Trades and contractors
Example build: custom CRM for a small trades company
Trades company scenario, Fraser Valley BC
A small plumbing and heating company where per-user pricing on their current SaaS grows every quarter. This is the shape of custom CRM we would build for them: intake, dispatch, quotes, deposits, invoices, and an owner's dashboard on a phone.
Example build, not client work. We don't publish case studies until a real client gives us permission and real numbers.
The problem
Where they would be stuck
Per-user pricing means every new tech costs more in software.
The reports the owner wants need spreadsheet stitching every month.
Quote follow-ups rely on someone remembering.
Office and techs share the same tool but hate different parts of it.
The approach
What we would build and why
- 1
Map the real flow over two discovery calls.
- 2
Three tailored views: tech (mobile-first), office (dispatch, invoicing, customers), owner (dashboard).
- 3
Stripe for deposits and card payments.
- 4
Clean monthly export for the bookkeeper.
What it would do
Where the CRM would change the day
One CRM your office and your techs both use, instead of three tools that almost fit.
The per-user SaaS bill goes away and adding a tech costs nothing in software.
The bookkeeper gets a clean monthly export, so month-end still works.
The owner sees the pipeline on a phone.
Under the hood
What it would be built on
Stack & shape
- Web app that works on phone, tablet, and desktop
- Postgres database, owned by the client
- Stripe for deposits and card payments
- Monthly export to the bookkeeper's year-end tool