I am currently in the middle of development of a service management application. These are some of the requirements I started with:
Dashboard
- display your schedule;
- display jobs and tasks assigned to you;
- news feed – this can include any notices, overdue tasks/jobs, internal messages, etc.
My Profile
- view/edit my profile details
- change password
Clients
- search/browse all clients
- view client details
- create new client
Jobs (Design/Service/Sales/Support)
- search/browse all the jobs
- view job details
- create new job
Quotes
- search/browse all quotes
- view quote details
- create new quote
Invoices
- search/browse all invoices
- view invoice details
- pay & close invoice
- create new invoice
Reports
- Time-sheets
- Client Reports
- Job Reports
- Invoice Reports
- Custom Reports
Accounts
- search/browse all user accounts
- view account details
- create an account
Settings
- Account settings
-
Help
- Documentation & User Guide