Vtiger customisation for a Not for profit consumer protection group
We issue guarantee documentation on behalf of contractors to consumers, we also vet contractors for suitability on initial application.
There is an initial vetting to be added to our database. There is an on-going minimum of 2 inspections per year or 1% of jobs lodged with us whichever is the highest
• Feed into vtiger from our online application system for new contractors, import as csv
• Feed into Vtiger csv from our online job registration platform
o Details of import – Consumer location, project details
• Feed out of Vtiger XML of project to local authorities via provided schema of all jobs
• Export to print machine (on network IP) for issuing paperwork to consumer (standard template, with job address merged)
• Invoicing requirements
o Fees are charged, annual member fee, plus per job fee, plus inspection fee.
o Sales people give discounts on all of the above dependent on client
o Payment from contractors to us are by variable monthly Direct Debit
o Annual member+ inspection fee divided by 12 then add job lodgement fee.
o Each member gets a monthly statement (invoice) and the system needs to export to our DD software.
• Forms – changing tags on some form fields
We will use the following function of vtiger:
• Contact management
• Customer support module (help ticket system)
• Project management
5 freelancere byder i gennemsnit £660 for dette job
Hi, I have more than 2 years of experience on Vtiger. I have created custom module and have very good idea of php code and Vtiger [url removed, login to view] add me on skype girish_joshi007