It is necessary to build a mini CRM system using Google Sheets and AppSheet for a company that specializes in equipment rental. Functionality:
The company manager can add clients to the database (Name, company, contacts, comments)
create a new request manually, namely, location, date, time, comments
add a budget, manually select it from the already created list, mark the necessary items, set the quantity, and have the ability to apply a discount to a specific item, send a file
add staff who will have access via email
also separately keep track of expenses for this project
Owner:
has the same access as the manager
can manage finances (view income over a period, view expenses over a period), make changes to the price list, new equipment, prices
Technician (authorized in the system) has access to the projects in which he was added/assigned
a reminder is set in Google Calendar for that day of the project
sees the budget without prices, only the list of equipment
sees comments
Equipment has its own quantity, so when the manager counts it for a certain date, the system should automatically subtract the stock and highlight if something is missing for that period
This is a preliminary request, my vision.. we can discuss changes