February 15, 2008 by Gabriela
If you are in the construction business, manufacturing, web site design or lending business, you are doing custom contract work. usually your work involves several steps or tasks, with certain, sometimes legally required deliverables or reports.
Although direct client relationship is golden, it is very useful and elegant to provide your customers with secure, on-line access to the project progress. It might be the case that you will avoid the embarrassing busy tone or the answering machine.
You will also allow your customer to submit requests and track them, for a contact history, very useful in making sure your customers are happy.
You can use open-source software and affordable hosting to offer your customers a productive way to consult their required documents and reports on-line.
We are eating our own dog food, and as our customer you will have the ability to measure the progress of you project, submit requests for change, approve our work and obtain support.
Here is a business as usual work flow for your projects:
1. The customer orders work from you.
2. You open a new project for them and register them as a customer with access to your projects.
3. You break down the project in tasks, some of which have associated documents to be presented to your customers at specific dates.
4. You set up specific permissions for your customers and your employees on what they can or cannot do regarding the tasks and the documents.
5. Your employees update the tasks and the time they spent of the tasks as they deliver the project. When a task is done, they mark it as such.
6. You customer can log in and looks at the status for the project. They mark a completed task closed, to acknowledge they are happy with your deliverable. They can consult and download the documents on-line.
7. You run time sheet reports to understand the costs and find way to streamline your business,
After the project is complete or during the project, your customer can log customer support requests that you can track, to make sure your customers are happy.
To achieve this we will customize the TaskHopper package for you and install it with a secure copy of Joomla in your hosting account.
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