Changeset 2132470
- Timestamp:
- 08/02/2019 02:07:12 AM (7 years ago)
- File:
-
- 1 edited
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tradies/trunk/README.txt (modified) (4 diffs)
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tradies/trunk/README.txt
r2129334 r2132470 6 6 Tested up to: 5.2 7 7 Requires PHP: 5.3 8 Stable tag: trunk8 Stable tag: 2.1 9 9 License: GPLv2 or later 10 10 License URI: http://www.gnu.org/licenses/gpl-2.0.html 11 12 == Description == 13 14 Tradies is basic CRM based on the Getting Things Done® by David Allen's GTD® Methodology. 15 We made this plugin for our design studio for tradies such as builders, carpenters, bricklayers, plumbers wanting a basic CRM, project manager, proposal and invoicing system to easily manage their business from just one location- their Wordpress admin. Further, Tradies can be used for not only the construction industry but anyone who wants a CRM for their business web designers, accountants, manufacturers etc. 16 17 Tradies functionalities is similar to that of Asana and Trello all in one, where created to dos are automatically added to the dashboard in columns and positions and moved around like you do in trello. 11 18 12 Lifes about To do's. Tradies allow Construction businesses such as builders, carpenters, bricklayers, plumbers etc organise their days with this simple plugin. 13 14 == Description == 15 16 17 Tradies is a plugin made for the construction industry. It allows builders, carpenters, bricklayers, plumbers pretty much any tradie or small business to easily manage their business from just one location- their wordpress admin. 19 Its a simple, yet expandable to do system which supports you as a customer relationship manager. 18 20 19 Tradies is based on Getting Things Done® by David Allen's GTD® Methodology, and has the simplified functionalities of Asana and Trello all in one.20 21 Its a simple, yet expandable to do system which supports you as a customer relationship manager for .22 21 Features 23 24 22 25 23 - To do has 'types', so a to do can be customised to read 'buy', or 'research' or 'build', for example when shopping for material at the hardware for your current project you can select the buy type and see other projects which may need material to be purchased as well, so your not wasting time going back and forth to the hardware. 26 24 - The dashboard lists the selected to do items, in rows which can be moved around just like the Trello - kanban type system 27 25 - To dos also have Tags which allow you to group certain to do's together. For example you could create a tag called 'staff ' and that way when your having meetings with your staff you can only list to do's in that group 26 - drag and drop, positioning to dos to the level of priority while within the table view 27 - proposal system 28 - invoicing system 29 - auto proposal creating from forms filled in and sent from front end of website. 30 - plus much more being currently developed 28 31 29 30 31 32 == Installation == 32 33 33 34 e.g.35 34 36 35 1. Upload `plugin-name.php` to the `/wp-content/plugins/` directory … … 49 48 We will be adding many components to this plugin from quotation, invoicing system to 50 49 SEO, and tracking... stay tuned. 51 52 == Screenshots ==53 50 54 1. icon-256x256.png 51 == Screenshots == 52 53 1. Getting Things Done® by David Allen's GTD® Methodology gtd.jpg 55 54 2. icon-256x256.png 55 56 56 57 57 == Changelog == 58 58 59 = 1.0 = 59 60 = 2.1 – 2019-08-1 = 61 * added: drag and drop functionality on to dos table 62 * added: proposal and invoicing system 63 64 = 2.0 – 2019-07-27 = 65 * fix: removed some test print commands 66 67 = 1.0 – 2019-07-27 = 60 68 * Created readme.txt file. 61 69 * aded images … … 67 75 * Tradies plugin started. 68 76 69 70 == Arbitrary section == 71 72 We'll be creating a video soon to explain how to best use this system and its benefits 73 74 == A brief Markdown Example == 77 78 == Overview == 75 79 76 80 … … 78 82 2. To do system based on Getting Things Done® by David Allen's GTD® Methodology 79 83 3. To do's auto created on Trello like dashboard 84 4. proposal creation 85 5. invoicing 80 86 81 87 82
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