Field Agent Appointment Scheduling tool web based. HTML5, Responsive.
Purpose of tool is to schedule appointments for field agents calendars so they can meet customer and finalize contracts.
Field Agents have access to 1 calendar (their own)
HQ has access to all field agent calendars
Business has multiple field agents in multiple Cities & States in USA.
Headquarters call center (HQ) must be able to access field agent calendars serving a respective city, then schedule field agent appointments, and move, or delete when necessary.
For instance, there maybe 3 agents who server Houston, so when HQ looks for Houston Field Agents, 3 will appear, then the HQ can see the availability of all 3 calendars and setup appointment for 1 of the 3 agents depending on availability.
HQ reps must have logins, and Field Agents login, and admin login.
Profile section needed for field agents, HQ reps
HQ must be able to add customer data
Field agent must have login that would need to be tied to the city they are working in, (maybe via profile etc) . So when HQ looks up a city, then they know which Field agents are servicing that city/area.
Field rep has the ability to mark the appointment with status codes such a complete/incomplete etc. and enter the values of some custom fields, such as mileage etc.
HQ has the ability to run reports of incomplete/complete appointments Field agent, for the day/week/month.
HQ should be able to select State and City, then view available schedules of field agents in that city for any day/time. Zip code radius function to be considered.
Field Agent has the ability to block out times when not available.
Email notification needed for field agents when appointments are made/moved/deleted.
After an appointment is booked, a block of the time after the appointment needs to be unavailable. For instance, an appointment made at 2pm, would not allow the next appointment till 4pm.
End of day validation for required fields is necessary with email notification.
Hello,
I have been through the project description, I understand the requirements mentioned.
I have just one question for now: as you mentioned "HQ reps must have logins, and Field Agents login, and admin login." Can you tell me what functionality is required in admin login?
Rest everything seems pretty clear.
--------About us:
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------our work
Please have a look at a sample admin panel we developed for a volunteer management system
[login to view URL]
username: admin
password: admin
Front end:
[login to view URL]
username: user1
password: 123
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Thanks and Regards
Abhishek
For NBN Minds
$743 USD på 20 dage
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12 freelancere byder i gennemsnit $862 USD på dette job
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