AFC

Done demo & below are the MOM
Hi everyone,

I have finalized the Minutes of Meeting (MOM) for our December 31st sync. I’ve outlined the end-to-end flow discussed along with specific action items required from your side.

Could you please review the points and provide the necessary details at your earliest convenience? This will help us stay on track with the implementation.

1.Email Sending & Quotation Approval (New)
The email-sending feature shall support both customer-associated email addresses and manually entered additional email addresses. Quotation approval shall be strictly restricted to customer-associated email addresses only. All other email recipients will have view-only access to the quotation.

2.Customer Enquiries Section
Add a dedicated Customer Enquiries section to manage and track customer enquiries separately.

3.Tax Calculation Rules
Tax shall be applied only to inventory items (products included in the selected service). Tax shall not be applied to labour, demolition, or service-only charges.

4.Quote Delivery via Text Message
Enable the option to send quotations to customers via text message (SMS).

5.Copy Request to New Customer (New)
The system shall allow users to copy an existing request with all its details and create a new request by assigning it to a different customer.

6.Additional Notes Visibility (New)
Additional notes entered during request creation shall be displayed as customer-facing additional notes on the Create Quote page.

7.Quote Status on Partial Approval
When a customer approves a quote but does not pay the required deposit amount, the system shall update the quote status to “Waiting for Approval.”

8.Site Visit Management (New)
Enable site visit functionality for a request based on the selected service. If a site visit already exists for the request, the system shall update the existing site visit details. If no site visit exists, the system shall create a new site visit for the request.

9.Zelle Payment Details Update
Update the AFC company’s Zelle payment details, including QR code, email address, and phone number (required Zelle company details).

10.Payment Method Label Updates
Update payment method labels as follows:
Card (Online Stripe Page)
Card Manual (Card Reader)

11.Edit Payment Schedule on Partial Payment (New)
The system shall allow users to edit the payment schedule amount when a customer visits the store and makes a partial payment.

12.Mandatory Adjustment Note on Job Closure (New)
When a job is closed with an adjusted amount, the system shall require the user to enter a note. This note shall be included in the final invoice email sent to the customer.

13.Contractor Management Module (New)
Introduce a Contractors module where contractors are created as service vendors. Contractors shall be mapped to jobs, with complete end-to-end workflow including request assignment, job allocation, payments, balance sheets, and reporting. A default Test Contractor shall be created and the full flow implemented.
(All Contractors → Assigned Jobs → Payments)

14.Bulk Upload of Vendors (New)
Enable bulk upload of purchase and service vendors via Excel. Upon upload, new product vendors and service vendors shall be created automatically.

15.Customer Enquiries via Excel Upload (New)
Implement a Customer Enquiries module that allows enquiries to be uploaded via Excel and converted into requests. Provide a sample Excel template for upload.

16.“Get My Quote” Form Integration (New)
Create a Get My Quote form page within the existing Atlanta Fence Company application (using GoDaddy details). Submitted leads shall be stored as enquiries and not directly converted into requests.