nadeocfg/service-crm

CRM for service industry

service-crm

CRM for boilers service center industry

Work flow

1. Client call to service center;
2. If client new, admin create new client on clients page
3. Admin create new order, add that client to order, add job types and parts and attach the service man to that order
4. Server calculate paid depend on service man percents
5. Service man take order in work with buttons on order page
6. After work is done, service man click "DONE" button on order page

PERN Stack

• PostgreSQL
• Express
• React
• Node

Instalation

Before installation you need to prepare Postgresql server with db(db dump included in repo) and .env file, for example:

  NODE_ENV = development
  PORT = 5000
  JWT_SECRET = secret_word_for_jwt_generation
  DB_USER = db_user_login
  DB_PASS = db_user_password
  DB_NAME = db_name
  DB_PORT = db_port
  DB_HOST = db_host
  TG_TOKEN = telegram_bot_token

1. git clone git@github.com:nadeocfg/service-crm.git
2. cd path/to/project
3. yarn or npm install
4. cd ./frontend
5. yarn or npm install

Scripts

yarn server - Running express server with telegram bot

yarn back - Run only express server

yarn client - Run react app

yarn bot - Run telegram bot

yarn start:dev - Run express, telegram bot and react app concurrently

Project description

Entities

• Users
• Clients
• Orders
• Paids
• Cash

Dictionaries

• User roles
• Job types
• Boilers
• Parts
• Order statuses

Server requirements

• Installed Nodejs 16+;
• Installed ts-node(npm install -g ts-node - without this library, you not be able to run server.ts);
• Installed PostgreSQL server;