is an all-in-one support interface for SMB to manage tickets, invoices, payments, work orders, staff performance and customer relations.
Client-side of the site gives access to support pages to submit tickets and speak to company reps to answer their questions. Client invoices are available to make payment with Stripe.
Staff-side hosts a handful of features to manage their internal operations and customer relations all within one program.
Some of the features include:
Client submitted tickets are managed though the ticket interface. Ticket status, flags and comments are updated via AJAX requests. Staff will be able to access internal notes and additional information on the ticket/customer. Clients can leave a feedback on the service they received.
Work orders use AASM to control states and progressions of a work order to an invoice. Invoices can be paid with an internal payment system from the Stripe API. Mailers will be implemented for invoice receipts for the client.
The staff welcome page once they are logged on. From here, a member can view today's tasks, currently open tickets, or monthly targets.
Reports give a detailed analysis of the staff member's overall performance and achievements.
Admin options to manage users are made available through Devise. User authentication through Devise and CanCan.
Kuma Suite was built in 2 weeks, with Rails, jQuery, and AJAX. UI styled with SASS and Semantic UI.
Notable gems used: Devise, Cancancan, AASM, Cocoon, Avatarly, TableSorter
- ability to close tickets
- change date helper to reflect (15 hours ago) (application_helper )
- internal notes section for staff
- clients can leave reviews on service
- reviews are only available after ticket is closed
- once ticket is closed, cannot post any more replies, unless internal notes
- change everything to single line
- ticket status dropdown
- total of unit * amount = total, total column + tax = invoice total
- finish Stripe API integration
- add payment option for client side
- add invoice and order links for client side
- work on users model to add more fields
- implement Dashboard, more placeholders
- task list for dashboard
- implement consistent design across app
- feedback
- ajax internal notes aka messaging system
- flags (use icons) [urgent warning, important flag, no flag (default) ]
- status [blank (default), in progress, delayed, completed (once completed, clears out of queue and sends to completed page)]
