Hi, I'm looking for a few suggestions on how to run my site better.
This is how it works now:
- Client registers and is assigned a custom a work order form (Easy Contact Form) and that form is viewed from a Private Page (Customer Area plugin)
- Client requests work order by filling out the form (Easy Contact Forms)
- Email from the form is manually copy and pasted into a new Private File page assigned to the client. (Customer Area plugin)
- Work is performed in field.
- Work crew uploads photos to Dropbox
- Office staff downloads photos from Dropbox, zips them, and uploads them to the Private File page associated with that work order.
- Office staff creates invoice for work order and sends to client. (Web Invoicing and Billing) and links invoice on the Private File page.
What I really want it to do is AUTOMATICALLY create new a Private File with the information from the contact form, so that the office staff doesn't have to manually copy and paste from the email the form generates. Also, I want to streamline the order completion and invoicing process a little more.
I've been looking at WP-Client for a more all inclusive customer portal/private files/crm/invoicing system (right now I use 3 separate plugins for this), however it doesn't seem WP-Client has a front-end ordering system. Are there any good plugins out there for taking form results and creating a post?