I recently purchased a software called Ultimate Client Manager ( [url removed, login to view] ) or ( [url removed, login to view] )
I would like to use this software as my main Client managing software , invoicing and ticketing systems. However, i would need alot of customisation works done on this software.
I would need
(1) Custom Fields ( Already implemented in the script , just need to add more at the right places )
(2) PDF Template ( Theres a field where you can place the custom codes for the PDF )
(3) Under each customer, there should be a new page called reports and all updates should be updated in the reports page. For example, new invoice, new job, new ticket, replied ticket, customer updated information etc
(4) PDF INVOICING should have a SIGNATURE FIELD where users can sign, and the PDF should update immediately with the signature. ( i will upload a temporary invoice which im currently using )
(5) Each customer should have a field called forms where i can choose some forms which needs to be implemented. For example,
If the invoice has some items like Acer Computer, Mouse, Keyboard. I would like the script the generate a delivery order form.
I would need some other forms like Return Form, etc. All this must be able to sign and also update in the reports.
(6) A field called Letters ( i should be able to type a brief letter with the template and choose from existing customers )
(7) I do have a invoicing module with this system , i need another module which is a quotation module. I should be able to create quotations and then either void it or convert to invoice.
(8) Issue Cheque Button, just a simple form with the ability to choose from existing customers or new, amount , date. and print. Ill give you the format for the cheque printing and it should be implemented as a template so all i need to do is type the details and print, and it should print the details on my cheque.
(9) Certain customer update fields, like contact number should have integration with twilio ( i will give you the curl code to generate a 4 digit pin ) you just need to integrate it.
Ultimate client manager is a sophisticated system , If you're really interested in the project then bid for it. Check the demo of the system.
Should be able to communicate in fluent english.
Must be a very reliable programmer
Must have SKYPE
Previous experience with Ultimate Client Manager Customization would be given first priority.
I believe in such programs, small details or adjustments will be requested as and when and the freelancer should not hold grudges saying that it was not mentioned earlier. We would like to work on a long term basis for this project.
I will only release the full funds upon completion of the entire project. No partial payment will be released on any conditions.
Hi, My names is James. I have read your project Description. It seems easy for me to work on this project. I am ready to discuss more about the project. I am offering you the minimum budget for this project