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Software Solutions: CRM

Estimart

Complex CRM platform for construction companies: from estimates and proposals to financial management, material inventory and mobile app for installers

Key Feature Auto Estimates
Financial Modules Invoices & Timesheets
Mobile App React Native (iOS)
Estimart Logo
Quick Info
Platform Web + Mobile (React Native)
Users 3 Role Types
Modules 20+ Modules
Stack PHP + MDBootstrap + React Native
About Project

Estimart is a web CRM platform (PHP + MDBootstrap) with React Native mobile app, built specifically for construction companies specializing in decorative flooring. The system automates and centralizes the entire operational process - from detailed estimates and proposals to invoicing, material inventory and team management.

Includes Google Maps API integration for project location and Google Calendar sync. Supports 3 access levels (Office, Project Managers, Installers) with granular permissions.

Key Features
Estimates & Proposals
Products & Inventory
Project Management
Finance & Invoices
Calendar Sync
iOS Mobile App
Real-time Reports
Multi-user Roles

Challenge & Solution

The Challenge

The construction company faced completely fragmented processes: estimates in Excel, inventory on paper, manual timesheets, and inefficient team communication. The lack of a centralized system led to errors, duplicate work and inability to track real project profitability.

The Solution

We built Estimart, a web platform (PHP + MDBootstrap + MySQL) with React Native mobile app. The system unifies all processes in a single interface: automatic estimates and PDF proposals generation, real-time inventory management, multi-installment invoicing, timesheet tracking, Google Maps and Calendar API integration, mobile app for installers.

Core Modules

Estimates & Proposals

Estimate generator with automatic calculation by rooms and areas. Includes complete tracking for materials (supplier, quantity, coverage, price), labor (job type, people count, days, rate), equipment and other costs. Configurable Profit & Overhead applied automatically. Generates professional PDF Proposals with complete branding. Estimated vs Real Cost tracking for profitability analysis.

Products & Inventory Management

Complete inventory module with management: Products (materials with suppliers, categories, prices, units of measure), Systems (complex systems created from multiple materials with automatic price/sq ft calculation), Inventory (tracking material entries/exits, real-time available stock, materials reserved for specific projects, minimum stock alerts). Interface allows quick product addition, bulk price editing, stock report generation and direct integration with Estimates module for automatic use of updated prices.

Finance Module

PDF Invoices with multi-installment payments and status tracking. Weekly timesheets - hours per installer, automatic cost calculation based on rates (day/hour rate, travel rate), paid/unpaid status. Workers management with multiple rate configuration. Recurring Overhead Costs. Profit/loss dashboard with Estimated vs Real costs comparison.

Mobile App (React Native - iOS)

React Native app for iOS (App Store, unlisted). Main features: Time tracking - enter hours per project, Tasks - view and manage, Photos/Samples upload from field, bidirectional Calendar sync, Timesheets - view and approval. Real-time web platform sync.

Superadmin Panel - Multi-Tenancy

🏢 Multi-Tenant Architecture

Platform functions as private SaaS - same system used by multiple companies, each with completely separate database. Superadmin Panel enables: new company onboarding, selective module allocation per company (Estimates, Finance, Projects, etc.), per-client settings and branding customization. Complete isolation - each company has separate, fully isolated DB.

Additional Modules

Projects Management

Complete project management: progress reports, finance tracking, schedule with tasks, material allocation, installer timesheets, Change Orders with financial impact, photo galleries, documents. Includes Client Portal - clients can view progress, documents and photos without access to internal finances.

Customers & Leads

Customers - database with complete history: estimates, proposals, projects, files, notes. Leads CRM - assignment to sales/PM, follow-up due dates, status tracking (New/Contacted/Qualified/Lost), technical survey, photos, files. Automatic conversion: Lead → Customer → Estimate → Proposal → Project.

Calendar & Tasks

Dual Calendar: Public (business events visible to team) and Private (personal). Google Calendar API sync bidirectional real-time. Tasks: priority levels, status tracking, multi-user assignment, automatic notifications.

Commission Sales & Systems

Commission Sales - PM commissions: product allocation with custom prices, sales tracking, automatic commission calculation. Systems - create complex packages from multiple materials (e.g., "Decorative Floor System"), price/sq ft calculation, automatic application in Estimates.

User Types

Office Users

Full access: estimates management, proposals, customers, leads, inventory, finance, reports. User creation, system configurations.

Project Managers

Access: assigned projects, timesheets, tasks, calendar, commission sales. Create estimates for own leads.

Installers

Limited access: own timesheets, assigned tasks, calendar, active projects. iOS app for time entry and photo upload.

Technical Implementation

Backend & Database

PHP - RESTful API with modular architecture, multi-role authentication, business logic for complex automatic calculations. MySQL - optimized relational database with full indexing for performance.

Web Frontend

MDBootstrap - modern and responsive interface, pre-built UI components, consistent design, drag & drop for tasks and calendar.

API Integrations

Google Maps API - project location, map visualization. Google Calendar API - bidirectional calendar sync, real-time updates.

Mobile App

React Native - cross-platform app (iOS), App Store distribution (unlisted), offline sync, push notifications, camera integration.

Key Features

  • Complex automatic calculations (materials, labor, overhead)
  • Professional PDF generation (estimates, proposals, invoices)
  • Google Calendar API integration
  • Real-time sync web ↔ iOS
  • Multi-user roles with granular permissions
  • Photo galleries with multiple upload
  • Financial reports & profit tracking
  • Inventory alerts & tracking

Technologies

PHP MDBootstrap MySQL React Native REST API Google Maps API Google Calendar API

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Vlad Mihai
C.E.O Trater Solutions
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