Shop Management App TO DO List ============================== -Check my ChatGPT chat about surface area for a few solid ideas for the system -Add SMS capabilities -Fix up approve/decline messages between customer and user on quote approval feature Done and need testing ===================== -Add sorting to all grids -Add searching to all grids -Add Workers to the system -Allow jobs to be assigned to workers -Add Shop Job Board display to show in the shop -Added quick edits on a few pages -Fix job page customer drop down. It's only showing business names and not individuals -Add country drop down on customer edit and add pages -Conver customer once quote accepted not complete -Add Dashboard page -Low Inventory Warnings display -Overdue jobs -Todays Jobs -new quote button on customer page doesnt pre-select customer -Add customer job history page -Profiles can now change from a light theme to a dark theme as well as other appearance changes -Date format can be customized per profile -Timezone can now be changed per profile -Have company logos stored in the database with the other company information -Add Company Name under Logo in navbar -Make logo bigger -Update create quote page to show names of individual customers or company name depending on which type it is -Validate that the company has entered operating costs before allowing the quote page to be loaded -Make phone number and contact required on quotes for new prospects -Move the create quote button to the right side of the screen to be consistent with other pages -Add setting for tax exempt on customer -Added tax certificate upload as well -Add shop minimum to quoting system and company settings -Add Rush Job Fee (customizable in company settings) -Add ability to quick change the status on the job listing and record who changed the status. -Deactivating company should NOT allow any users to login at all. -Allow superadmins to create company users/managers -Add a print quote button -Add a download PDF button for quotes -When adding users, also create worker records -Add quick update to all view pages -Add Mobile layouts -Fix a few text pieces on the dashboard page that did not invert properly when dark mode was selected -Add ability to upload job photos -Allow photo uploads for jobs before and after photos -Added Log Viewer -Added Seed Data option for super admins that will assist during testing -Add an item list with prices for repeat parts and such -Add manual data seeding that super admins can use to seed a company one at a time if needed -Add Log Viewer for Super Admins -Quotes cleaned up quite a bit and calculations and style changed -Approving a Quote will now auto-create a Job and link back to the quote it came from. -Job Items now appear on the Job Screen with the line items from the quote -Job items can be edited -Add a way to convert a quote into a job -Add multiple item types to add to a quote 1. Pre-Defined item that we can choose from our product list 2. Batch items where we enter the square footage manually as well as the quantity -Add Quickbooks import for customers and price lists (Desktop and Online) -Custom Order Powder not saving or displaying properly on quuote page -Added ability for Companies to define their own Job Status, Job Priority, and Quote Status' via Company Settings > Data Lookups -Add Randomizer Wheel -Add Quickbooks format export for -Customers -Product Catalog -Invoices -Quote for Product Catalog Item is only selecting items from Powder Coating, need all items -Add a Shop Supplies operating cost that will be used on quote calculations -Fix Quote screen, only Powder showing in item dropdown. Need to get all items in an IsCoating category showing up. -Update everywhere that uses tax rate to read and use this setting -Add ability to export a full price list for known items -Add tracking for all changes and show change history on view page. Possibly in a hidden grid or modal -Update the inventory screen to not duplicate color name fields and the like -Add option for metric system -Add Bulk Upload for -Powder -Product Catalog -Customer Data -Add an Appointment engine and Calendar. Also show Maintenence tasks that are scheduled on it -Allow shops to put employee days off on the calendar as well -Fix and Verify user permissions are honored -Run a full security check on the application -Add support for multi stage coatings on an item -Fix Seed Data routines to track errors better and continue past error imports -Add ability to complete a job and enter actual time and materials used -Add export for all data to CSV format -Check calendar resizing with the browser. It's off a bit -Add ability to apply discounts -Remove powder from inventory when completeing a job -Add color change ability for appointment types -Add code to honor the rush charge on a quote -Add options to quote for Sandblasting, Masking, Chemical Strip, Outgas, Phosphate Wash, Degrease -Add ability to add sq ft to product catalog item for