Zoho CRM Costing Widget for Job Cost Management
As part of the larger Zoho CRM Customization project for Taylor Movers, I designed and implemented a custom Costing Widget to replicate and improve on their previous system’s costing functionality.
Key features:
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Item Selection – Users can easily search and select move-related items stored in the CRM.
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Cost Visibility – Shows item cost, unit price, and availability in real-time.
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Dynamic Quantity Entry – Allows entering units for each item and automatically calculates the line total.
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Total Cost Generation – Aggregates all line items into a full job costing summary.
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User-Friendly Interface – Simplifies the costing process and reduces manual errors.
This widget streamlined the estimation process, improved accuracy in job costing, and saved time for both marketing and operations teams.
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