**Job Title:** Simple Automated Quote & Booking System for Bell A Move --- ## **Project Overview:** I need a **simple automated quote and booking system** for my removal company, Bell A Move. The goal is to streamline the process from quote submission to booking confirmation. The system should handle client quotes, deposits, and scheduling efficiently. Currently, I have a **JotForm quote form** that can be edited or replaced completely if necessary. --- ## **Features Required** ### **1. Quote Form** * Web-based form (existing JotForm can be used or replaced) * Fields required: * Client name, email, phone * Pickup & delivery addresses * List of items (type, quantity, size) * Move date * Additional services (packing, storage, cleaning, insurance) * Optional: Upload photos of items * Form submissions trigger notifications to admin email --- ### **2. Quote Review & Client Email** * Admin receives quote submission via email or dashboard * Admin can review/edit the quote before sending to client * Quote sent to client via template email including: * Quote amount * Accept / Decline buttons * Deposit instructions (Bank transfer preferred, optional Stripe payment link) * Optional PDF invoice --- ### **3. Client Accept / Decline** * Accept → triggers deposit request * Decline → system marks quote as declined * Responses tracked in dashboard or spreadsheet --- ### **4. Deposit Payment** * **Bank Transfer Option:** Client confirms payment → admin verifies manually → booking confirmed * **Stripe Option:** Client can pay 50% deposit instantly → system confirms automatically * Booking added to schedule/calendar once deposit is verified --- ### **5. Booking Confirmation** * Automatic email to client confirming booking once deposit is verified * Booking added to schedule/calendar (Google Calendar, WordPress plugin, or CRM) --- ### **6. Admin Dashboard** * View pending quotes, accepted/declined quotes, deposits received * View bookings schedule * Export data for tracking and reporting --- ### **Optional Enhancements (Later)** * Automated email reminders for unpaid deposits * Quote expiry notifications * Post-move review requests --- ## **Technical Requirements** * Platform: JotForm / WordPress / Web app / No-code tool (developer to recommend best option) * Secure form submission * Payment integration (bank transfer instructions + optional Stripe) * Mobile-friendly * Simple, user-friendly interface --- ## **Deliverables** * Fully functional quote form * Email templates (for quote, deposit, booking confirmation) * Accept / Decline logic * Deposit handling (bank transfer + optional Stripe) * Booking schedule integration * Documentation for minor updates --- ## **Budget & Timeline** * One-time setup (no ongoing subscription) * Preferably completed within 2 weeks --- This is ready to **copy-paste to a freelancer** to get a one-time quote. If you want, I can also **draft a super-short Upwork-style version** that’s even faster to post and more likely to attract quick responses. Do you want me to do that?