CRM, Zapier

Hello,

I’d like to provide a more comprehensive outline of the CRM features we’re looking for:
1. Data Capture & Management:
• Record details for each request, including:
• Date of service
• Associated client
• Type of service (VIP tables, restaurant bookings, transfers, hourly service, etc.)
• Location
• Vehicle type (if applicable)
• Hours worked (start/end times as needed)
• Costs incurred (with automatic total calculation)
• Some services may only require a start time, not an end time.
2. Task & Workflow Management:
• Convert incoming client requests or messages into structured itineraries or tasks.
• Automatically add confirmed details into Google Calendar.
• Create tasks for unassigned items (e.g., need a chauffeur, need a vehicle) to highlight pending actions.
• Assign resources (chauffeurs, vehicles) to tasks and update their status (in progress, pending, completed).
3. Filtering & Reporting:
• Filter by client to view all related requests, hours, and costs.
• Filter by chauffeur to view their assigned tasks within a specified period.
• Filter by date range to see all services within those dates.
• Filter by vehicle to view all related jobs.
4. Draft Invoicing:
• After completing a set of jobs, select a date range or period for a particular client.
• Export these details into a draft invoice format.
• The draft should include services rendered, hours, and costs, and allow for manual modifications before finalizing the invoice.

Our goal is a streamlined system that starts at the initial request, manages tasks and schedules, provides clear reporting and filtering, and ultimately simplifies the billing process. Please let me know if you have any questions or need further clarification. I’d be happy to schedule a call to discuss next steps.

Thank you,