Billing Site for Pool Industry

Billing Software

1. Create as a standalone site, and have access via pool [url removed, login to view] (please note

that what I want to do is create this as a separate site that we can give access

In the Next phase we create an app that allow us to use it on a mobile device and syncs

with website. This way if you are in the field you can post items to customers

accounts and you can create estimates on the go.

We create a lite version that is free. 10 or 20 customers and has note on the

site billing application compliments of poolnation.

User creates account

User name, password, etc

Company info, company name, address, tel

Upload logo (in paid version)

Show URL (in paid version)

Notes on invoices (in paid version)

Get rid of note on invoice that says billing application compliments of

poolnation (in paid version)

Estimates (in paid version)

The site should be really user friendly.

The main idea of the billing application is that is will have reoccurring

charges. So when you create new customer, you will need to enter the $ amount

that they will be charged on monthly basis. Please take into account that some

months you might charge the customer $100, but during the summer they might be

charged $150. So the user should be able to specify what they are charged per

month and on the first day of the month the system should add the charge to the

customers account.

There are other one time charges that are applied to customers, so for example

in the month of January there might be a charge for $40 that should be applied

to all customers for Filter cleaning. The user should be able to set up those

extra charges and post to all customers they choose. Or for those that they

choose and the system on that month should automatically charge the $40.00.

Tax. The tax feature should allow users to post tax to all line items or to

individual line items. For example when you are doing billing for the pool

service industry monthly charges are not taxable, and labor is not taxable, but

if you install equipment the equipment itself is taxable. Tax percentages change

based on cities so users should be able to enter the percent of tax that they

need to charge.

I sent a screen shot of how the billing page should be laid out. There should be

12 tabs at the bottom, one for each month of the year and the user can go to

that month to post any extra charges.

You should be able to print or email invoices. You should have a function where

you can print all invoices

Compatible on all browsers and iPad


Users should be able to create estimates for customers or new potential

customers. These estimates should have the function to be emailed to the new

customers or to be printed. Users should be able to turn estimates into invoices

once the estimate is approved.

Credit Cards

Integrate Paypal

Key points: do not bid one amount and then give me a different bid once we start talking about the project. Look at the budget. Bids over the budgeted amount will not be looked at. If you have any questions before placing a bid feel free to ask.

Skills: Graphic Design, HTML, PHP, Website Design

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About the Employer:
( 6 reviews ) Anaheim, United States

Project ID: #2550430

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