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Konstantin Hintermayer
2026-02-27 10:43:36 +01:00
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Test/EventKit/03 - CRM Module.md
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@@ -87,42 +87,48 @@ Stages are **fully customisable** per instance. Multiple pipelines can exist (e.
### Quoting
| Feature | Description |
| ------------------- | ---------------------------------------------------------------- |
| Quote builder | Build quotes from the equipment catalogue with real-time pricing |
| Line items | Equipment hire, crew costs, transport, consumables, sub-hire |
| Discount management | Per-line or overall discounts with approval workflows |
| Quote versioning | Track revisions sent to the client |
| Quote templates | Reusable templates for common job types |
| PDF generation | Professional, branded quote PDFs |
| Quote → Event | Accepted quote auto-creates an event in the Planning module |
| Availability check | Verify equipment availability while building the quote |
| Feature | Description |
| ------------------- | ------------------------------------------------------------------------------------------------------------ |
| Quote builder | Build quotes from the equipment catalogue with real-time pricing |
| Line items | Equipment hire, crew costs, transport, consumables, sub-hire |
| Discount management | Per-line or overall discounts with approval workflows |
| Quote versioning | Each revision saved as separate version (v1, v2, v3…) |
| Quote templates | Reusable templates for common job types |
| PDF generation | Professional, branded quote PDFs |
| Quote → Invoice | Copy confirmed quote to invoice draft for manual adjustment |
| Quote → Event | Accepted quote auto-creates an event in the Planning module |
| Availability check | Verify equipment availability while building the quote |
| Client approval | E-signature approval with comments/conditions via client portal (simple approval for MVP, e-signature later) |
### Communication
| Feature | Description |
| ------------------ | ---------------------------------------------------------- |
| Email integration | Send/receive emails from within the CRM (IMAP/SMTP or API) |
| Email templates | Reusable templates for common communications |
| Call logging | Log phone calls with notes and outcomes |
| Meeting scheduling | Schedule and track meetings |
| Activity timeline | Unified feed of all interactions per contact/company/deal |
| Feature | Description |
| -------------------- | --------------------------------------------------------------------------------------- |
| Email integration | Full IMAP/SMTP — send and receive emails from within the CRM |
| Email sub-addressing | Route emails to projects/clients via `+` addressing (e.g. `crm+project123@company.com`) |
| Email templates | Reusable templates for common communications |
| Call logging | Log phone calls with notes and outcomes |
| Meeting scheduling | Schedule and track meetings |
| Activity timeline | Unified feed of all interactions per contact/company/deal |
### Invoicing & Accounting (Integrated)
EventKit includes **built-in accounting features** as the primary financial workflow. External integrations (Xero, QuickBooks) are available but secondary.
| Feature | Description |
| ----------------------- | ------------------------------------------------------- |
| Invoice generation | Generate invoices from confirmed quotes or events |
| Line item detail | Equipment, crew, transport, consumables, sub-hire costs |
| Invoice status tracking | Draft → Sent → Paid → Overdue |
| Payment tracking | Record payments received, partial payments, deposits |
| Purchase orders | Generate and track POs for consumables and sub-hire |
| Credit notes | Issue credit for cancellations or adjustments |
| Financial reporting | Revenue, expenses, profit/loss per event and period |
| Xero integration | Optional sync — invoices, payments, contacts |
| QuickBooks integration | Optional sync — invoices, payments, contacts |
| Feature | Description |
| ----------------------- | --------------------------------------------------------------------------------------------------- |
| Invoice generation | Generate invoices from confirmed quotes (copy to draft) |
| Line item detail | Equipment, crew, transport, consumables, sub-hire costs |
| Invoice status tracking | Draft → Sent → Paid → Overdue |
| Payment tracking | Record payments received, partial payments, deposits |
| Deposit invoicing | Separate deposit invoice + final invoice (e.g. 50% upfront) |
| Purchase orders | Generate and track POs for consumables and sub-hire |
| Credit notes | Issue credit for cancellations or adjustments |
| Tax calculation | Per-product + per-customer tax logic (EU reverse charge for B2B) — configurable rates |
| Bank API integration | Open Banking APIs (PSD2) + generic bank statement import (CSV/MT940) for automatic payment matching |
| Financial reporting | Revenue, expenses, profit/loss per event and period |
| Xero integration | Optional sync — invoices, payments, contacts |
| QuickBooks integration | Optional sync — invoices, payments, contacts |
### Reporting
@@ -176,6 +182,21 @@ Clients can log in to a self-service portal:
---
## Data Import / Migration
Import from other systems is an optional future feature. Supported sources:
| Source | Format |
| ------------------------- | --------------------------- |
| Spreadsheets | Excel / Google Sheets (CSV) |
| Rentman | CSV / API export |
| Flex Rental Solutions | CSV export |
| Current RMS | CSV / API export |
| EasyJob | CSV export |
| Custom / in-house systems | Generic CSV import |
---
## Related Documentation
- [[00 - System Overview]] — High-level system overview