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Services

The Services module in Flux CRM allows employees to track and manage services that are due, in progress, or completed. Services are often linked to contracts but can also be standalone, fully separate from any contracts. The service management interface is built using Vue.js, enabling real-time updates and filtering of service statuses.

1. Structural Overview

Frontend (Vue.js)

The services page is a Vue.js-based interface that provides a comprehensive list of services in various states, including:

  • Due Services: Services that are upcoming or need to be performed soon.
  • Pending Services: Services that are scheduled but not yet started.
  • In Progress: Services currently being performed.
  • Completed Services: Services that have been finished.

Web Routes

Web routes that serve the service-related views are defined in web.php. Key routes include:

  • GET /services: Fetches the services list view.
  • GET /services/{id}: Displays details of a specific service.
  • GET /services/edit/{id}: Opens the form to edit an existing service.

2. Flow of Services

Services List

The Services List page displays all services, allowing employees to track and manage them. Services can be filtered by status:

  • Due: Shows services that are coming up and need to be performed.
  • Pending: Displays services that are scheduled but not started.
  • In Progress: Lists services that are actively being worked on.
  • Completed: Shows services that have been finished.

Linked and Unlinked Services

Services are usually linked to contracts, but users can also add Unrelated Services that are fully independent of any contract. This allows for more flexibility in managing one-off services or internal tasks.

Updating Service Status

Employees can directly update the status of a service from the Services List. They can mark services as:

  • Pending: Ready to start but not yet active.
  • In Progress: Currently being worked on.
  • Completed: Finished and awaiting review or payment, if applicable.