ServisProfi

Design notes

• The website calculator uses the same price list as quotes in the admin. The customer picks the scope, type of work, extras and timing (the earliest date carries a 15% surcharge). They see a price range without VAT, and the chosen options and the estimate are saved with the enquiry.
• Enquiries sit in columns by status and move by drag and drop. Duplicate enquiries can be merged and views saved. When an enquiry has waited two hours without a response, the owner gets a notification on their phone.
• A quote is built from the price list or from ready-made packages, with a suggested volume discount, and can have two options. A quick quote takes three steps. On approval the signature, name, time, IP address and a fingerprint of the document are stored and the quote is locked.
• The site diary is written on the phone: work done, materials, who was there, issues, photos, location and weather. Text can be dictated. Without signal the entry is saved on the phone and sent once it reconnects. A closed day is locked and every later change creates a revision.
• In the Moje ServisProfi portal the customer sees the job's current stage and reads closed diary entries. They download documents, copy payment details with one tap and report defects under warranty. Extra work is never billed without their consent. A short tour shows them around on the first visit.
• The admin and the portal can be added to the home screen without an app store. Notifications on iPhone and Android announce, for example, a new enquiry, a quote or extra work to approve, a problem on site or an overdue invoice. The admin icon shows an unread count; quiet hours apply at night.
• The team has five roles: owner, administrator, coordinator, tradesperson and accountant, each with its own permissions. Staff sign in with a password, the owner also with an authenticator code, and passwords are checked against leaks. Tradespeople see only their jobs; customers sign in by email.
• The calendar shows month, week, day and individual people. Jobs move by drag and drop, and the system checks for clashes and public holidays. It also shows the day's route and exports dates to .ics.
• Every job shows income, costs, hours and margin. Invoicing handles deposits, QR payments, partial payments, credit notes and reminders 3 and 10 days after the due date. It exports for Pohoda, Fakturoid or to CSV. For subcontractors the system calculates commissions and tracks document expiry.
• The system sends 35 automatic emails to customers and the team, in light and dark mode, in Czech and English. A quote reminds the customer 3 and 7 days after sending and the day before it expires. Invoices, deposits, credit notes, reminders and the handover report are also available as PDFs.
• The website is managed from the admin too: pages, services, references, a blog with scheduled publishing, FAQs, prices, SEO, redirects and the sitemap. An uploaded image gets AVIF, WebP and JPEG versions in two widths. A focal point decides what stays visible when cropping.
• Customer data can be exported or anonymised, deleted records stay in the bin for 30 days and the change history shows who did what and when. A customer's company can be found by ID number in the Czech ARES register, and customers and prices can be imported from Excel.