Overview
Built a service management platform for a commercial HVAC company that handles quote generation, pricing management, and employee commission tracking. The system replaced manual quoting and spreadsheet-based spiff tracking with a centralized web application.
Key Features
- Dynamic quote calculator with customer info capture, labor rate tiers, and automatic parts markup based on cost brackets
- Flat rate pricing table that dynamically loads from TMS system exports without manual data entry
- Employee spiff/commission tracking with sales manager review workflow
- Parts inventory search with sortable and filterable tables
- Professional HTML email quote generation with embedded pricing details
- Contract vs. non-contract customer rate differentiation
Technical Highlights
- ASP.NET WebForms with VB.NET backend and Entity Framework
- PHP/AppGini spiff tracking module with role-based permissions
- SQL Server database for quote history and commission records
- jQuery Mobile for responsive field technician access
- Automatic parts markup calculation (6x/5x/4x/3x/2x based on cost brackets)
- JotForm integration for customer-facing quote requests
- Hosted on IIS with Let’s Encrypt SSL