DreamzCMMS Customer App

The DreamzCMMS Field Sales Customer App is a comprehensive tool designed to streamline field sales operations, providing users with real-time data, task management, and invoicing functionalities. Here's an overview based on the screenshots:

Key Features:

1. Dashboard Overview:

   • Displays key metrics such as the total number of jobs (open/closed) and invoices (paid/unpaid) within a selected date range.
   • Provides a search functionality to filter data based on specific periods.

2. Job Management:

   • Shows a job list with details such as job title, ID, assignee, and status (e.g., Open, Work in Progress).
   • Allows users to view job-specific details, including start and end dates, requester information, and project mapping.

3. Customer Details and Review:

   • Provides detailed customer information, including contact details, project name, and job requirements.
   • Features a customer review section to capture feedback.

4. Invoice Tracking:

   • Displays invoice details such as amount, date, and remaining balance.
   • Ensures transparency in financial transactions with a direct link to payment logs.

5. Payment Log:

   • Logs payment details, including the payer’s name, email, amount, payment date, and status (e.g., Success).
   • Helps track financial records efficiently.

6. User-Friendly Navigation:

   • Intuitive interface with options to message, view details, or log activities directly from the app.

Benefits:

1. Enhanced Efficiency: Streamlines job tracking, invoicing, and payment processes.
2. Improved Customer Relations: Provides clear communication and transparency for customers and teams.
3. Real-Time Updates: Ensures users have access to the latest information about jobs and payments.
4. Data Centralization: Combines job details, financial transactions, and customer information in one platform.

This app is an essential tool for field sales teams, enabling them to manage tasks, invoices, and customer interactions seamlessly.

Here is a reference video:

Steps to access the DreamzCMMS Mobile App

There are 2 ways to log in into the mobile app: by using password and by using OTP.

After logging in to the app, the homepage will appear showing two tabs: Jobs and Invoices. Also you will see a date filter from where you can filter the records as per your needs.

Next on top there is a Settings icon from where you can edit, view and update your profile information. You will also have the option to change your password as well.

If you tap on the Jobs tab, it will show you a list of the jobs that have been created. 

You can also view the details and track the current status of the job.There are several other tabs like the Location, Assignee, Files providing information about the job location, job assignee and job related files respectively. 

Customer can directly chat with the admin by tapping on the Message icon present below the Review button.

Customer can also view the Invoice from the respective tab. They can tap on Log to view the payment log as shown

The customer will also have the option to submit their Review by tapping on the Review button present on top right of the Job Details page.

From the home-screen, if you tap on the Invoices tab then you can view the Invoices list. You can tap on Log to view the payment log for that invoice and you can tap on Details to view the invoice which opens up in the browser.

The More option present on the footer, provides access to the menu having options like Jobs, Quotation, Sales Order, invoice, My Accounts, Chat List and Service Items. In case, the customer has access to other companies then they can switch companies by tapping on Change Company.