Our client, a US-based technology solutions provider, supports various service provider businesses, including plumbing, electrical services, and painting companies. They needed a custom CRM application that would allow multiple service providers to register, manage their teams, assign jobs, and handle the day-to-day operations of their business efficiently. This CRM needed to automate key processes such as billing, time tracking, and reporting, providing service businesses with a powerful tool to manage operations more effectively.
The client aimed to develop a comprehensive CRM platform tailored to the needs of service providers. The platform needed to allow service companies to manage their users, assign jobs, track time, estimate costs, and generate invoices automatically. The system also needed to handle multiple companies simultaneously, ensuring that each company could operate independently while utilizing the same centralized platform.
Allowing different service provider companies to register, set up their users, and manage their own operations independently within the platform.
Enabling service providers to create user roles, assign jobs, and manage staff efficiently.
Implementing real-time tracking of job progress, including time spent on each task and job status updates.
Providing automated calculations of labor costs, materials, and overall job costs based on predefined rates and time spent.
Automating the generation of job estimates and converting them into invoices once the job is complete.
Offering detailed reports on job performance, user productivity, revenue, and costs, tailored to the needs of each service provider.
Ensuring that the CRM is easy to use for service providers of all technical skill levels, with minimal training required.
Ensuring that each company’s data is securely isolated, protecting the confidentiality of business information.
Building a scalable architecture capable of supporting hundreds of service provider companies with their own users and operations.
We developed a custom CRM application specifically designed for service providers, using a modular approach that allows multiple companies to manage their operations independently. Built with Angular.js for the frontend, Laravel for backend operations, and MySQL for database management, the CRM enables service providers such as plumbers, electricians, and painters to register, set up users, assign jobs, and manage day-to-day tasks efficiently. The system includes time tracking, automated cost calculations, estimates, and invoicing features that streamline the entire service process.
Advanced role-based access control ensures that companies can assign different roles to their users, limiting access to sensitive data based on user permissions. The platform also integrates with third-party tools for payment processing, allowing service providers to accept payments directly through the CRM.
Allows service providers to register their business, create accounts for staff members, and manage their operations independently.
Enables administrators to create roles for users, assign permissions, and manage user access to different parts of the CRM.
Provides a centralized dashboard where service providers can view, assign, and track jobs in real-time, including job progress and staff performance.
Tracks the time spent on each job in real-time, allowing for more accurate cost calculations and performance monitoring.
Automatically calculates labor costs, material costs, and overall job costs based on time spent, materials used, and predefined rates.
Allows service providers to generate job estimates and convert them into invoices upon job completion, automating the billing process.
Generates detailed reports on job performance, staff productivity, revenue, and cost analysis, helping service providers make data-driven decisions.
Supports third-party payment gateways, allowing service providers to accept payments for jobs directly through the platform.
Ensures that sensitive data is only accessible to authorized users, with customizable permissions based on user roles.
Sends real-time notifications to staff members about job assignments, deadlines, and customer updates.
Allows service providers to access the CRM from mobile devices, providing on-the-go management of jobs and staff.
Implements strong encryption and data isolation measures to ensure that each company’s data remains secure and confidential.
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