Garage door companies
Example build: repair and install CRM for a garage door company
Garage door company scenario, Fraser Valley BC
A garage door company with two workflows fighting each other in one tool: fast repair jobs and slower install quotes. This is the custom CRM we would build for them: both lanes properly, with quote follow-ups that go out on their own.
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
Repair intake and install quotes live in the same calendar and email inbox.
Install quotes sit for weeks with nobody chasing.
Site visits get tracked on a whiteboard that nobody updates in the field.
The owner cannot answer 'what quotes are out and worth?' without asking around.
The approach
What we would build and why
- 1
Split repair and install lanes with the fields each one needs.
- 2
Quote flow with photos and options, sent from the job.
- 3
Automatic follow-ups on install quotes at a few timed intervals.
- 4
Owner's dashboard with open quotes, booked installs, and revenue.
What it would do
Where the CRM would change the day
Repair and install both live in a CRM shaped for each lane.
Install quotes stop going quiet because follow-ups run on their own.
Site visits, photos, and approvals all attach to the job.
The owner sees the pipeline on a phone in one glance.
Under the hood
What it would be built on
Stack & shape
- Web app plus mobile view for the crew
- Postgres database, owned by the client
- Customer portal for quote approval and photos
- Stripe for deposits