Customer Management App

Application for automobile repair companies

see case result
Customer Management App

Technology

  • Python
  • Django

Location

  • Germany

Team on project

  • Back-end developer
  • Front-end developer
  • UX/UI Designer

Case results

60%

Better finance
management

45%

Increase in company
organization

15%

Increase
in ROI

Product Pitch

The product is a customer management platform for automobile repair companies. It’s in the form of a web application that increases efficiency and organization of work. The app includes a built-in schedule system for client appointments and a statistics section which informs the company about their financial condition and future revenue predictions. The product has also has a separate section to store employees’ personal information and track their engagement at work.

Main features

  • Optimization of company document management
  • Integration with a statistics module
  • Built-in schedule system
Application for mechanics companies

Background

The need for better management

Our client in this project was an automobile repair company that needed a system to manage their services and clients. The company was expanding in size and their paper calendar stopped being a sufficient option to schedule repairs, meetings and workshops. Also, the client wanted to have control over their investments and revenues to be able to better plan future steps.

The company tried out other digital solutions but none of them were personalized enough to ensure smooth company operations. They needed a system to control their spendings and build their client base.

"We’ve decided it’s time to invest in a dedicated platform that would increase our organization and help us keep track over our finances."

management app
Brainstorming led us here

The project specification consisted of several points that we needed to take care of. The platform had to measure the company’s revenues and efficiency. It had to enable them to add events and notes to a shared calendar. In addition, the platform was to provide separate section for maintaining orders and the client base.

First, we integrated the product with a statistics module able to measure the company’s financial operations and on that basis provide a prognosis about future revenues. The statistics section could be customized to show only the most important results. The default version showed a comparison of a company’s monthly revenues versus monthly investments, the comparison of financial statements between the current and previous year and the global distribution of investors.

During the process, we came up with the idea to expand the project with an additional section. We wanted to optimize company document management and storage by providing a place to keep their employees’ personal data. The employees’ section would allow for monitoring of their current duties, salary and days off. Our client would then have comprehensive software for customer and employee management.

To enable effective planning, we equipped the platform with a built-in calendar. This way, all the appointments, repairs and workshops were scheduled and saved in one convenient place. Next, we took care of orders and customers.

We added a section dedicated to the client base where a company would store all contact information, details about repairs and payment details. All the current planned and finished services would be listed in the orders.

We delivered something great

Our final product was a customer and finance management app for automobile repair companies.

calendar
statistics
The features of the customer management platform include:
Access to statistics

that allow for financial analysis and future revenue prognosis.

A built-in calendar

to track the number of daily duties and meetings with clients.

A customers section

to build the client base and store customer-related information, such as car brand, description of damage incurred, and date of the latest service.

An order list

where the company can monitor the status of all the repairs and services.

Employee data management

through a panel consisting of a list of all employees, their current duties, personal information, contract expiration date and the number of days off.

Customer Management App: Workers Customer Management App: Calendar

"I wanted to give them a platform offering the most convenience and clarity. The dashboard sections are divided to ensure ease of keeping track of current duties."

Jakub Spioch
Product Designer

Project summary

The product turned out to be a huge relief for our client’s business. The functionalities of the customer management app provided the company with a 45% increase in organization and efficiency. Thanks to the statistics module, our client boosted their finance management by up to 60% and has already achieved a 15% higher return on investment.

workers
Customer Management App: statistics

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