Zoho Integration - WordPress into Zoho
Integrating data from WordPress forms into Zoho
Create follow-up task in Zoho when follow-up work is required
Add a text based consolidated tech report (uneditable)
This is a page for the users to use to help them with the manual report
Translate Spanish reports for office
Using ChatGPT, translate the text of the reports (when in Spanish) for the office reports
Add an editable consolodated office report
Combine all the tech reports for the office to use for a report for saving
Zoho Integration - Create appointment from Deal in Zoho
Create appointment from Deal in Zoho
Create a client report
A consolidated client report for creation, making a pdf and displaying to the client
Show times that technicians don't have anything assigned
Add button to Zoho for scheduling appointments, send stuff over using URL
Look up marina address when marina name entered
(maybe add marina name as dropdown with option to add something new)
Address autocomplete
Clean up database for items synced with Zoho
Remove old forms data for information synced with Zoho (after 30 days?)
Block technicians for given times
Notify administrator when no technician is assigned for an upcoming appointment
Notify client of scheduled work
Send clients an email/text when scheduled work is upcoming
Tag a contact in Zoho when follow-up work is required
Daily email to technicians of assigned work
Send a daily email to each technician of work that is assigned
Add map of appointments for a given today showing where techs are
Envision a map for a day that shows all the appointments and markers for assigned techs