Overview:
The Challenge: A growing field service business needed client management, scheduling, and invoicing—but enterprise CRMs like Salesforce were overkill and overpriced. They also needed smart route planning to maximize daily efficiency.
The Solution: A streamlined CRM built specifically for field service operations—with built-in scheduling, invoicing, and Google Maps route optimization based on real-time traffic patterns.
Timeline
5 Day Build
2024
Industry
Field Service
Home Services
Tech Stack
React / Node
AI Enabled
NO
Tools & Technologies
System Architecture
Clean Dashboard Interface
Key Features
6 essential modules that handle everything a field service business needs to run smoothly.
Client Profiles
Full service history, contact info, and notes for every customer.
Smart Scheduling
Recurring jobs with automatic reminders and calendar sync.
Invoicing
Generate professional invoices and track payment status.
Stripe Payments
Secure online payment processing with instant notifications.
Route Optimization
Google Maps traffic-aware routing to maximize daily jobs.
Auto Reminders
SMS and email notifications keep clients in the loop.
Platform Walkthrough
Visual Interface GalleryDaily Overview
See today's schedule, upcoming jobs, and recent activity at a glance. Everything you need to start your day.
Create & Send
Generate professional invoices in seconds. Add line items, apply taxes, and send directly to clients.
Client View
See exactly what your clients see. Professional branded invoices with clear payment instructions.
Optimize Travel
Plan your day's route with traffic-aware optimization. Save time and fuel on every job.
Built for hustle.
This isn't enterprise software squeezed into a small business. It's purpose-built for people who work with their hands and need tech that just works.
Finally, software that doesn't make me feel like I need an IT department. Just works.
— Field Service Owner