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Floyyo - Client Communications Template

Template page link: https://zeroqode.com/template/floyyo---client-communications-template-1523958543593x331558913028653060

Introduction

Floyyo is a responsive, no-code template built for Freelancers and service providers to help them effectively communicate project updates and terms with their clients. Use the app to design and distribute surveys in the form of a questionnaire -- all built without code! Create a landing page to show off your skills and convert more leads.

Features

  • Communication

  • Landing page

  • User dashboard

  • Stripe Integration

  • Responsive design

  • Survey creation

  • Creating and editing projects

  • Project progress monitoring

Payments: See the documentation on how to set Stripe Payments in Bubble App.

Data Structure

User

This platform allows for user registration and the User data type holds the information necessary to operate a user account. Within this data table there are fields that include agreements (this takes a List of Agreements), the company logo, a name, notifications ( also takes a List of texts), paid_user ( value is either yes or no), projects ( value is a List of projects), surveys ( this a List of surveys) and so on.

Projects

Projects can be created and managed on this platform. Within its data table, fields include agreeement, approved ( value is either yes or no and is true when the project is approved), attachment, client_email, clients approval, comment ( takes value of text), comments (takes Comments as value), tas_items ( this holds a list of Tasks), cover pic, deadline, attachment (takes a file as value), etc.

Agreement

Communication between a client and a freelancer happens with a set of agreements that governs their business. This data type holds details about agreements for this platform. Some of the fields within the data table include amount, description, disclosure ( this could be yes or no), deliverables, signed (value is either yes or no), schedule, termination, etc.

Task

This data type contains only two fields that include name and items

(takes titem as value).

Titem

This type holds the name, desc ( description), priority and proj_connected.

Comments

The Comments data type contains the message and the associated project ( proj_tied).

Survey

Survey contains the client_email, budget, status ( value is either yes or no), type and some texts f1, f2...f8.

Pages

index

This simple page is the landing page for this template. It provides the user options to signup, login and also shows an overview of what the platform can do.

Custom State

This page has no custom states.

add_tasks

This page provides two inputs that take the name of the task and the class it falls under. These classes are predefined and they include To-do, WIP (Work in progress) and Completed. Once added, each task is populated on the associated RepeatingGroup.

Custom State

This page has no custom states.

agreement_page

Within this page, the summary of the project and associated project's agreement can be viewed.

Custom State

It has no custom states.

agreement_summary

This page displays the summary of an agreement, showing details like the description of the project, deadline for the project, total amount agreed, total of advance payments if applicable and the deliverables.

Custom State

This page has no custom states.

agreements_list

Here, all the available agreements are populated on a list. The page also provides a search input to enhance accessibility and an option to create and add a new agreement to the list.

Custom State

This page has no custom states.

all_surveys

This page is similar to the agreements_list. On this page, all available surveys are listed and also a search input which is used to filter the list. Also the each survey could deleted from the list.

Custom State.

It has no custom states.

contact

This simple page provides input forms that take user's email, the subject of user's message and the message itself. It has no custom states.

create_agreement

This page provides input forms that take necessary information needed for creating an agreement. It has no custom states.

forgetpass

This page displays a form that takes a user's email to begin the password reset process. It has no custom states.

home

Once a user is logged in, they are redirected to this home page. The home page provides options to navigate to the Project Documents or Agreements or Surveys and it has no custom states.

This page displays just the terms and conditions and it has no custom states.

list

The list page displays all the available projects, showing their progress level, deadline if applicable and options to view edit and mark as complete. There is also the option to create and add a new project to the list.

Custom State

This page has no custom state.

login

This is simply a Login page that takes email and password as inputs and a submit button. It has no custom states.

m_home

This page is similar to the home page but the m_home is optimized for smaller screens or mobile screens. It has no custom states.

magreements_list

This is page is the same as agreements_list but optimized fro the mobile display. It also has no custom states.

mall_surveys

This is the same as the page all_survey but optimized for mobile screens and it has no custom states.

mindex

mindex is a design of the index page specifically optimized for smaller screens. It has no custom states.

mproj_preview

This is a mobile view for the project preview. This page has no custom states.

new_proj

This page also displays input forms that take details necessary for adding a project on this platform. It has no custom states.

notifications

Notifications page simply displays a list of notifications and it has no custom states.

proj_preview

This page displays a projects preview showing user's name, projects's version and progress in percentage. This page has no custom states.

project_list

This page is another design for the list page. It has no custom states.

settings

This page provides options to set and change PayPal,me URL, password, company logo and the profile picture. It has no custom states.

signup

This is a simple signup page with a form that takes necessary inputs. It has no custom states.

survey

This page also contains a form that takes input for the survey. It has no custom states.

terms_conditions

Here, information about the terms and condition of the platform is found that include Disclaimer, cancellation policy and so on. There are no custom states on this page.

view_survey

This page views the stored surveys and it has no custom states.

Specific Reference

Payment

To setup your stripe account, go to stripe.com, create an account. You will be allowed to access your dashboard once you have successfully verified your email address and activated your account.

Click on Developers and then, API keys. copy your API keys. Ensure to use a live API key when your template goes live

Paste the API keys in the stripe connector calling the plugin.

Demo to preview the template