Home Hero's CRM
A full-stack SaaS platform for managing property service operations, from customer quotes and job scheduling through invoice generation and engineer payouts.
Overview
Home Hero's CRM is a comprehensive platform designed for property service companies managing complex workflows across multiple teams. It bridges the gap between customer management, job scheduling, field operations, and financial reporting in a single integrated system.
The platform serves three distinct user personas: customer service teams handling quotes and scheduling, field engineers with mobile-first access to job details and photo capture, and management with visibility into revenue, payouts, and customer relationships.
Key Features
- Quote Management & Job Scheduling: Create estimates, convert to jobs, and schedule across team calendars with automatic engineer assignment
- Mobile-First Engineer Workflow: Real-time job details, photo/video capture on-site, job completion and invoice approval from the field
- Customer Portal: Self-service job request submission, invoice tracking, payment history, and service history visibility
- Billing & Payouts: Automatic invoice generation from job completion, payment reconciliation, and engineer payout calculation based on completed work
- Accounting Integration: Seamless invoice export and financial record synchronization with accounting systems
- Real-Time Analytics: Revenue dashboards, engineer productivity metrics, and customer lifetime value tracking
Technical Architecture
Frontend
- Next.js 16 with App Router
- React 19 with TypeScript
- Tailwind CSS for responsive design
- Zustand for state management
- React Query for server state
Backend
- Next.js API routes
- Prisma ORM for database abstraction
- SQLite for data persistence
- NextAuth.js for authentication
Infrastructure & Integrations
- Cloud deployment (AWS/Azure)
- Resend for transactional email
- PDF generation for invoices and reports
- File storage for job photos and documents
Impact & Outcomes
Home Hero's CRM addresses the pain points common in property service businesses operating at scale:
- Reduces quote-to-job-to-invoice cycle time from days to hours
- Eliminates manual payout calculation and reconciliation
- Provides real-time visibility into engineer utilization and job completion rates
- Improves customer experience through transparent job tracking and self-service portals
- Centralizes historical data for strategic pricing and capacity planning