Unified Mobile Application for Sales, Project Management, Ticketing & Expense Workflows

• Fragmented Systems

Different tools / modules existed for sales, project management, quoting, ticketing, expense approvals. Users and customers might need to switch between systems, which reduces usability and coherence.

The application must cater simultaneously to internal users (sales, project managers, staff) and external users / customers, each with different roles, permissions, and views.

Since the app is mobile, all workflows — quoting, approvals, ticket updates, project task status — must be accessible and usable on mobile (iOS / Android). Performance, UX, and secure API/backend integration are critical.

Users should be able to log expenses, submit them, and route them for managerial approvals — all from mobile.

Customers should be able to view the status of projects, see tasks within their projects, track ticket statuses, view relevant quotes, etc.

Ensuring data sync between mobile app, backend CRM / ERP / project systems, and ensuring correct permissions, secure endpoints, and real-time updates.

Internal users can create, manage, send quotations from mobile; customers may view quotes in their portal.

Projects created and assigned; tasks under projects tracked. Users can mark task statuses; customers can view project progress.

Ticket creation, tracking, updates; internal teams resolve; customers view and interact with ticket statuses.

Users can submit expense claims (with attachments, amounts, categories), which flow through an approval hierarchy. Approvers receive notifications and can accept or reject via app.

The mobile app handles internal user roles (e.g. sales, project manager, team member) and customer roles. Depending on login, users see modules permitted to them (for example, customers see only projects, tickets, quotes; internal users see full suite).

The app is backed by APIs or integration with CRM (Zoho CRM / custom backend) and project management / support system, ensuring data is consistent across systems.

Users (internal and customers) receive push notifications (or in-app alerts) for events like new task assignment, quote approval, ticket updates, expense approval, etc.

Depending on requirements, support for limited offline usage with later synchronization (if mobile connectivity issues exist).

Design of intuitive navigation, role-based menu, clean dashboards on mobile for both internal and external users.

1. Requirement Gathering & Role Mapping
• Collected complete requirements: modules, flows, roles, permissions, data exposure boundaries between internal and customer users.
• Mapped user journeys for internal staff vs customers.
2. Design & API / Backend Architecture
• Designed database / backend modules for quotes, projects, tasks, tickets, expenses, approvals, users, customers.
• Defined RESTful APIs (or GraphQL) to serve mobile app needs, with proper authentication, permissions, and data filtering.
3. Mobile App Development (iOS & Android)
• Built or updated mobile apps (Swift / Kotlin / React Native / Flutter etc.) handling all modules.
• Implemented role-based UI switching: internal vs client.
• Integrated push notifications, data caching, error handling.
4. Integration & Sync
• Integrated mobile APIs with backend systems (CRM, project systems, ticketing systems).
• Ensured real-time sync so updates (task status, ticket resolution, expense approvals)reflect across app and backend.
5. Workflow Logic & Business Rules
• Coded logic for expense approval workflows (multi-level, conditional approvals).
• Ensured module-level business rules (e.g. customer can view project tasks only if authorized).
• Implemented state transitions, notifications, validations.
6. Testing & QA
• Extensive testing of different user roles, permission boundaries, module flows, error flows, offline sync (if applicable).
• Testing cross-platform (iOS / Android), push notifications, API performance.
7. Deployment & Rollout
• Published apps on App Store and Play Store (if updates / modules were added).
• Onboarded internal users and customers.
• Provided training and documentation: how to use quotes, tickets, project status, expense submission, approval, etc.
8. Support, Feedback & Enhancements
• Post-launch support for bug fixes, edge-case improvements, refining UI/UX.
• Added new features / optimizations based on user feedback.
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Both internal users and customers access one app, improving usability and reducing friction.

Everything – quotes, project tasks, tickets – is consolidated in one mobile interface, increasing efficiency.

Clients can see project status, task progress, ticket updates, and quotes, improving transparency and trust.

Expense submissions and approval workflows are handled entirely within the app, saving time and avoiding external tools.

Push notifications and real-time updates help users respond faster to ticket assignments, task changes, approvals, etc.

No need for multiple disjointed apps or separate customer portals; maintenance, training, and support overhead reduced.

The mobile infrastructure supports growth and on-the-go operations; future enhancements can be layered in.

Users and customers have a unified, modern app experience — enhancing adoption, satisfaction, and engagement.