Home services
Example build: recurring visits and route CRM for a home services company
Home services company scenario, Metro Vancouver
A cleaning and maintenance company where a generic booking tool falls apart on recurring visits and crew routing. This is the custom CRM we would build for them: the weekly schedule, routes, and customer notifications, all handled 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
The generic booking tool does not really do recurring visits.
Routing is done by hand every morning.
Customer notifications only go out when someone remembers.
Quotes for one-off deep cleans sit quietly and often die.
The approach
What we would build and why
- 1
Recurring schedule engine with per-customer cadence and crew.
- 2
Route per day, with the crew seeing the sequence on a phone.
- 3
Automatic on-the-way and complete notifications by text.
- 4
Follow-ups on open quotes.
What it would do
Where the CRM would change the day
Weekly schedule builds itself instead of eating a morning.
The crew sees a routed day on a phone.
Customer notifications go out on their own.
Open quotes get nudged instead of forgotten.
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
- Twilio for SMS customer notifications
- Stripe for card payments