Add Overview of project & ERPNext design
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Overview-of-project-%26-ERPNext-design.md
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Overview-of-project-%26-ERPNext-design.md
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1. Create a lead
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2. Opportunity
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3. Quotation (bid/estimate)
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- add cost of materials. Auto correct to one way address, Address and email validation. Bypass on new streets.
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- Auto populate map with address. Right now dropping pin where address is, go to actual location to address.
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4. Approval/denial Customer
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- Email approval quotation of customer
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- Create email template, Landry add functionality with button. Timeline?
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5. Create Sales Order
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6. Project
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- auto populate fields
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- Go on calendar, print work orders,
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7. Collect Deposit
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8. Schedule Crew
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- Bug not allowing schedule crew
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- Default project / task defaulting to project number, but they want the common name.
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9. Execute Job
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- auto populate with the project details
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10. Time Tracking (timesheet doc type)
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- add table for crew lead and multiple roles
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11. Complete job
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12. Final billing/payment collection
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- advance payment John customer example
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13. Feedback review customer
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- Email and text message
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14. Warranty follow up
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- auto populate with start and end dates
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