Garage door companies
Repair and install CRM for a garage door company
9-person garage door company, Fraser Valley BC
A 9-person garage door company had two workflows fighting each other in one tool: fast repair jobs and slower install quotes. We built a custom CRM that runs both lanes properly, with quote follow-ups that go out on their own.
Anonymized. Real project shape and outcome ranges, identifying details changed to protect client confidentiality.
Headline numbers
What changed
Install quote close rate
Up about 22%
Lost quotes
Effectively zero
Weekly office admin
Down about 6 hrs
Build time
9 weeks to launch
The problem
Where they were stuck
Repair intake and install quotes lived in the same calendar and email inbox.
Install quotes worth thousands would sit for weeks with nobody chasing.
Site visits were tracked on a whiteboard that nobody updated in the field.
Owner could not answer 'what quotes are out and worth?' without asking around.
The approach
What we built and why
- 1
Split repair and install lanes with the fields each one needs.
- 2
Built a quote flow with photos and options, sent from the job.
- 3
Automatic follow-ups on install quotes at 3, 7, and 14 days.
- 4
Owner's dashboard with open quotes, booked installs, and revenue.
The result
What it actually did
Install close rate climbed about 22% inside the first quarter.
Quotes no longer get lost because the follow-ups go out on their own.
Weekly office admin dropped about 6 hours.
Owner sees the pipeline on a phone in one glance.
Under the hood
What it's 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