Build a Web-Based Account & Field Operations Management Platform
Budget: -
HOURLY / PART_TIME
⭐ 0.00 (0)
Malaysia
web-application, web-programming, devops, database
We are looking for a freelance developer or small development team to build a browser-based internal operations platform for managing accounts, field staff activity, approvals, payments, documents, reporting, and monthly closing. The system will be used by multiple internal teams under one organisation. It is a web application only and must work well on desktop and mobile browsers. No native mobile app is required.
ROLES & ACCESS
The Owner has full visibility. Admins can manage assigned teams only. Field Staff can only access their assigned accounts. The system requires staff account creation, invitation, reset, and deactivation. There are no hard deletes — all records must be retained. Important access and permission changes must be logged in an audit trail. The UI must support English, Chinese, and Bahasa Malaysia.
MAIN FEATURES
1. Team & Organisation Setup. Manage multiple teams and branches with states: Active, Legacy, and Merged. Each team has its own settings including code prefix, document template, fund pool, schedule, and location. Performance groups allow shared targets and incentives across teams.
2. Customer / Account Master. A centralised customer database with duplicate detection by ID or phone number. Teams receive limited duplicate alerts without exposing other teams' data. The system tracks ownership by team and staff, masks sensitive fields, supports partial search, and allows soft-delete with record recovery.
3. Account / Agreement Management. Structured web-form entry for new agreements supporting Fixed-Term, Daily, and Revolving plan types. Optionally tracks secured items including category, description, declared value, photos, documents, custody status, and a configurable release threshold warning. Gross amount and net received amount are tracked separately. Reference codes are auto-generated with audited manual override support.
4. Approvals & Documents. New agreement approval queue and a separate fund-release approval workflow with tiered amount thresholds. Generates receipt and agreement PDFs. Supports per-team document templates and a shared template library.
5. Payments & Settlement. Records payments by component: base amount, service charge, late charge, adjustment, and deposit or processing charge. Includes an adjustment request and approval flow, full payment history, and account close classification as Standard, Variance, or Shortfall. First-payment follow-up tracks assigned staff, outcome, reason, and reassignment history.
6. Fund Pool & Expense Tracking. Head-office and per-team fund pools with bank and cash channels, running balances, and audited opening balances. Supports cross-pool transfers with approval, expense submission and approval, and a manual profit-distribution trigger with configurable team share ratios.
7. Performance, Targets & Attendance. Manage sales targets, collection targets, daily activity targets, attendance, incentives, adjustments, and deductions. All rules are configurable with effective dates and a full audit history.
8. Field Activity & Attendance. Daily outbound activity tracking with screenshot proof upload and admin verification. Browser-based GPS clock-in and clock-out with selfie capture, timestamp, and device fingerprint. Configurable office radius, schedule, grace period, and holiday calendar. Includes a live attendance board, historical review, and exemption queue.
9. Reporting & Monthly Closing. Reports include owner-level full report, scoped admin report, sales summary, payment and collection summary, expenses, fund position, profitability by team and plan type, target attainment, staff performance, and individual staff statements. Monthly close is lockable; post-close changes are only allowed through audited adjustments.
10. Other Modules. Role-aware notification centre, meeting notes, idea backlog, internal announcements, field-marketing placement log with photo proof, and a server-generated time-limited anti-spoofing code.
11. Audit, Backup & Deployment. Full audit trail for sensitive actions, feature flags for staged rollout, managed hosting, daily automated backups with 30-day retention.
12. Data Migration. Import existing records from spreadsheets across multiple companies. Covers teams, staff, customers, account records, statuses, amounts, and expenses. Supports per-company column mapping, dry-run import, and full validation before final cutover.
TECH STACK
Open to any suitable stack. Examples include Laravel, Django, Node.js/NestJS, React/Next.js, Vue, PostgreSQL, MySQL, or any reliable cloud hosting. We care more about delivery quality, maintainability, security, and clear documentation than a specific framework.
DELIVERABLES
Responsive web application with owner dashboard, admin dashboard, and field staff interface. Backend system and database. Role-based permission system. PDF generation and file upload/storage. Reporting module. Audit log. Data migration support. Deployment. Basic admin documentation.
HOW TO APPLY
Please include: (1) your suggested tech stack, (2) estimated timeline, (3) estimated cost with milestone breakdown, (4) similar systems you have built if any, (5) whether you are an individual or a team, and (6) any major assumptions or risks you see. NDA may be required before sharing sample spreadsheets, document templates, and detailed business rules.
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