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Real systems. Running now.
Not mockups and not case-study fiction. Each of these runs inside an operating business, handling real customers and real money every day.
How to read this page. Every project below is told the same way: what was going wrong, what we built, and what changed for the business. No feature lists — if you recognise the problem, the fix probably fits you too.
One system for the whole job — from first call to paid invoice
A busy service business was running on texts, a whiteboard and three apps that didn't talk to each other. Quotes got lost in phone threads. Jobs were finished and never invoiced. Nobody could answer "where are we with the Johnsons?" without calling two people.
A CRM built around how that business actually runs. One customer record. The quote turns into the job, the job turns into the invoice, the invoice takes online payment. Reminders go out by text on their own. The owner sees everything from a phone.
Nothing falls through the cracks anymore, and there is no monthly per-user fee — the business owns the system outright. The same core now runs for roofing, dental and service-trade businesses.
Paper forms that became a PDF report, signed on the spot
Inspections and intake were done on a clipboard, photographed, retyped in the office, then emailed as a Word doc two days later. Photos went missing. Signatures were a second visit.
Staff fill the form on a phone or tablet at the job. They can circle things on the photos. The customer signs on the screen. A clean, branded PDF is created instantly and attached to the customer's record.
The report is in the customer's inbox before the truck leaves the driveway. No retyping, no lost photos, no second trip for a signature.
Text your customers from the system, and they can text back
Customers reply to texts, not emails — but the texts lived on the owner's personal phone. Estimates, reminders and "you can pick up now" messages were typed by hand, and missed calls were just missed.
Two-way texting inside the CRM. Estimates, appointment reminders, invoices and pickup notices go out as texts, with photos when it helps — a roofer sends the damage photo, a groomer sends the freshly cleaned dog. A missed call automatically texts the caller back.
Fewer no-shows, faster approvals, and the whole conversation is on the customer's record — not lost on someone's phone.
Job photos organised and shareable — with no monthly fee
Photo apps for contractors charge per user, every month, forever. Photos ended up spread across phones, and sharing a before/after with a customer meant digging through a camera roll.
A photo system that lives on your own server. Upload from the phone on site, mark up the photo, and every job gets a password-protected gallery you can send as a link.
Every job documented, every photo findable, and the bill is zero dollars a month.
A website that rings the phone — and every lead lands in the CRM
The business had a nice website that nobody found, and the contact form emailed a mailbox nobody checked. Leads from other towns were going to whoever showed up on Google first.
A page for each town the business serves, written so Google understands it, plus a contact form that drops straight into the CRM. The owner gets a text within seconds of every inquiry.
Found in the towns that matter, and no lead sits in an inbox overnight.
Four working systems. Go click them.
Four industries, four different jobs to do — all built the same way. Every one is a real build loaded with sample data. Nothing is a screenshot; every button does something.
Service Industry CRM
Twenty modules: booking requests, quotes, signed contracts, inspections, dispatch, purchase orders, invoicing and job costing. Shown with a roofing company, but this is the shape of any trade — HVAC, plumbing, landscaping, restoration.
Open the service industry demo →🚗Shop CRM
Bay scheduling you can drag, two-way SMS, staff protocols, deposits, a punch clock — and customer phone numbers locked away from technicians until an admin approves.
Open the shop demo →🦷Dental Clinic CRM
Operatory day sheet, recall list, a tooth chart you can click, treatment plans priced off the Alberta Fee Guide, insurance predeterminations and patient reminders.
Open the dental clinic demo →🐕Veterinary CRM
Clients and their animals, SOAP visit notes, a live treatment whiteboard for hospitalized patients, vaccine due list, boarding board and a controlled-drug log.
Open the veterinary demo →Small first. Then it grows with you.
You don't buy the whole thing on day one. You buy the part that fixes this week's problem, and add the rest when it earns its keep.
We talk. Free.
A call or a visit. You show us how you run things today — the spreadsheet, the paper, the thing everyone forgets. We tell you honestly whether we're the right fit.
Stage 1: the basics, fast
Your customers, quotes and invoices in one place. Fixed price, a couple of weeks. You're using it before we talk about anything fancy.
Stage 2: only what earns its keep
Texting, online payments, photo reports, reminders, website — added one at a time, when your week says it's needed. You own every line of it. No monthly per-user fee.