SunVault Shades Custom Sales App Development

We are looking for an experienced developer to build a custom iPad/tablet estimating and sales application for **SunVault Shades**, a shade sail and custom shade structure company.

Our main goal is to eliminate the delay between a site visit and the customer receiving an estimate.

We want our sales rep to be able to go to a customer's property, enter all project details into an iPad, calculate the approved selling price immediately, generate a professional proposal, have the customer sign it, and send the project information into GoHighLevel CRM.

Our ideal workflow is:

**Customer Appointment → Enter Project Details → Calculate Price → Generate Proposal → Customer Signature → GoHighLevel CRM → Operations → QuickBooks/Accounting**

The software needs to be simple, professional, fast, and built so we can scale to multiple sales reps and multiple states in the future.

## 1. Customers

Create and store customer information including:

* First and last name
* Company name if applicable
* Phone
* Email
* Project address
* Billing address
* City
* State
* ZIP code
* Lead source
* Assigned sales representative
* Notes
* GoHighLevel Contact ID

A customer may have multiple projects.

## 2. Projects

Each project should contain:

* Project ID
* Customer
* Project name
* Project address
* Sales representative
* Appointment date
* Residential or commercial
* Project type
* Project description
* Project status
* Photos
* Site notes
* Rendering/image attachments
* Special site conditions
* Internal notes
* Estimate amount
* Approved selling price
* Deposit required
* Remaining balance
* Signature status
* Signed date
* GoHighLevel Opportunity ID

Possible project stages should be editable but may include:

New Lead
Appointment Scheduled
Site Visit Complete
Estimate In Progress
Estimate Ready
Estimate Sent
Contract / Deposit Pending
Sold
Operations
Project Complete
Closed Lost

## 3. Shade Sails

A project must support an **unlimited number of shade sails**.

Do not create fixed fields such as Sail 1, Sail 2, Sail 3, etc.

The rep should use:

**+ Add Shade Sail**

Each sail should include:

* Sail number/name
* Shape
* Fabric type
* Fabric color
* Measurement A
* Measurement B
* Measurement C
* Measurement D if needed
* Square footage
* Attachment points
* Height information
* Design notes
* Internal cost
* Customer selling price

Current fabrics may include:

* Commercial 95 / Comm95
* Heavy 330 / Heavy 430
* Dual Shade 350

Administrators must be able to add/change fabric types and pricing later.

## 4. Poles

Each project must support unlimited poles.

Use:

**+ Add Pole**

Each pole may include:

* Pole number
* Pole size
* Wall thickness
* Pole length
* Above-ground height
* Embedded height
* Base plate yes/no
* Finish
* Paint or powder coat
* Straight / cantilever / custom fabrication
* Footing required
* Internal cost
* Customer price
* Notes

Current examples include 4x4 and 6x6 steel poles, but additional sizes must be supported later.

## 5. Wall Mounts

Each project should support unlimited wall mounts.

Fields may include:

* Wall mount number
* Mount type
* Surface type
* Wall material
* Attachment method
* Height
* Hardware required
* Custom fabrication
* Internal cost
* Customer price
* Notes

## 6. Footings

Each project must support unlimited footings.

Fields should include:

* Footing number
* Associated pole
* Diameter
* Depth
* Concrete quantity
* Rebar
* Excavation required
* Equipment required
* Soil/site conditions
* Internal cost
* Customer price
* Notes

## 7. Hardware

Hardware should be configurable and may include:

* Turnbuckles
* D-rings
* Perimeter cable
* Stainless-steel hardware
* Wall plates
* Custom brackets
* Other hardware

Quantity and pricing must be editable.

## 8. Installation and Other Costs

The project should allow us to include:

* Labor
* Crew size
* Installation
* Excavation
* Mini excavator
* Lift
* Other equipment
* Travel
* Mobilization
* Delivery
* Hotel/per diem if re