Custom CRM for Home Services Companies

The problem this solves

Home services companies often manage leads across Google Sheets, scheduling in Calendly, invoicing in QuickBooks, and following up via personal email. Leads fall through the cracks and owners spend hours on admin work that should take minutes.

What we build

A single, purpose-built CRM that manages the entire client lifecycle: lead capture from the website, automated follow-up sequences, job scheduling with crew assignment, on-site photo documentation, and one-click invoice generation that syncs with QuickBooks.

Key features

• — Lead pipeline with automatic follow-up reminders
• — Drag-and-drop scheduling calendar for crews
• — Mobile-friendly interface for on-site job documentation
• — Automated invoice generation synced with QuickBooks
• — Client portal for scheduling and status checks

Tech stack

Built with Next.js, PostgreSQL, and Tailwind CSS. Hosted on Railway with automated backups.