CRM Application Deployment and Automation

Замовник: AI | Опубліковано: 28.09.2025

Team the price is fix only who are read and understand this maximum price is 500-800 dollars is a ready technical specification (TS) for an automation specialist (developer / team lead / integrator). Names have been removed. The document is intended for deploying an application + CRM on a VPS (manager web app, client web interface and driver mobile app). At the end — a short roadmap with time/cost estimates and options (custom app vs. off‑the‑shelf system). 1. Project objective - Build a centralized system to receive and process orders from two websites, email and WhatsApp, with driver and fleet management, a calendar, and automated invoice and notification delivery. 2. Key requirements (features) - Order sources: - Integrations: 2 websites (webhook/API), email (IMAP parser), WhatsApp Business API (including message templates). - Normalize inbound requests into a common queue (pipeline) with mandatory field mapping. - Order creation and filtering: - Fields: client, phone, email, date/time (with minutes), route (point A, B), tariff, payment method (cash/non-cash), expected cash, options (vehicle type, child seat, etc.), notes, partner/supplier. - Filters/search: by date, driver, vehicle, status, payment method, partner, priority, unpaid/overdue. - Order calendar: - Automatic addition to calendar (manager web UI and driver app calendar). - Visualization: driver calendar (Gantt-like), color-coded statuses (green/yellow/red). - Click opens full order card. - Automatic order assignment: - Rules: driver availability intervals, distance, vehicle type, travel time (map-based calculation), priority, working hours/shifts, minimum gap between orders (e.g., 15 minutes). - Use “availability intervals” (interval ID) for fast assignment. - Driver management: - Track working time (hours/shifts), hours worked, completed trips, earnings calculation (fixed/commission/payment). - Manual and automatic assignment options. - Driver action log (start/finish, photos/acts). - Fleet management: - Vehicle directory: type, status (available/in repair/reserved), current km/maintenance. - Manual reservation of non-standard resources (boat, partner vehicles) with photo/contact upload. - Finance, invoices and commissions: - Generate invoices/proforma/summary reports; send via email/WhatsApp. - Cash logic: record expected cash, record actual receipt (by driver/manager), automatic commission calculation (difference between client price and partner price), payout ledgers. - Aggregate monthly partner reports and ability to convert a report into an invoice. - Support statuses: Invoice Sent / Paid / Paid to Partner. - Notifications: - 24 hours before execution: notify client with driver and order details (WhatsApp/email/SMS). - Driver alerts for new assignment, start/end. - Notifications to accountant/manager for overdue payments, unpaid commissions. - Access control: - Roles: Admin, Manager, Accountant, Driver, Partner (restricted access). - Integrations: - WhatsApp Business API, Email (IMAP/SMTP), maps (Google Maps/OSRM) for time/distance calculation, payment gateways (optional), Zoho (optional), CSV/PDF export. - Logs and audit: - Full audit trail: who/what/when changed; confirmations for uploads (photos/receipts). 3. Architecture and technical requirements - Deployment: VPS (Ubuntu), Docker Compose / Kubernetes (simple configuration). - Backend: Node.js (Express/Nest) or Python (Django/Flask); REST API + WebSocket for real‑time updates. - DB: PostgreSQL (relational) + Redis (cache/queues). - Frontend: React/Vue for manager panel and client web UI; PWA for clients. https://www.limoanywhere.com here is similar project need sorting like this for internal company https://limoexpress.app/?lang=it https://www.unicotaxi.com/solutions/limo-dispatch-booking-software https://limo.global/gestionale-ncc/