Contact person: Business Client

Phone:Show

Email:Show

Location: Northville, United States

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"Company Overview
Handyman Pro Services is a professional home repair and maintenance company specializing in a wide range of services, including plumbing, electrical work, carpentry, painting, and general handyman tasks. We serve residential and commercial clients in Albany, NY area, focusing on reliable, efficient, and high-quality workmanship. Our team uses Jobber as our primary software for job management, scheduling, invoicing, and customer relationship management (CRM). To enhance client experience and streamline operations, we are seeking a skilled freelancer to integrate Jobber with our existing website, enabling seamless features like a client portal, online booking, scheduling, contact management, and more.
Project Objective
The primary goal is to create a unified digital ecosystem where clients can interact with our services directly through our website, powered by Jobber’s backend. This integration will automate workflows, reduce manual data entry, improve client engagement, and boost operational efficiency. By leveraging Jobber’s API and embeddable tools, the website will become a central hub for client interactions, allowing real-time access to bookings, schedules, and account details without leaving our site.
Key Requirements and Features
The integration must support the following core functionalities. We expect the freelancer to use Jobber’s GraphQL API (available at [login to view URL]) for custom data syncing, alongside any embeddable forms or widgets for user-facing elements. The website is built on Wordpress, so compatibility is essential.
1. Client Portal Integration:
• Embed or link to Jobber’s Client Hub, allowing clients to log in securely via the website.
• Features: View job history, quotes, invoices, payments, and updates in real-time.
• Enable single sign-on (SSO) if feasible, or seamless redirection to Jobber’s portal.
• Sync client data between the website and Jobber to ensure profiles, preferences, and communication history are up-to-date.
2. Online Booking and Scheduling:
• Embed Jobber’s online booking forms directly into the website (e.g., on a “Book Now” page).
• Allow clients to select services, view available time slots, and book appointments instantly.
• Automatic creation of jobs in Jobber upon booking, with calendar syncing to prevent overlaps.
• Customizable booking flow: Include service descriptions, pricing estimates, and confirmation emails/notifications.
• Integration with website calendars or widgets for visual scheduling previews.
3. Contact Management:
• Sync contacts and leads from website forms (e.g., contact us, quote requests) directly into Jobber’s CRM.
• Automate lead capture: New inquiries should create client records in Jobber.
• Two-way syncing: Updates in Jobber (e.g., new notes or status changes) should reflect on the website if applicable (e.g., in a client dashboard).
• Handle data privacy: Ensure compliance with GDPR/CCPA, with secure data transmission via OAuth 2.0 authentication.
4. Additional Features (Etc.):
• Payments and Invoicing: Link to Jobber’s payment processing for online invoice viewing and payments through the website.
• Notifications and Reminders: Integrate webhooks for real-time updates, such as appointment reminders or job status changes sent via email/SMS.
• Reporting and Analytics: Pull basic metrics from Jobber (e.g., booking trends) to display on an admin dashboard on the website.
• Mobile Responsiveness: Ensure all integrated elements work seamlessly on desktop and mobile devices.
• Custom UI/UX: Match the integration’s design to our website’s branding (colors, fonts, layout).
Scope of Work
• Discovery Phase: Review our current website setup, Jobber account, and existing data. Identify any API limitations or required custom development.
• Development Phase:
• Set up Jobber API access (OAuth 2.0 authorization).
• Implement embeddings for forms and portals (using Jobber’s WordPress plugin if applicable, or custom code for other platforms).
• Build custom scripts for data syncing (e.g., using Node.js, PHP, or Python with GraphQL queries/mutations).
• Test integrations for edge cases, such as high traffic or data conflicts.
• Testing and Deployment: Conduct thorough QA, including user acceptance testing. Deploy to live site with minimal downtime.
• Documentation and Training: Provide detailed documentation on the integration, maintenance guide, and a brief training session for our team.
• Out of Scope: Full website redesign, ongoing maintenance (unless negotiated separately), or integration with third-party tools beyond Jobber (e.g., no Zapier unless required for quick wins).
Technical Requirements
• Experience Needed: Proven track record with API integrations (GraphQL preferred), web development (HTML/CSS/JS, frameworks like React/Vue if needed), and service software like Jobber, Housecall Pro, or similar.
• Tools and Technologies: Jobber API, OAuth 2.0, potential use of Zapier for simple automations, webhooks for real-time updates.
• Security: Implement HTTPS, data encryption, and role-based access to protect sensitive client information.
• Compatibility: Ensure cross-browser support and integration with our hosting provider nameCheap.
Timeline and Deliverables
• Estimated Timeline: 1-2 weeks, depending on complexity (1 day discovery, 1 week development, 1 week testing/deployment).
• Milestones:
• Week 1: Requirements confirmation and API setup.
• Week 3: Prototype demo (e.g., booking form embedded).
• Week 5: Full integration testing.
• Final: Live deployment and handover.
• Budget: Hourly rate (we calculate this should take a experienced developer 16 hrs)
Next Steps for Freelancers
If interested, please submit a proposal including:
• Your relevant experience and portfolio (e.g., similar integrations).
• Proposed approach and tech stack.
• Estimated cost and timeline.
• Any questions or clarifications needed.
This integration will significantly enhance our client-facing operations, making Handyman Pro Services more competitive in the home services market. We look forward to collaborating with a talented freelancer to bring this to life." (client-provided description)