Security Admin Dashboard Development

We currently have a website that is built, it was most of all these things here working, but unfortunately, the last developer scammed us and took our money and ran before completing the project.

http://cmshts.hometownsecurity.com.au/ – I will provide login details for the site when you connect with me, it wont let me post it here.

Features/Pages:
Home
Clients
Clients Profiles
Leads
Invoices
Reports
Profile & Messages

Design:
The design of this dashboard is to resemble the design of our current logo, we would like this dashboard to look and act as a corporate style dashboard.

Design we like: https://dashboardpack.com/live-demo-preview/?livedemo=378772

Home:
This page is just a dashboard page, it shows alerts when new things are entered or when an invoice is overdue ECT.

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Clients:
On this page we are needing it to list the current clients that we have, on this page it will show the following information;

Client Name
Contact Name
Client Number
Invoice Status

You should be able to create a new client, remove a current client or edit the client.

Once you click on the client you want to view, it will show a full profile of the client, we a clients photo and in depth details;

Client Name
Contact Name
Address
Contact Number
Afterhours Contact
Afterhours Number
Contract Start/End Date (should have the option to also click monthly, in case a client is wanting a month to month contract)
Last Invoice Total – (this should automatically update from the last invoice sent when we use the invoice section)

Somewhere on the clients profile there should be a invoice status, where we can manually changed it depending on the clients invoice status;

(Invoiced(blue), Overdue(red), Paid(green))

We would also like this section to have a notes tab and a extra services tab, allowing us to enter in to each one and it will save according to that client.

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Leads:
Leads will be a simple page on the dashboard that will allow us to add news leads which will be information; on this we will add a new lead and it will list all the leads we have.

Leads will be made up of;

Name:
Site name:
Contact email:
Contact number:
(Notes Tab)

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Invoices:

Our invoices system will be the most complex system, I will attach a PDF doc to show you what our invoices look like. The reason for this section is to create less hassle in sending invoices, on the invoices page it should list all the invoices we have currently sent, it should display the following;

Client name:
Invoice number:
Invoice Date:
Invoice due:
Paid/Sent/Overdue:

When you create a new invoice, this is how the system will work. Basically, you create a new invoice and you can select a client that we currently have listed, once you click this it will automatically prefill the information for that client, allowing you to just click submit, which will save it to the database, you can then also click send and it will make the invoice status “Sent” and it will send to that client automatically.

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Reports:

This page is a simple report page that will be used for sending incident reports, basically, we will have a list of all the reports on the page. It will have a create a new button, once you create an IR report it will have a detailed series of questions and an option to add a photo.

Once you answer all the questions, you can save their report and it will stay listed in the database. There should be a download button for us to down this report and it creates it into a nice professional-looking PDF file with the photos attached.