WorQua – Field Service Management & Multi-Tenancy Platform

Project Overview: A comprehensive field service management software solution designed to automate field work operations, manage multiple client tenancies, streamline work orders, dispatch technicians, and integrate with accounting systems like QuickBooks. The platform serves businesses that manage field services, property maintenance, and technician scheduling across multiple locations.

Core Modules & Features:

1. Project Management Module

Gantt Chart & Timeline View:

• Interactive Gantt chart with drag-and-drop functionality
• Multi-level task hierarchy and dependencies
• Timeline spanning February 2019 to March 2019 (expandable)

Software Development Project Example:

• Main Phase: Software Development (2/2… – 7/4…) Scope Phase (2/2… – 2/2…):
  • Determine project scope (2/2… – 2/2…) – Management assignment
  • Secure project sponsorship (2/2… – 2/2…) – Management & Project Manager
  • Define preliminary requirements (2/2… – 2/2…) – Project Manager team
  • Secure core resources (2/2… – 2/2…) – Project Manager assignment
  • Scope complete milestone (2/2… – 2/2…)
  Analysis/Software Requirements Phase (2/2… – 3/1…):
  • Conduct needs analysis (2/2… – 3/5…) – Analyst assignment
  • Draft preliminary software (3/5… – 3/8…) – Analyst team
  • Develop preliminary requirements (3/8… – 3/1…) – Project Manager
  • Review software specifications (3/1… – 3/1…) – Project Manager & Analyst

Visual Indicators:

• Color-coded phase bars (Green for active phases)
• Role badges (Management, Project Manager, Analyst)
• Milestone markers (diamond shapes)
• Dependency connectors between tasks
• Resource allocation displays

Toolbar Controls:

• Undo/Redo functionality
• Zoom in/out controls
• Collapse/expand hierarchy
• Copy/save options
• View adjustment tools

2. QuickBooks Integration Module

Import/Export Data Tab:

• Import: Data import from QuickBooks
• Export Data: Export to QuickBooks
• Quick Book: Main integration interface
• Quick Book Setting: Configuration panel

Sync to QB (QuickBooks) Interface:

Configuration Options:

• Import/Export checkboxes with toggle functionality
• Sync button for data synchronization

Sync Status Table:

QuickBook Setting Configuration:

Required Fields:

• Realm ID: QuickBooks company identifier
• Client ID: OAuth client identifier
• Client Secret: Authentication secret key
• Redirect URL: OAuth callback URL
• QBO Base URL: QuickBooks Online API endpoint
• Environment: Dropdown selector (Production/Sandbox)
• Import/Export Checkboxes: Toggle data flow direction

Action Buttons:

• Submit: Save configuration (Purple button)
• Quick Book Account Info: View account details
• Connect to QuickBook: Establish connection

Integration Features:

• Real-time data synchronization
• Bidirectional data flow (Import & Export)
• Secure OAuth authentication
• Environment switching (Production/Sandbox)
• Error handling and status reporting

3. Settings & Administration

Settings Menu (Expandable Sidebar):

Configuration Options:

• Vendors: Supplier management
• Divisions: Organizational structure
• Price Book: Service pricing catalog
• Price Book Category: Service categorization
• Team: Employee/technician management
• Email Template: Communication templates
• Tax Codes: Tax rate configuration
• Tags: Labeling system
• Vehicle/Equipment: Fleet management
• Company Setting: Business profile
• Import Export: Data management

Admin Section:

• User role management
• Permission controls
• System configuration

4. Employee Management

Update Employee Interface:

Navigation:

• Breadcrumb: home / Employee List / Edit Employee

Tab Structure:

1. Employee Information (Active)
2. Deposit Information
3. Working Hours
4. Employee Docs

Employee Information Form:

Personal Details:

• Employee Type: Dropdown (Tech selected)
• Role Name: Dropdown (Admin selected)
• User Name: rizwankhanpaharpur960
• Report To: Select Employee dropdown
• First Name: Rizwan (implied)
• Email Address: karam@gmail.com
• Phone: (999) 999-9999
• Cell: (456) 783-4567
• Contact Number: (999) 999-9999
• Emergency Contact Name: [Field]

Address Information:

• Address1: 74-01 Roosevelt Ave, Jackson Heights, NY 11372, USA
• Address 2 (Optional): [Field]
• Unit: [Field]
• City: New York
• State: New York (Dropdown with × clear option)
• Zip: 11372
• Driving License No: [Field]
• SSN: 999-99-9999

Action Button:

• Change Password: Purple button (Top right)

Form Validation:

• Required fields marked with asterisk (*)
• Phone number formatting
• Dropdown selections
• Address autocomplete

5. Work Orders Management

Work Orders Dashboard:

Navigation:

• Breadcrumb: home / Work Orders

Action Buttons:

• Add Work Order: Create new work order (Purple)
• Generate Summary with AI: AI-powered analytics (Purple)
• AI Smart Filter: Intelligent filtering (Purple)

Filtering Options:

• Select Statuses: Multi-select dropdown
• Start Date: MM/DD/YY date picker with calendar icon
• End Date: MM/DD/YY date picker with calendar icon
• Search: Text search button (Purple)
• Reset: Clear filters button (Purple)