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15Hi Experts,
I am developing a prototype for client X where the client is kind of like Airbnb, need to do it with minimal customizations
Client X: Temporary accommodation provider to insurance companies where insurance users are looking for temporary accommodations (Due to damage/repairs to home)
Typical request/inquiry to my client X
"Hi, we are SampleInsurance, looking for accommodation in Melbourne CBD for a family of 2, preferably 2BR from the dates 1/1/23 to 1/9/23, please share quotes)
- My client X will assign a team member to the case, who will need to look for available properties (Currently maintaining an excel of all properties, with dates available and daily rate) based on the conditions mentioned in the initial request
- X Will send a few options as quotes to the SampleInsurance company for different accommodations available during the required period
- Sample insurance will pick one and then Client X will convert that into an order'/invoice - Mark the relevant booking as "Unavailable" for that time period as it has been leased.
My approach:
I will be using
Accounts: To manage which insurance the request is coming from
Contacts: To store details of the insurance user (The one who will actually stay in the accommodation)
Question:
Should I use the Case entity to track an ongoing request/inquiry? or should I use work orders?
- The case management style should allow us to look for bookable properties, filter them by location/price/bedrooms/duration
- Create Quotes for each of the recommended/suitable property
- Once selected by the SampleInsurance, need to "WIN" that quote and simultaneously mark the chosen property as booked
I am also having trouble with finding the right way to manage the bookable accommodation through bookable resources.
Should I try assets instead? If yes, how would I manage the booking dates.
If you feel field service is not the right module, what else would you recommend?
Thanks in advance
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