201 USD
29 proposals
Homepage - dashboard.
Statistics - Tasks, payments, clients
BASE 1: "Clients" (Table view)
Properties:
- Name (Title)
- Company (Text)
- Phone (Phone)
- Address (Text)
- Email (Email)
- Notes (Text)
- Files (attachment)
- Regular client (checkbox)
- Service (Multi-select: Bookkeeping, Payroll, Accounting, Business formation, Taxes, Support, Other)
- Tasks (Relation → base "Tasks", bidirectional link, shows related tasks directly in the client card) with current status
- Payments (Relation → base "Payments", bidirectional link) with current status
- Meetings (Relation → base "Meetings", bidirectional link)
BASE 2: "Payments" (Table view, separate base for payment history)
Properties:
- Amount (Number, format — currency)
- Client (Relation → base "Clients")
- Date (Date)
- Status (Future, Invoice, paid).
- Notes (Text)
Add quick filters with statuses and date ranges. Button to download csv.
Add to the client card Rollup "Total of all payments" (sum) and a table of related payments for viewing history.
Dashboard for payments. Total money paid for the week, month. Total future payments
BASE 3: "Tasks" (Board/Kanban view)
Properties:
- Task name (Title)
- Client (Relation → base "Clients"). Allow new value for leads, or Text, if not yet a client
- Task date (Date, ability to add exact time)
- Date (Date, current default)
- Timetracker (automation - integrate a button for tracking time spent on each task)
- Description (Text)
- Estimate (Number, optional, format — currency)
- Task type (Select: Sale, Bookkeeping, Accounting, Payroll, Business Formation, Taxes, Other)
Set up Board view with grouping by status (new, today, tomorrow, future, on hold, archive).
Separately display a table of all archived tasks with a button to download a csv file sorted by parameters
BASE 4: "Meetings" (Calendar view)
Properties:
- Date (Date)
- Start time (include time in the same Date property)
- Client (Relation → base "Clients", allow new value for leads, or Text, if not yet a client)
- Notes (Text)
Display as Calendar view by property "Date".
BASE 5. Regular clients
- Name (Relation - Base Clients Name)
- Company (Relation - Base Clients Company)
- Amount (Number, format — currency)
- Period (Select: Month, quarter, year)
- Service (Relation - Base Clients Service (Multi-select: Bookkeeping, Payroll, Accounting, Business formation, Taxes, Support, Other))
- Notes (Text)
- Dept (Relation - Base Payments - status Invoice)
