Door Systems of Charleston

Overview

The project involves developing a custom CRM system for managing door product orders and estimates, replacing existing third-party software. The new system aims to streamline and enhance the order and estimation processes and will eventually integrate with Jonas Software and OpenDoor Head for improved efficiency and data management.

What We Have Done

• Admins successfully created user accounts for sales reps, managers, and technicians, setting up the system for operational use.
• Established product types (Custom, Non-custom) and managed product options, enhancing the ability to generate accurate estimates and proposals.
• Enabled sales reps to create estimations, convert them into proposals, and manage them through the CRM. This includes tracking proposal statuses and generating orders.
• Designed a framework for handling multiple quotations within a single estimation, allowing for more detailed and flexible proposals.
• Prepared for integration with Overhead APIs. Reviewed and analyzed API documentation to ensure seamless integration for product pricing and data synchronization.

Code Snippets

Code snippet 1

• Developed a robust function for dynamically saving and updating user data and roles within a Laravel-based application. This function streamlined the process of handling both new and existing user records by intelligently managing form inputs, securely excluding sensitive data, and synchronizing user roles, significantly improving the application's user management capabilities.

Code snippet 2

• Developed a comprehensive data validation function within a Laravel-based application, ensuring robust input validation and error handling for both standard and AJAX requests. This function dynamically applies custom validation rules and messages, detects validation failures, and formats error messages, significantly enhancing the reliability and user experience of the application.

Code snippet 3

• Developed a sophisticated PDF generation module in a Laravel application that dynamically compiles data from multiple sources and customizes document formatting based on predefined parameters. This feature includes capabilities for setting advanced layout options and custom headers, storing the output securely with a unique timestamped filename, and automating the file download process, thereby enhancing the application's document management functionality and improving the overall user experience.

Code snippet 4

• Achievement Developed and implemented a suite of JavaScript functions designed to perform dynamic financial calculations, including Gross Profit (GP) percentage, Markup Units, and Markup Percentages, tailored for complex business datasets. These functions enable precise and real-time calculations of financial metrics, improving decision-making and operational efficiency in business applications.

• Details

• Functionality The code includes efficient logic for calculating gross profit percentages, markup percentages, and unit labor costs based on various business inputs like selling price, truck days, and subtotal.
• Optimization Utilized type-safe operations and conditional checks to ensure robustness and accuracy, handling both positive and zero-value cases seamlessly.
• Integration The solution was integrated into a broader business application to provide accurate financial insights on the fly, supporting better resource allocation and pricing strategies.

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