Service Operations System
Client
McCree Urban Contractors
Project Overview
Built a System-style operations system that centralized leads, jobs, scheduling, field staff, and invoicing — replacing spreadsheets, WhatsApp coordination, and disconnected tools for a home services company.
Key Results
+60%
Response Time
-80%
Missed Appointments
60+/mo
Admin Hours Saved
The Challenge
McCree Urban Contractors managed home maintenance and repair jobs using a mix of phone calls, WhatsApp chats, and spreadsheets, making it hard to track leads, assign jobs, and keep customers informed.
- ✗Leads and clients tracked in multiple spreadsheets with no unified history
- ✗Jobs assigned manually via calls and messaging with no central calendar
- ✗No real-time view of technician workloads, job status, or pending invoices
Our Solution
We developed a service operations System that became the central hub for leads, jobs, scheduling, field staff activity, and invoicing — giving management and coordinators a single place to run the entire operation.
- ✓Centralized client and job records with full history of visits, notes, and status
- ✓Scheduling and calendar views to assign jobs by location, priority, and technician availability
- ✓Integrated invoicing and payment status tracking for completed jobs
Technologies Used
Next.js
TypeScript
Nest.js
PostgreSQL
Redis
AWS
REST APIs
Webhooks
Project Timeline
Discovery & Requirements
Week 1Understanding how leads arrive, how jobs are assigned, and how technicians and invoices are currently managed.
Base CRM & Access Setup
Week 2First usable version with secure login, roles, client list, and job records available for daily use.
Scheduling & Calendar Release
Week 3Job scheduling views, technician assignment, and daily/weekly calendars deployed into production.
Field Operations & Invoicing
Week 4Status updates for jobs, visit tracking, and invoicing workflows integrated into the CRM.
Automations & Reporting
Week 5Automated reminders, follow-ups, and operational reports for management added on top of real usage.
Refinements & Continuous Support
Week 6UX improvements, new filters and views, and transition into ongoing support and incremental enhancements.
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