=== TRADIES === Contributors: tradies Donate link: https://tradiescrm.com/ Tags: To do, CRM, customer relationship manager, kanban, Kanban to do, Trello, GTD, asana, to dos, business system, systemise business Requires at least: 4.0 Tested up to: 5.2 Requires PHP: 5.3 Stable tag: 2.1 License: GPLv2 or later License URI: http://www.gnu.org/licenses/gpl-2.0.html == Description == Tradies is basic CRM based on the Getting Things Done® by David Allen's GTD® Methodology. 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. 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. Its a simple, yet expandable to do system which supports you as a customer relationship manager. Features - 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. - The dashboard lists the selected to do items, in rows which can be moved around just like the Trello - kanban type system - 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 - drag and drop, positioning to dos to the level of priority while within the table view - proposal system - invoicing system - auto proposal creating from forms filled in and sent from front end of website. - plus much more being currently developed == Installation == 1. Upload `plugin-name.php` to the `/wp-content/plugins/` directory 2. Activate the plugin through the 'Plugins' menu in WordPress == Frequently Asked Questions == = I Need help = Please get support from us via the wordpress forums = What else does this plugin do = This plugin started with just a basic to do which is the most important part. We will be adding many components to this plugin from quotation, invoicing system to SEO, and tracking... stay tuned. == Screenshots == 1. Getting Things Done® by David Allen's GTD® Methodology gtd.jpg 2. icon-256x256.png == Changelog == = 2.1 – 2019-08-1 = * added: drag and drop functionality on to dos table * added: proposal and invoicing system = 2.0 – 2019-07-27 = * fix: removed some test print commands = 1.0 – 2019-07-27 = * Created readme.txt file. * aded images = 0.9 = * numerous changes made to get plugin approved. = 0.1 = * Tradies plugin started. == Overview == 1. Help Bulders organise their day 2. To do system based on Getting Things Done® by David Allen's GTD® Methodology 3. To do's auto created on Trello like dashboard 4. proposal creation 5. invoicing