Inflatable Rental CRM Platform

Customer: AI | Published: 17.12.2025

I’m looking for an experienced developer/team to build a custom web-based system for my inflatables/event rental company. This will replace our current custom website and provide an all-in-one platform for lead/quote management, booking, payments, contracts, scheduling, routing, inventory packing lists, staff time clock, expenses/receipts, and reporting. Must-have features (Phase 1 / MVP): CRM to capture quote requests (customer details, event details, items selected) with pipeline stages Quote builder + pricing rules (trip charge by distance, add-on fees, discounts/coupons) Capture setup surface (grass vs concrete) and auto-add sandbags fee/accessories if needed Booking confirmation logic: 50% deposit to confirm, remaining balance due 14 days before event, full payment if booking is <14 days away Automated reminders for unsigned quotes / unpaid deposits / unpaid balances (email and optionally SMS) Contracts with e-signature (DocuSign/Dropbox Sign or similar) Payments via Stripe, including ability to store card on file (tokenized) and charge saved cards Inventory catalog with accessory requirements and packing list generation Admin dashboard + staff portal Phase 2+ features: Staff scheduling (roles/skills, availability submission, draft → publish schedule, notifications) Shift offers/last-minute assignments (email/SMS), shift swaps requests Time clock with lunch breaks + GPS capture at clock in/out, weekly timesheets with admin approval/editing Fleet/truck tracking + “special delivery items” (tow/trailer requirements, driver qualifications) Best-effort route planning with admin review/adjustment Expense/receipt capture for company cards and reimbursements with approval workflow Post-event customer feedback text 2 days after event (5-star → Google review link; <5 → manager follow-up ticket) Reporting suite: sales, item sales, closing ratios, receivables, utilization, labor cost, profitability, HST/payroll summary outputs Technical expectations: Build as a modern web app (mobile-friendly; staff portal should work well on phones) Backend API + database (PostgreSQL preferred) Background job system for automations (reminders, messages, report generation) Integrations: Stripe (payments), Twilio (SMS), SendGrid/Postmark (email), e-sign provider, Google Maps (distance) Must be written in a maintainable way and designed so features can be enabled/disabled (future SaaS-ready) Hostable on my own server/VM (Linux). Prefer containerized or systemd-managed deployment with clear docs. Deliverables: Source code + database schema + deployment documentation Admin/staff UI Integration setup instructions Basic test coverage and secure authentication To apply, please include: Similar systems you’ve built (CRM/booking/scheduling/payments) Recommended tech stack Rough milestone-based estimate (MVP vs full build) Any questions/risks you see