Project Overview

This CRM system combines appointment scheduling (Calendly integration) with electricity consumption analytics and multi-phase technical assessments. Built with Laravel Livewire, it streamlines client interactions, energy bill analysis, and assessment workflows across phases like onsite, virtual, engineering, feasibility, and DQ/completed.

Key Features

1. Dynamic Scheduling & Assessment Management

• Multi-phase workflow: Auto-route appointments to relevant teams (engineering/virtual/onsite) using Livewire's event-driven architecture24.

• Calendly Sync: Embed scheduling widgets with conditional logic (e.g., onsite assessments require location input, virtual assessments auto-generate Zoom links).

• Real-time status updates: Track assessments from "scheduled" to "DQ/completed" using Livewire’s DOM diffing for instant UI updates3.

2. Custom Electricity Unit Calculation Engine

• Livewire-powered calculator: Process consumption data with formulas like:

  Total Cost=(Units Consumed×Tariff Rate)+Fixed ChargesTotal Cost=(Units Consumed×Tariff Rate)+Fixed Charges

  Built using Livewire’s reactive data binding (similar to the calculator project in1).

• Bill analysis reports: Generate PDF/excel reports with dynamic charts using Livewire pagination and Laravel DomPDF4.

3. Phase-Specific Assessment Modules

• Engineering feasibility templates: Pre-built forms with auto-calculations (e.g., load capacity estimations).

• Virtual assessment tools: Integrated screen-sharing and file uploads (extending Livewire’s image upload component from1).

• DQ (Data Quality) checks: Automated validation rules using Livewire’s built-in error handling4.