Case study CRM and operations system Sacramento, USA 2021–2023

CRM system for a construction company

An operations system for a flooring contractor: crew calendar, projects, invoices, estimates and change orders with the client’s signature. Built turnkey — from planning and design to front-end and back-end.

Client: Flooring contractor (under NDA)
Industry: Construction contracting, flooring installation
Location: Sacramento, USA
Timeline: December 2021 — August 2023
What we did: Planning, UX/UI design, front-end, back-end, launch

Try the system yourself

This is the real CRM interface with demo data. Drag a project to another day in the calendar, create a new one with “Add”, open a project card or an invoice. Changes are saved while the tab is open.

crm.demo-flooring.com

Open the demo

Wheel or trackpad — scroll inside the windowCalendar — drag projects between daysCompanies, people and amounts in the demo are fictional

One system instead of spreadsheets, chats and paper timesheets — from order to payment

The client installs floors in new homes built by major developers in Sacramento, California. Orders came in from contractors by email, crews were put together by phone, and invoices and timesheets lived in Excel. We designed and built a CRM that shows the whole life of a project in one place — from request to payment.

01Crew calendarProjects drag between days and hours, and you can see at a glance who is free
02A project from request to paymentStatuses, tasks, files, a chat for each job site and an activity log
03Invoices, estimates and change ordersThe client gets the document as a link and signs it online
04Roles and accessAdmin, manager, foreman and installer each see only what concerns them

Planning: Processes, user flows, data structure
Design: Interface UX/UI and design system
Front-end: Nuxt (Vue), drag-and-drop calendar
Back-end: Laravel, API, roles, notifications, chat