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Client & Job Management CMS

Technologies: Django PostgreSQL JavaScript CSS HTML

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Client & Job Management CMS

Project Overview: Client & Job Management CMS

Client & Job Management CMS is a Django-based, production-ready web platform designed to streamline the management of clients, jobs, and contractors. It offers a robust, scalable, and modern solution for service businesses and agencies looking to digitize their workflow and enhance operational efficiency.

Technology Stack

  • Backend: Django (Python web framework)

  • Database: PostgreSQL

  • Frontend: Bootstrap 4/5, custom Django templates, JavaScript

Key Libraries & Tools:

  • django-autocomplete-light (DAL) – dynamic, searchable dropdowns

  • Django REST Framework (DRF) – AJAX APIs for responsive UI updates

  • mptt – hierarchical data/category management (if used)

  • Bootstrap – responsive, modern UI design

  • jQuery – client-side interactivity and UI behavior

Core Features

1. Client Management

  • Client Model: Stores company info, contact details, addresses, and status

  • Contact Info: Supports multiple phone types, validated emails, and addresses

  • Status & Type Tracking: Attribute-based system for flexible classification

  • Search & Filter: AJAX-powered dropdowns for real-time selection

2. Job Management

  • Job Model: Central entity linked to clients and contractors

  • Assignment System: Real-time job assignment with status/progress tracking

  • Job Details: Includes job type, status, dates, hours, financials, memos

  • Attribute-Driven: Dynamic configuration for job types, statuses, etc.

3. Contractor Management

  • Contractor Model: Stores personal and professional details

  • Assignment Tracking: Links jobs with contractor availability and performance

4. Dynamic Forms & Autocomplete

  • DAL Integration: AJAX-based searchable dropdowns for cities, states, etc.

  • Autofill Logic: Auto-populates related address fields based on selection for speed and accuracy

5. Admin Interface Enhancements

  • Custom UI: Clean, Bootstrap-based CRUD templates

  • Server-Side Pagination: Boosts performance on large datasets

  • Bulk Actions: Efficient multi-record management

Database Architecture

  • Clients: Central model with full contact/address records

  • Jobs: Linked to both clients and contractors; full lifecycle tracking

  • Contractors: Separate model for normalization and assignment logic

  • Attributes: Flexible lookup tables for job types, statuses, etc.

Key Business Logic

  • Job Assignment Workflow: Real-time job tracking and contractor assignment

  • Autofill Address System: JavaScript-powered lookup via city code

  • Validation Rules: Enforced via Django forms for strong data quality

Deployment Configuration

  • Static Files: Managed with Django’s staticfiles, organized for deployment

  • Media Files: (If used) Stored in dedicated directories

  • Database: PostgreSQL, optimized for performance and reliability

Custom Features

  • Dynamic Dropdowns: All major FK fields use DAL/Select2 for better UX

  • Responsive Design: Fully mobile-compatible layout with Bootstrap

  • Reusable Components: Modular form and template structure speeds up dev

Project Structure

  • Modular Design: Organized by domain (clients, jobs, contractors, etc.)

  • Template System: DRY, extendable templates for UI consistency

  • Migration History: Active version control and migration tracking

Conclusion

Client & Job Management CMS is a robust and flexible platform, purpose-built for managing clients, jobs, and contractors. Its thoughtful architecture, responsive UI, and dynamic features make it well-suited for service businesses and agencies aiming to digitize operations, improve productivity, and scale efficiently.