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TRADIES

开发者 tradies
更新时间 2019年10月5日 16:00
捐献地址: 去捐款
PHP版本: 7 及以上
WordPress版本: 5.2.2
版权: GPLv2 or later
版权网址: 版权信息

标签

customer relationship manager CRM asana GTD To do kanban Kanban to do Trello to dos business system systemise business

下载

2.1.5 2.1.7 2.2.1 2.0 2.1 2.1.2 2.1.3 2.2.2 2.2.3 2.2.5 2.2.6

详情介绍:

Tradies is a simple job quoting and invoicing plugin along with a simple To do's system to manage projects on the dashboard. Forms filled on website frontend by site visitors can prefill a quote in the backend for you as a draft ready to be sent out once job is priced up Tradies was made for the construction industry that helps tradies, builders, contractors or any small business wanting run their business within wordpress.

安装:

  1. Upload plugin-name.php to the /wp-content/plugins/ directory
  2. Activate the plugin through the 'Plugins' menu in WordPress
  3. Go through the settings and fill out as much as you can, and start creating to do's, quotes and invoices

屏幕截图:

  • To do items are automatically place on the dashboard. Move items around. Left column items usually needs to be done soon. Right columns not so important.
  • Create invoices easily while on the road on your mobile.
  • To do in list view on the mobile.
  • Easily create quotes manually or auto created when website form is filled on your website.
  • When visitors on your website want a quote, they could fill out a form which wll auto generate a quote in the back end for you to work on with prefilled fields.
  • The CRM is made in way to that you should us the GTD - Getting Things Done® by  David Allen's to help run your business smoothly while you grow without being overwhelmed by projects.

常见问题:

I Need help

Please get support from us via the wordpress forums

Can i capture form details into the CRM

yes, install the 'contact 7' plugin and use the following code to create a form and use the short code created by Contact 7 on any page you like to automaitcally create the form. .col-container { display: table; width: 100%; } .col { display: table-cell; padding: 16px; } Your Name [text* tradies_client_name] Phone [text your-phone] Address [text tradies_client_address] Company Name [text company-name] Your Email [email tradies_client_email] Overview of work required [text tradies_title] Description of work required.. Budget, timeframe [textarea tradies_description 20x4] Extra info such as size, links etc [text tradies_client_extra] [submit "Send"] Under the mail tab, in the messages section paste the following so that you recieve the above details when filled out. From: [tradies_client_name] <[tradies_client_email]> Subject: [tradies_title] Message Body: Phone: [your-phone] Address: [tradies_client_address] Company name: [company-name] Description: [tradies_description] [tradies_client_extra]

My invoices/quotes dont show

  1. make sure you enterd all the details in settings section
  2. try a different browser, if this solves the issue, you need to clear your cache and/or cookies.
  3. If your using Elementor de-activate it and re-activate it
  4. If your using Elementor, and you have setup single-page theme under the theme builder in the templates menu for Elementor Pro this casues a conflict since the invoices use the single page to display invoices/quotes. to over come this you need to delete this entry and create a custom single-page template within your theme

Industries that can use this CRM

Electricians Plumbers Handyman Builders Painters House Cleaners Air Conditioning Arborists Architects Balustrade fabricators Bathroom Renovators Blind Suppliers Bricklayers Building Designers Building Inspections Cabinet Makers Carpenters Cleaners Concreting Curtain/blind isntallers Demolition firms Door makers/installers Drafting providers Excavationers Mechanics/Garages Gardeners Gas Fitters Fencing/Gates Glaziers Gutter Cleaning Security Companies Home Theatre installers Hot Water Systems installers Insulation installers Interior Designers Kitchen maker Landscapers Electrician/Lighting Pest Control Plastering company Pool Fencing Pressure Cleaner Rain Water Tanks Removalists Renderer/Rendering Retaining Walls Roofing / Roof Repairs Rubbish Removal Security Screen Doors Shopfitters Shower Screens Solar Power Tilers / paving firms Timber Flooring Tree Fellers Wardrobes maker Waterproofing Window Cleaners Window Repair Window Tinting Tradies can be used by anyone really, such as web designers, accountants, manufacturers etc.

更新日志:

2.2.6 05/10/2019 2.2.5 21/9/2019 2.2.3 10/9/2019 2.2.2 19/8/2019 2.2.1 19/8/2019 2.2.0 18/8/2019 2.1.9 16/8/2019 2.1.8 14/8/2019 2.1.7 14/8/2019 2.1.6 10/8/2019 2.1.5 9/8/2019 2.1.4 8/8/2019 2.1.3 6/8/2019 2.1.2 2/8/2019