System concept visualization
HVAC companies rely on a patchwork of disconnected tools - spreadsheets for jobs, separate software for estimates, manual invoicing, no scheduling system, and a website that generates zero leads. The result is missed follow-ups, slow billing cycles, poor customer visibility, and an operation that breaks down as volume grows.
A single purpose-built platform that replaces every disconnected tool - CRM, estimating software, invoicing, scheduling, payroll tracking, AI assistant, and marketing website - all designed specifically for how an HVAC and plumbing service business actually runs.
Architected and built the entire platform from scratch: job management system, estimate and invoice engines, scheduling and payroll modules, AI integrations, public-facing marketing website, and all backend infrastructure including PDF generation, email delivery, public document portals, and automated workflow triggers.
A comprehensive 14-module platform including: a Kanban-style Job Management Dashboard with real-time search and revenue stats; full Job Profiles with tabbed sections for customer info, financials, estimates, invoices, files, payroll, and AI tools; a professional Estimate Builder with AI scope writing, PO scanning, digital signature capture, and shareable client portals; an Invoice Manager with partial payment tracking, SwipeSimple integration, net terms, and status pipelines; a color-coded Scheduling Calendar by technician; a Financial Dashboard with Recharts revenue analysis and per-tech commission tracking; AI-powered tools including a Daily Briefing, Job Assistant, Global Assistant bubble, and automated post-approval/post-payment suggestions; a Services & Pricing Config for HVAC and plumbing catalogs; Equipment and PO tracking per job; a Payroll Module supporting hourly, flat-rate, commission, and bonus structures; an in-app Notification System; a full Activity Log audit trail; a Document Library; and a built-in SEO-optimized marketing website with service pages, city-level location pages, lead capture forms that write directly to the database, Google review integration, JSON-LD structured data, and a mobile-optimized sticky CTA bar.
Platform architecture, full-stack development, job lifecycle systems, estimate and invoice engine design, AI systems integration, scheduling and payroll modules, PDF generation, Gmail integration, public document portals, soft-delete with trash recovery, role-based access control, local SEO, AEO content strategy, structured data, conversion copywriting, customer journey mapping, workflow automation.
A single platform that captures leads from search, converts them with a professional digital experience, manages every job from intake to payment, handles scheduling and payroll, and runs AI assistance throughout - replacing an entire software stack with one system purpose-built for the business.
I can design and build complex, multi-module service business platforms from the ground up - connecting operations, sales, finance, AI, and marketing into one cohesive system that actually reflects how the business runs.