB and our ratings/reviews to get idea of our experience.

in %bids___i_period_sub_35% gün içinde3000%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
(240 Değerlendirme)

Hello, please see PM for details. Thank you, Nic

in %bids___i_period_sub_35% gün içinde4450%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
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in %bids___i_period_sub_35% gün içinde3000%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
(81 Değerlendirme)

Check your PMB for details!!!

in %bids___i_period_sub_35% gün içinde4285%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
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Quality is a great issue. Please have a look at our profile, reviews and portfolio ( [url removed, login to view] ) before selecting the winning bidder. Thanks, Tonmay

in %bids___i_period_sub_35% gün içinde5000%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
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We have read the complete description including the attachments. We are ready to provide it 100% finished as upto your satisfaction. Please check pmb for more details.

in %bids___i_period_sub_35% gün içinde3000%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
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I am interested.

in %bids___i_period_sub_35% gün içinde3200%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
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Hello! I can do it for you for only $4500. It will take me no longer than 30-45 days. If You choose me I will do my best to do it as soon as possible. best regards Birdwatcher

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Right profile and high quality work await your acceptance. Please check PMB for details. Thanks & regards,

in %bids___i_period_sub_35% gün içinde3500%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
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I'm more than confident I can do this perfectly, please check my Private message, Thanks.

in %bids___i_period_sub_35% gün içinde4500%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
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Sri Technocrat is marvelous in its quality. We have been maintaining the quality in every field whether it is services or training. We have proved our stability. We have been working with the same grace & quality. Our Daha Fazla

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Please check PMB

in %bids___i_period_sub_35% gün içinde6500%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
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Plz check PMB

in %bids___i_period_sub_35% gün içinde3200%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
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We are offering one stop solution for your all IT needs. See PMB for more information. Thank you.

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Hello, 10+ years exp freelancer here, can deliver a quality & professional work in the timeframe posted. Please contact me via PM for any question, Thanks.

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Please Read PM..

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