Project background

The truck detailing service business works with a large number of clients, orders, and employees, where each order consists of a set of services and checklists. The lack of a unified system made it difficult to control job execution, track payments, and calculate payroll.

To streamline processes and prepare the business for scaling, there was a need for a custom CRM system tailored specifically to the requirements of a truck service business.

Stages of work

  • Stage 1

    Analysis and requirements definition

    We analyzed the service center’s business processes, service structure, and workflows related to clients, orders, and employees. Based on this, a detailed technical specification was created, taking into account the specifics of truck detailing.

  • Stage 2

    CRM logic design

    The CRM system structure was designed with separate modules: services, clients, orders, invoices and payments, employees, analytics, and a dedicated employee module.

  • Stage 3

    Design and layout

    To optimize the budget and speed up the project launch, a ready-made design theme was chosen. The theme was adapted to the CRM business logic, user workflows, and the specifics of the service business.

  • Stage 4

    Functionality development

    The core system modules were implemented, including order business logic, checklist management, payment and payroll calculations, as well as analytical reports.

  • Stage 5

    Testing and launch

    All administrator and employee workflows were thoroughly tested, after which the system was prepared for use in a real business environment.

Main project objectives

  • Centralize service business management

    1

    Combine clients, services, orders, and finances into a single system.

  • Automate employee workflows with orders

    2

    Simplify order creation, execution control, and checklist management.

  • Optimize payment and payroll accounting

    3

    Automatic calculation of invoices and employee payouts.

  • Control employee performance

    4

    Transparent task assignment and tracking of completed work.

  • Obtain analytics for business management

    5

    Reports on sales, services, and staff performance.

  • Prepare the system for future scaling

    6

    CRM readiness for functionality expansion and business growth.

CRM functionality

The system is built on the principle of modularity — each component independently addresses specific business tasks, and together they ensure a continuous and well-managed operational process. Below are the main CRM modules:

  • Service management
  • Client management
  • Orders
  • Invoices and payments
  • Employees
  • Flexible pricing logic
  • Analytics
  • Employee module
  • The system allows creating and editing a list of services and categories. For each service, the name, price, and checklist are defined, which are used during order creation and payroll calculations.

  • A client module has been implemented with listing, adding, editing, and filtering capabilities. Client records store contact details and addresses. Additionally, individual service lists and pricing can be configured that differ from the default ones.

  • Within an order, a client can be selected and information about the truck, services, and responsible employees can be added. For each order, assigned performers are specified. The system supports working with multiple trucks within a single order, with manual input options.

  • Invoices are generated automatically based on order data. The system supports multiple payments for a single order, including prepayments and post-payments.

  • The employee module contains a list of staff members, access roles, contact information, and payroll records. Employees see only the orders assigned to them, can start and complete tasks, upload photos, and mark completed checklist items.

  • The system allows setting different prices for service execution depending on the client, service type, and employee.

  • The CRM generates sales reports with filtering by clients, services, employees, and dates. Separate employee reports are also implemented for payroll calculations.

  • A dedicated module was created for employees, displaying only their assigned orders and checklists. Before starting work, they must confirm the start, and upon completion, mark the job as finished and upload photos.

Banner Background

Results

As a result, a CRM system was developed that fully covers the business processes of a truck detailing service. The system provides transparent tracking of orders, finances, and staff performance, reduces manual work and errors, and creates a solid foundation for business scaling.

  • 80 %

    Reduction of manual work in managing clients, orders, and services

  • 100 %

    Full control over order statuses, checklists, and job execution

  • 100 %

    Centralization of clients, finances, and staff in a single CRM system

  • 90 %

    Faster generation of financial and analytical reports

  • 95 %

    Improved transparency of employee workflows and access to orders

Technologies used

To implement the project, we used a modern technology stack focused on stability and scalability.

  • Backend

    PHP 8.3, Symfony 6.4 framework (LTS)

  • Database

    MySQL 8

  • Server infrastructure

    Linux Ubuntu 22.04

  • Web server

    Nginx

Support

Skylex is the official technical partner of the project and is responsible for the full development cycle, technical support, and further scaling of the platform. We ensure stable system operation, continuous feature development, and prompt issue resolution.

Fill out the form to receive a free consultation

Enter your name in Cyrillic or English
Enter your phone number
By clicking the button, you consent to the processing of personal data