I need a work order + invoicing system that has a full back end admin section as well as a client facing section.

Admin / Technican side:

- 100% permission controlled, you can add/remove users. Give users access to every aspect of the site available via checkboxes per user. You can create users which will just have access to create clients/workorders, or you can give them more administrative privileges.
- Add clients via admin section. System e-mails clients upon creation and forces them to agree to an editable agreement and forces them to change password upon login. Clients should also be able to create their own account via a web link if they desire.
- Create workorder items. Workorder items vary from service (hourly) to inventory (fixed cost).
- Create taxes/regions.
- Work orders will be created as per client and given a unique ID # which should some how include their location and client ID (ie: M22-44844-VAN)
- Work orders will allow you to select any of the workorder items you created. The workorder part is where most of the AJAX will take place. You can create a new line by clicking on a + button, a dropdown will appear underneath and let you select a workorder item you created in the admin section. If it is an hourly item it will let you enter in the amount of hours beside of it. If it is a static cost with no hours or quantity, this option will not be available. It will allow you to check off a box if it is taxable, and be default all items should be taxable. Taxes will change depending on the location of the customer which is adjusted in the region section of the admin - it will be adjusted accordingly and automatically to the customer location set in client info. Beside you can click "work line description" or something similar, a box will popup and let you type the work line information, no character limit. Another link called "whiteboard" will let you click on it and pop up another box - this will be company facing information that the user can enter in any information that the client should not be able to see. Every box is automatically saved when you go into the next box, and when you create or add a new line - that way if you forget or accidentally navigate away the line item is still there. Much more detail to be had in this section - this is just the gists of it.
- 3 Stages of work orders: Create a quote - can e-mail the quote in a formatted PDF form to customer. When quote is approved you can convert it into a work order. When work order is completed you can submit it as an invoice. This will not share the same unique ID#, every single piece of paper should have a unique # so the history can be tracked. (Someone complains about a quote being inaccurate, or whathave you.)
- Payment gateway integration of some sort.
- Reporting - financial, productivity, etc. and knowledge base searching is a must.

Client Side:

- They can submit tickets/inquiries. View past invoices, quotes, etc but they can not view current open work orders. They can also not read the whiteboard items that I stated in the above workorder section.
- Any current recurring services from us is located in this client portal and a request to cancel should be able to be made. This will email anyone with an administrator flag setup on the admin side.
- Can change their information, location, password, e-mail, etc. E-mail verification is required for new and existing clients.

General Info:

Security is a huge concern. This will have to be scalable. Modular is preferred so we can move around information and functions as we please. Web coding standards, CSS, etc must be followed. Basic, simple and clean design, I can add design elements to it later. All messages sent via e-mail, or built into the PDF should all be configurable through the admin page. E-mail templates to employees or clients, all should be configurable.

Please be experienced in this type of a setup, and you must have a related portfolio in order to win this project.