powder estimation -Add better UX design for validation errors and such Option 1: Change "ModelOnly" to "All" (1 line change) - Shows all validation errors at top of form in red alert box - User would have seen: "The field Estimated Minutes must be between 0 and 10,000" Option 2: Add inline validation (more complex) - Show error messages right next to the problematic field - Better UX but requires adding validation spans to dynamic fields Option 3: Toast notifications (requires new library/code) - Modern popup notifications for success/error messages - Would need to add a toast library (like Toastr) and wire it up -Add Import/Export for Company Settings -Allow Super Admin to modify permissions for company admins in case we add any in the future, or if anything gets messed up we can fix it! -Allow recurring scheduled maintenance -Let's show scheduled maintenence on the job schedule as well. At the top of the screen -Make sure maintenence shows on the calendar list view. -Add viewing quotes on the customer details page so we can see all quotes/jobs for a given customer to make things easier to find. -Add support for multiple ovens in operating costs -Display oven selected on quote and job detail pages -Allow user to choose an oven on a quote, and have it follow through to a job -Check for any old and outdated code and DB fields! -Add ability to email a quote -Add email capabilities -Add search on super admin companies screen -Set limits on job photos per app tier -Check subscription signup page to make sure the selected subscription is actually saved. -Don't seed the product catalog on a new user -Check to make sure subscription page has quotes and all fields on it -Allow customizing of the quote sheets and invoices (If we do them) -Add feature to allow username changes -Fix quickbooks imports based on files Colton sent -Add thicker border around input fields to signify they are text boxes -Check to make sure emails get sent when a quote is created -Add buttons to send emails manually if needed -Modify price calculations to prompt for service times (ie... sandblasting, oven cure times, outgas times etc) -Add ability to modify items on jobs -Swap quoting page to use modals to add items to segregate it a bit better. -Build account ledger/transaction summary view -Add security for financial pages -Allow opening balances for accounts -Create P&L and other reports -Allow receipet upload on expenses and bills -Download PDF for invoices throws and error -Emailing invoice doesn't seem to trigger -When a customer record has email notifications turned off, disable any email buttons that may send one and alert the user that this customer is set to have notifications turned off. -When doing anything that sends mail, prompt the user to alert them a message will be sent -Create a setup wizard for new users that will walk through system setup. Allow re-running later. -Check Workflow steps in wizard, might need adjusting -Account Summary, use permanent alert for info message at bottom -Add steps so that the new user can customize the data lookups and re-order them -Reorder menu to work better -Add ability to print a job invoice once completed -Add ability to email a job invoice -Integrate invoicing/billing/reports -Add customer portal to approve quotes from a link for now. We can do a full login later. -Need a complexity score for quoting parts (Simple, moderate, complex, extreme) -Add tagging options for quotes and jobs (user driven) -Can we also add this tag system to quotes and jobs to allow users to tag themselves and we can use that data later as well? We'd have to add a good description of WHY the user should add some tags though. -Inventory forecasting might be worth looking into -Build some AI powder usage predictions into the system -AI Production Scheduling - Batching enough parts together to fill the oven automagically -Update dashboard to show some $$$ fields -Update Setup Wizard -Update the Setup Checklist -Modify system to keep running balances of all accounts - Make sure ALL job updates refresh the Shop Display -Add multiple item types to add to a quote AI Agent item where we upload a picture and it will calculate the approximate sq ft and quote from that -Integration with stripe or square to accept online paymens from our users customers. -AI Assistant for help -Allow customer filtering on quotes and jobs -New job page blanks when validation fails -Can we keep track of which users have completed the setup wizard? -Make sure we're tracking logins. I see a user logged on, but the company health page states they have never logged in. -Allow printing blank work orders (model after the SCP Powder Coating blank work order) -IDEA: Print powders to use on work order with their QR code so they can be scanned right from there and usage recorded. Ideas Removed ======================= -Add Deactivate Customer button on Customer Detail page Logins: rich@r2r.com/Ragz2Richs123! rich@cannon.com/Cannon123!