Services, offered with conviction

“We need a simple review request link that we can send to customers by text, email, or include in our normal follow-up process. When a customer opens the link, they should see a professional page with our branding and be asked to rate their experience from zero to five stars. The purpose is to make it easy for every customer to share their experience publicly, and to give anyone who had a problem a private way to tell us what went wrong.

Every customer, whatever rating they choose, should see the same links to leave a public review on the three platforms we use: Google, Facebook, and the Better Business Bureau. Customers who had a problem should also see an optional private feedback form. They can describe the issue, optionally provide their name and contact information, and indicate whether they are willing to be contacted. That private feedback should go only to our office email so our staff can review the situation, respond personally, and try to make it right.

Afterward, the customer should be able to click that they posted a review, which would send our office a customer-reported notification. We also want the system ready for confirmed review alerts if those platforms support them. The finished program should be secure and mobile-friendly.”

“We are looking for a business collections notice system designed around our existing delinquent-customer process. Our staff should be able to upload a customer statement, choose whether the matter involves repossession or public sale/abandonment, and have the system organize the relevant customer, unit, balance, lease, service-location, and statement information for review. The system should preserve the required notice wording and place the information correctly on each notice.

Because customers may provide multiple business, residence, or P.O. box addresses, the system must allow us to enter every known mailing address and create one separate notice and complete PDF packet for each address. It should calculate the scheduled certified-mail date, cure deadline, and repossession or auction date according to our rules, including weekends and holidays, and display those dates clearly before anything is approved.

Before finalizing a packet, an employee must review the rendered notices and confirm that the customer information, balance, unit, addresses, service location, and dates are correct. Once approved, the system should generate the separate PDFs and send them to our internal office email for staff review. The system must never email the customer, enter a tracking number, or claim that mailing has occurred. Our staff will verify that the account remains delinquent, print the packets, mail them by certified mail, and complete any required notes in our customer-management system.

We would like the initial version to work through this controlled manual process, while leaving room for future improvements such as automatically checking our customer-management system, identifying delinquent accounts according to approved rules, preparing drafts each morning, and notifying staff when packets are ready. The system should be secure, separated from unrelated business projects, easy for office staff to use, and deployable under a separate web address or hosting account without connecting to the production version until we deliberately approve that connection.”

“I need a centralized inventory and operations system that can support different types of inventory identified by unique tracking numbers. The primary record should remain a familiar spreadsheet-style master file with separate tabs for inventory, rentals, deliveries and pickups, service-provider bills, payments, inspections, move-out requests, service providers, delinquent rentals, archived records, and records requiring review. Our employees and managers are comfortable working directly in spreadsheets, so the master file must remain organized, readable, and editable. I also need a secure web application that works alongside the spreadsheet, giving staff simple forms for searching, adding, updating, moving, and archiving records without requiring them to navigate large tables.

Each unit should have one permanent inventory record identified by its unique tracking number or assigned identifier. The system should also support units divided into separately tracked sections, such as A, B, or C. It must track whether a unit is available, rented, rental-ready, in progress, sold, awaiting inspection, or on maintenance hold. Rentals should be separate records linked to the appropriate unit and customer. The rental workflow should support different unit types and sizes, past-due balances, billing due dates, move-out notices, inspections, and the requirement that returned units pass through inspection before becoming available for rent again. Staff should be able to search by customer, tracking number, invoice, or other identifying information and make changes using straightforward fields, dropdowns, date selectors, toggles, and currency amounts.

The system also needs to manage deliveries, pickups, relocations, third-party deliveries, and unsuccessful or dry-run service calls while keeping the physical movement of a unit separate from outside service-provider billing. It should distinguish the amount charged to the customer from the amount billed by the service provider, allow one payment or check to cover multiple invoices, and optionally track whether supporting paperwork is still needed. Uploaded documents should be stored as archival links and should never be required to save or approve a movement. The system must maintain a clear history of changes, archive records instead of permanently deleting them, and place questionable dates, tracking numbers, or imported information into a review area rather than changing uncertain information automatically.

The finished system should be clean, secure, and easy to use on office computers, tablets, and phones, including for employees with limited technical experience. Authorized staff should be able to work either directly in the master spreadsheet or through the web application, with both methods updating the same source of truth. Accounting and other external software integrations are not required during the initial phase. The focus should be reliable manual entry, accurate inventory tracking, controlled staff access, and a practical system that can grow with the business or be adapted to different types of trackable inventory without becoming overly complicated.”