AutomationShipped
Rolled out client-facing email routing that copies the office and the project manager on every proposal, change order and appointment, plus broader document and photo uploads so files can be added from a phone.
proposals + change ordersappointment emails20+ file typesphone uploads
6 hours agoAutomationShipped
Shipped a job document hub for a contractor's operations system — files upload with separate sharing levels, and client-facing emails now copy the contractor on every send.
Document hub4 sharing levelsClient emails copy the owner
6 hours agoWebShipped
Fixed a quote-approval flow that silently did nothing on phones: the blocked browser prompt is now an in-app confirmation, so a contractor can approve and send a customer quote in one step.
Every confirm prompt replacedIn-app confirmation screenResidential check added
6 hours agoWebShipped
Shipped an edit-and-recalculate flow so a contractor's staff can correct job scopes with a live preview, automatically fixed area and total figures, version history on save, and an optional re-send to assigned subs.
Edit scope with live previewArea subtotals auto-fixedTOTAL line auto-fixedVersion history on saveOptional re-send to subs
8 hours agoAutomationIn progress
Logged a new land-clearing and demolition job in a contractor's job-management system, with the subcontractor's itemized bid recorded against the job.
1 new job logged1 subcontractor bid3.5 acres to clear
9 hours agoWebShipped
Built the foundation for a project-management system for a site-work contractor: job phases from a standard 10-stage template, document storage, in-app messages and 5 automatic notifications — 10 data tables in all.
10 data tables10-phase job template5 automated notifications
13 hours agoEmailShipped
Fixed broken links in a home services contractor's automated lead and customer emails by disabling third-party click and open tracking, so every link now opens cleanly.
4 email sendersclick tracking disabledopen tracking disabled
2 weeks agoWebShipped
Updated a home services website's main contact number across every page, header, footer, buttons and structured data, then verified it live for both browsers and search crawlers.
11 files updated14 phone referencesverified livestructured data updated
2 weeks agoAutomationIn progress
Verified a recorded click-to-call setup for a home services contractor: a press-1 gate now guards every dial so a voicemail never connects to a lead, plus an admin setup check that places no call.
press-1 dial gateadmin setup checkcall logging + recording
2 weeks agoAutomationShipped
Built a recorded click-to-call system for a home-services client — a call button on each lead, two-sided call recording, automatic call logging and a private recordings library.
recorded click-to-callsignature-validated webhooksauto call loggingprivate recording storage
2 weeks agoAutomationShipped
Added an extra recipient to the website lead-notification emails so every new form submission reaches the full team inbox set.
4 recipient inboxesform notifications
2 weeks agoAutomationShipped
Shipped an internal bid approval workflow: subcontractors submit bids, staff review with a default markup and owner-share split, then send a customer proposal for online approval or decline.
Sub bid review queueOwner-share splitCustomer portal approvalAutomated email alerts
2 weeks agoWebShipped
Added a resend invite button to a partner and customer portal so anyone who misses or loses their invite can get a new invite or set-password email in one click.
one-tap resendinvite + reset emailsrole-based permissions
2 weeks agoWebShipped
Shipped a subcontractor onboarding flow, per-job specs, and a customer portal for a general contractor.
Sub onboarding flowCustomer portalPer-job specsDocument uploads
2 weeks agoAutomationIn progress
Loaded two new concrete-placement jobs into a client's job-management dashboard and built draft proposals with line-item rates and an insurance line item.
2 jobs loaded2 draft proposalsline-item ratesinsurance line items
2 weeks agoAutomationShipped
Shipped an estimate and proposal builder for a home-services contractor — subcontractor line-item bids turn into branded customer proposals with automatic markup, gated by role-based access.
line-item bid builderbranded printable proposalsautomatic markuprole-based access
2 weeks agoWebShipped
Built a partner portal for a home-services contractor — role-based logins for partner companies and their subs, scoped lead views, and a job progress feed with photo uploads.
3 phases shippedrole-based access for partners and subsscoped lead viewsjob progress feed with photo uploads
2 weeks agoWebShipped
Shipped a repeat-job workflow in a lead-management app: add a second job for an existing client, auto-link the two related jobs, and view them together on one page.
repeat-job dialogrelated-jobs card2 jobs cross-linked in live test
2 weeks agoGBPShipped
Applied UTM source tagging to a Google Business Profile website link and verified it in the GBP editor, so Maps clicks are attributed separately from organic search.
1 GBP website link tagged3 UTM parameterseditor-verified
3 weeks agoAutomationShipped
Shipped an internal site-walk booking flow for a home-services contractor — branded confirmation email with an add-to-calendar link and .ics, auto-advancing the lead to booked.
booking flowbranded confirmation emailadd-to-calendar link + .icsauto lead status advance
3 weeks agoTrackingIn progress
Verified end-to-end lead-source attribution — Facebook and Google Maps referrals now tag correctly, confirmed by reading the records back from the database.
2 referral paths verifiedFacebook + Google Maps taggingDB read-back confirmed
3 weeks agoEmailShipped
Shipped a branded HTML lead-notification email — uppercase wordmark header, new-lead badge, tap-to-call and email CTAs, and a clean field table with a plain-text fallback.
branded HTML templatetap-to-call CTAplain-text fallback
3 weeks agoWebShipped
Rebuilt an internal leads dashboard for a home services company — added a confirmed delete action, a mobile-first responsive board, and age-based lead aging labels.
confirmed delete actionmobile accordion boardage labels (3d / 7d)responsive desktop table
3 weeks ago