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CRM & Deck Construction Management Software

Freelancer

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event发布于 2026年10月22日 · verified我们于 2026年10月22日 确认该职位仍然有效

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US$ 750 – US$ 1.500 (每个项目)

职位介绍

I need a single, cohesive platform that covers our entire workflow as a specialty deck-building company—from the first phone call right through to the final invoice and 3D render. The build should be web-based (mobile-friendly), modular, and ready to scale as our team grows. CRM MODULE • Customer database management that keeps every contact, note, file, and photo tied to a household or commercial site. • Lead tracking and follow-up with automated reminders, pipeline stages, and email/SMS touchpoints. • Sales reporting and analytics that break down close rates, average deal size, and marketing source ROI at a glance. CONSTRUCTION MANAGEMENT MODULE • Project scheduling and tracking with a drag-and-drop Gantt or calendar view, task dependencies, and change-order logging. • Resource allocation and management so crews, equipment, and materials are booked without double-ups. • Budget and expense tracking that compares estimated vs. actual costs in real time and pushes data to QuickBooks or Xero. DECK DESIGN MODULE • 3D modeling and visualization that lets us place a deck onto a photo or lot plan and spin it interactively for clients. • Material cost estimation that auto-updates as dimensions change, pulling live lumber and hardware prices via API when possible. • Blueprint and layout creation that produces permit-ready PDFs with footing locations, beam spans, and hardware callouts. Technology is flexible, but I’m leaning toward a modern JavaScript stack (React/Vue front-end, Node.js or Django back-end) with a PostgreSQL database and REST/GraphQL API so we can eventually integrate with Zapier, Slack, and our accounting software. ACCEPTANCE CRITERIA 1. A working SaaS-style MVP deployed to a cloud host (AWS, Azure, or GCP) with separate environments for staging and production. 2. Source code in a private Git repo with clear README and setup scripts. 3. User roles: admin, sales, project manager, design technician, and client portal login. 4. Demonstration data loaded so we can run end-to-end tests: create a lead, convert to project, design deck, schedule crew, track costs, and generate a sales report. 5. Fully responsive UI and cross-browser compatibility (Chrome, Edge, Safari, Firefox latest versions). Please outline your proposed tech stack, timeline, and any similar projects you’ve shipped. If you already have a deck-design engine or CRM framework that can be customized, highlight that—speed to market matters.

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