Toolkit Application Overview

Overview

The Toolkit Application is a web-based platform developed to support agencies in their outreach efforts. It enables users to easily import contact information directly from Google Maps and manage businesses, projects, and invoices in one centralized system. The application is equipped with essential tools for organizing data, automating tasks, and providing a clear overview through an intuitive dashboard.

Features

Authentication Features

1. Login
   Users can securely log in to access their personalized dashboard and features. The login process ensures only authorized personnel can interact with sensitive data.

2. Logout
   Users can safely log out of the system, ensuring that their session is closed and their account remains protected.

3. Forgot Password
   If users forget their password, they can request a password reset link to be sent to their registered email address.

4. Reset Password
   Upon receiving the reset token, users can access a dedicated form to update and secure their new password.

Business Management

1. Index
   Displays a list of all businesses stored in the system. Users can easily browse and search through business entries.

2. Create
   Opens a form for users to input new business data, allowing them to add fresh entries manually.

3. Store
   Saves the submitted business data to the database, making it accessible for future operations.

4. Show
   Provides a detailed view of a selected business, including its associated data and linked projects or invoices.

5. Edit
   Allows users to modify the information of an existing business, updating only the relevant fields.

6. Update
   Saves the edited data of a business, ensuring all changes are reflected in the database.

7. Destroy
   Deletes a business from the system permanently. This operation is typically restricted to authorized roles.

8. Bulk Create
   Enables users to add multiple business entries at once, significantly improving efficiency during large-scale data imports.

Project Management

1. Index
   Shows a complete list of all projects stored in the system, including filters or sorting options.

2. Create
   Opens a form for adding a new project with details such as name, description, and associated business.

3. Store
   Saves the new project to the database and links it with the relevant business if applicable.

4. Show
   Displays detailed information about a selected project, including deadlines, budgets, and status.

5. Edit
   Allows editing of project details such as timelines, titles, and associated business information.

6. Update
   Applies and stores any changes made to a project’s details.

7. Destroy
   Permanently deletes a project from the system.

Invoice Management

1. Index
   Displays a list of invoices, typically filtered by project. Users can view all generated invoices from this section.

2. Show
   Provides a full breakdown of a selected invoice, including line items, totals, and payment status.

3. Edit
   Opens the form to make changes to an existing invoice, such as amounts, descriptions, or due dates.

4. Update
   Saves any updates made to an invoice and reflects them immediately across the system.

5. Store
   Commits a newly created invoice to the database for future reference and tracking.

6. Destroy
   Deletes an invoice from the system. This action is usually restricted to admin users.

7. Mark As
   Allows invoices to be marked as either “paid” or “unpaid,” helping track payment status.

8. Generate PDF
   Creates a downloadable PDF version of the invoice, formatted for printing or sharing with clients.

Dashboard

• Dashboard Overview
  The dashboard provides a high-level summary of the system’s data, including the total number of businesses, projects, invoices, and other key metrics. This gives users a quick insight into the system’s overall performance and current status.

Routes and Access Control

• Protected Routes
  All critical application routes are secured using authentication middleware. This ensures that only logged-in and authorized users can access and manipulate the data.

• Guest Routes
  Routes related to user registration, login, and password recovery are only accessible to non-authenticated (guest) users to prevent security issues and ensure smooth onboarding.

  Conclusion

  The Toolkit Application offers a complete and efficient solution for agencies looking to streamline their outreach and data management processes. By enabling seamless contact imports from Google Maps and providing robust features for managing businesses, projects, and invoices, it significantly reduces manual effort and boosts productivity. With secure authentication, user-friendly interfaces, and an insightful dashboard, the system empowers teams to stay organized and focused on their core outreach goals.