Custom CRM Development from Scratch for TristateNDT

The heart of the system is an interactive dispatch calendar with real-time WebSocket updates. The manager sees all technicians as columns and drags visits from the unassigned pool onto the right day and hour — and changes appear instantly in every other open dispatcher session, with no page reload. Statuses flow Pending → Scheduled → Confirmed → Dispatched. Every visit is linked to a technician, an equipment unit and an order — the system blocks any double booking.

A dedicated page lists all scheduled visits with filters by date, technician, status and customer. The Dispatch page on the same level handles dispatching crews to job sites: status changes, equipment linkage, Ready Units checks and the Orders ↔ Visits ↔ Technicians linking logic.

The full visit card lives in a single modal: date and time, assigned technicians, equipment units, the linked Order and the list of equipment sections to test. Editable at any time, with change history retained and automatic schedule recalculation.

A list of all orders with search, sorting and filters by customer, status and period. Each order has its own set of equipment sections, a linked customer PO, visit schedule and financial status. Long-running orders with multiple visits and staged billing are supported.

A multi-step order creation wizard: pick a customer, an address with coordinates, equipment sections with search across existing units, automatic price calculation per Eddy Current Tier rates. All complex NDT pricing logic is baked into the form — the manager fills business fields, the system calculates totals.

A specialized order card for Eddy Current testing. Inside: a list of equipment sections with tube types, quantities and testing configuration. TristateNDT's own testing devices push measurement data into the CRM via API, and results are automatically attached to the matching sections.

A quotes module with two bundle types: Eddy Current and Non-EC. The manager assembles the quote from equipment sections and units, generates a PDF and emails it to the customer right from the system via sendQuote / sendEmailWithQuote. The quote status is tracked all the way to conversion into an Order.

An interactive quote builder: pick line items from the services catalog (Eddy Current Tier, Other Services), add the customer's equipment sections, manually tune prices and discounts. Totals are computed automatically with currency formatting via v-money.

The first step in the sales pipeline: Estimate — a preliminary work scope and price before drafting a final Quote. Lets the team quickly capture the scope, present a ballpark to the customer and later promote it into a full quote.

Invoices with colour-coded statuses: overdue (red), paid (black), partially paid (yellow). Support for reminders (sendReminder), share links and an automated embargo policy: when payment is more than 90 days overdue, a PO is missing, a holiday hold is active, or the customer is brand-new, the system blocks new work until the debt is cleared.

Recording incoming payments from customers with linkage to specific invoices. Partial payments, multi-invoice payments and various methods (check, ACH, card) are supported. Each payment reduces receivables and lifts the embargo per the rules.

Bank deposit management: group received payments into batches and record the actual deposit into the bank account. Lets the team reconcile CRM data with bank statements and keep cash discipline in order.

A dedicated module for managing customer POs (Purchase Orders) sent before work starts. The CRM stores the PO number, document file and links it to the order sections. If the PO is missing, the embargo kicks in automatically and new work for that customer is blocked.

A customer database with full profiles: company, contacts, addresses, embargo status, financial history, all orders and invoices. A separate add-customer screen with validation and duplicate checking. Primary customers are supported (excluded from certain embargo rules).

A dedicated address book with geocoded coordinates (lat/lng). Every visit hands the technician a precise point — paving the way for future Google Maps directions integration and GPS tracking via MQTT devices.

Technician profiles with contacts, pay rates, skills and links to equipment units. A separate Time Off module with PTO, VAC, SCK, HOL, BEV, JDY, PPL, BTO, UTO codes — vacations and absences automatically block calendar slots.

The TristateNDT testing equipment catalog (units), linked to technicians and orders. The crucial part: every device is integrated with the CRM via a REST API — field measurement data lands in the right order section automatically, without manual transcription. This is the key integration that removed the errors of copying numbers from paper.

Service catalog setup: Eddy Current Tier rates (differentiated by complexity and tube type) and Other Services. Quotes and invoices pull prices from this catalog — change a rate in one place and it propagates everywhere.

Business reporting: Travel report per technician (mileage, drive time), annual revenue analysis, customer receivables. The dashboard shows 7 widgets: Invoice Summary, Income, Job Confirmation, Top-10 Customers, Income by Method, Year-on-Year, User Activities.

A multi-role system: managers, dispatchers, accountants, technicians. Each role sees its own set of modules. A dedicated UsersActivity log records every action — who created an order, who changed an invoice status, who recorded a payment. User profile with notification and access settings.