Small Business Client Portal & Employee Portal Creation

Customer Portal:


No picture of the house. No regular quarterly service – there should be a place where they can submit a request for service.

No last payment.

No approx next service. This should only show up as a reminder when our service coordinator makes an appointment.


No Regular Quarterly Service.

No Approx Next Service – Instead this should only show up when they have made an appointment.

No First Service.

Instead of calling it “Service Agreement”, change it to “Monitoring Agreement”.

Instead of call it “Service Reports”, change it to “Work Order”.

Payments: They should be able to edit, pay bills and look at past invoices.

Change Password: Call it “Change Info” instead of “Change Password”.

They should be able to edit their password for their portal as well as edit their passcode and verbal duress code for the monitoring center. (Any way we can get an email sent to info@[login to view URL] when they change anything on this page)?

There should also be a link to [login to view URL] – Call the link Change Contacts.

Contact Us: Have our number, address, email as well as buttons for each department. These buttons will be links to email address.

Employee Portal:

Same type of feel as the customer portal (colorful, simple but interactive).

We need:

- A data base that can hold all our customer contacts (cloud base).

- A vertical calendar we can make appointments with. Here are the request from our service coordinator:

* Editable title for the event.

* Editable text box for template.

* If possible, I would like to have the Calendar Event Template automatically populate the text box when I create a new event.

* Ability to add multiple technicians to one job

* Blocks show for the entirety of the appointment

* Easily move one appointment to another technician

* Color coded technicians

* Easy to see appointment address


* Event change colors when the technician is on the way.

Text our customers.

The biggest issue we've run into with field service management software is we do not have freedom of scheduling. Most of the time, we have 3-4 big projects that our installation crews work on. The same guy does not go to the same job day after day though. I also have some installers who do service, so I need a calendar where I can schedule jobs without adding them to the customer database or having to create a work order. If we used any of the software I looked at, we would have had to continue scheduling the installers in Google Contacts and my single service tech in the software, which is what we are trying to avoid. Please let me know if you need any clarification on this!

Skills: PHP, HTML, MySQL, WordPress, Software Development

About the Employer:
( 0 reviews ) Upland, United States

Project ID: #21834662

69 freelancers are bidding on average $1693 for this job


Dear employer i went through your attached files and i am having some technical question on this so let me know when you get time to discuss on this and clear the doubts. By the way as a custom/core portal developer i More

$1800 USD in 15 days
(186 Reviews)

Please accept my bid for your wordpress employee portal as i have been developing similar type of websites since 2002 and i can start working immediately after a short discussion. Skills: Wordpress, PHP, Drupal, MySQ More

$2000 USD in 39 days
(259 Reviews)

Hi there, I have read everything carefully and as per my understanding, you are already using CMS Compass and now want to create your own custom CMS to cater all the limitations which you are facing. Questions: - Ca More

$1700 USD in 30 days
(108 Reviews)

Greetings, My name’s Mike, the owner of a well established Software Development company - Webeteer that has been responsible for developing and deploying over 500 + websites over the last couple of years. Majority of More

$1450 USD in 30 days
(321 Reviews)

Hi, Immediate Available, Price and time after detailed discussion Please visit a few recent jobs performed: [login to view URL] [login to view URL] [login to view URL] [login to view URL] https:// More

$2352 USD in 45 days
(606 Reviews)

IT FLEX SOLUTIONS has focused exclusively on the Web Development/Designing projects with 10+ years of service. Our Web Development/Designing expertise has helped clients to create e-commerce, social networking, real-es More

$1250 USD in 20 days
(309 Reviews)

Hi, We are expert in designing as well in development. We will provide you quality of work. We will provide you our [login to view URL] want long term relationship with you. Please choose us and provide a chance to work with y More

$1800 USD in 30 days
(193 Reviews)

"Techno Source Web PVT LTD" is a Leading Software development company since 2012. Hello There, Hope you are doing great! I would surely assist you in this project. If feasible, can you please provide me Project R More

$3000 USD in 20 days
(296 Reviews)

Hello Trident Co. Team, This is Akash here. I have checked the complete details you have posted in project as well I checked the two sheets you have shared. The project looks interesting and I think once developed, More

$3000 USD in 30 days
(331 Reviews)

Hello, As per need, you have Small Business Client Portal & need Employee Portal Creation, we have shared our company portfolio please go through it: We have a team of professional Full Stack developers with an exper More

$2000 USD in 30 days
(240 Reviews)

Hello There, Greetings of the day!! I have carefully gone through your requirements for the client portal requirement and employee creation portal. I am a Certified expert WordPress, PHP Designer, and developer wit More

$2000 USD in 30 days
(334 Reviews)

Hello, Greetings! SIMILAR WORK SAMPLES: == [login to view URL] == [login to view URL] == [login to view URL] I have gone through your job description. We will design & develop a website by adding all the f More

$2000 USD in 30 days
(212 Reviews)

Hi There, Thanks for your valuable time. :-) Please check below points : 1. Customer Portal: Dashboard: No picture of the house. No regular quarterly service – there should be a place where they can submit a reque More

$1987 USD in 50 days
(801 Reviews)

Senior Web Designer/Developer with 7 years of experience: Hello, I am ready to help you on an immediate basis to develop a website as per your requirements. I will develop Seo friendly and fully responsive website More

$1225 USD in 21 days
(122 Reviews)

Hello Sir I am Umer, a professional SEO friendly website developer. I can develop your website with full perfection. Our developed website will be cross-browser compatible, fully responsive for all devices, SEO frien More

$1250 USD in 7 days
(340 Reviews)

Hello, ** Please review similar project work done:: [login to view URL] >> As the scope of the project is vast, so could we have a discussion on the freelance chat room to make sure we both are on the same More

$1850 USD in 30 days
(69 Reviews)

Greetings of the day. Hope this proposal finds you in the best of your health. It is my humble offer to present my services to you for this Customer Portal development project. I have passed 15 certifications here (& More

$1250 USD in 7 days
(49 Reviews)

With Freelancer Preferred badge bound to give 100% Quality (Let's Chat) Hello, A great team is here for your service!! I read the project description properly, and I agreed to fulfill 100% of all your requirements. More

$1411 USD in 20 days
(196 Reviews)

First of all, I can code anything that you can think of, I only need your imagination. I will code an attractive and interactive website with the client and employee portal and all features as you have mentioned, it wi More

$2000 USD in 25 days
(88 Reviews)

Hello, We have gone through the attached files surely, we will help you out in developing a portal for business Clients and Employees as mentioned in the description. We have a team of highly skilled and experienced w More

$1200 USD in 12 days
(299 Reviews)