SunVault Shades Custom Sales App Development

We are looking for an experienced developer to build a custom iPad/tablet estimating and sales application for **SunVault Shades**, a shade sail and custom shade structure company. Our main goal is to eliminate the delay between a site visit and the customer receiving an estimate. We want our sales rep to be able to go to a customer's property, enter all project details into an iPad, calculate the approved selling price immediately, generate a professional proposal, have the customer sign it, and send the project information into GoHighLevel CRM. Our ideal workflow is: **Customer Appointment → Enter Project Details → Calculate Price → Generate Proposal → Customer Signature → GoHighLevel CRM → Operations → QuickBooks/Accounting** The software needs to be simple, professional, fast, and built so we can scale to multiple sales reps and multiple states in the future. ## 1. Customers Create and store customer information including: * First and last name * Company name if applicable * Phone * Email * Project address * Billing address * City * State * ZIP code * Lead source * Assigned sales representative * Notes * GoHighLevel Contact ID A customer may have multiple projects. ## 2. Projects Each project should contain: * Project ID * Customer * Project name * Project address * Sales representative * Appointment date * Residential or commercial * Project type * Project description * Project status * Photos * Site notes * Rendering/image attachments * Special site conditions * Internal notes * Estimate amount * Approved selling price * Deposit required * Remaining balance * Signature status * Signed date * GoHighLevel Opportunity ID Possible project stages should be editable but may include: New Lead Appointment Scheduled Site Visit Complete Estimate In Progress Estimate Ready Estimate Sent Contract / Deposit Pending Sold Operations Project Complete Closed Lost ## 3. Shade Sails A project must support an **unlimited number of shade sails**. Do not create fixed fields such as Sail 1, Sail 2, Sail 3, etc. The rep should use: **+ Add Shade Sail** Each sail should include: * Sail number/name * Shape * Fabric type * Fabric color * Measurement A * Measurement B * Measurement C * Measurement D if needed * Square footage * Attachment points * Height information * Design notes * Internal cost * Customer selling price Current fabrics may include: * Commercial 95 / Comm95 * Heavy 330 / Heavy 430 * Dual Shade 350 Administrators must be able to add/change fabric types and pricing later. ## 4. Poles Each project must support unlimited poles. Use: **+ Add Pole** Each pole may include: * Pole number * Pole size * Wall thickness * Pole length * Above-ground height * Embedded height * Base plate yes/no * Finish * Paint or powder coat * Straight / cantilever / custom fabrication * Footing required * Internal cost * Customer price * Notes Current examples include 4x4 and 6x6 steel poles, but additional sizes must be supported later. ## 5. Wall Mounts Each project should support unlimited wall mounts. Fields may include: * Wall mount number * Mount type * Surface type * Wall material * Attachment method * Height * Hardware required * Custom fabrication * Internal cost * Customer price * Notes ## 6. Footings Each project must support unlimited footings. Fields should include: * Footing number * Associated pole * Diameter * Depth * Concrete quantity * Rebar * Excavation required * Equipment required * Soil/site conditions * Internal cost * Customer price * Notes ## 7. Hardware Hardware should be configurable and may include: * Turnbuckles * D-rings * Perimeter cable * Stainless-steel hardware * Wall plates * Custom brackets * Other hardware Quantity and pricing must be editable. ## 8. Installation and Other Costs The project should allow us to include: * Labor * Crew size * Installation * Excavation * Mini excavator * Lift * Other equipment * Travel * Mobilization * Delivery * Hotel/per diem if re