Operations Platform

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.

Role

Design & full-stack build

Stack

Next.js · Mobile-first

Timeline

2026

Overview

One system, three jobs

Home Hero's CRM is built for property-service companies running complex workflows across multiple teams. It closes the gap between customer management, job scheduling, field operations and financial reporting in one integrated system.

It serves three distinct users: office staff handling quotes and scheduling, field engineers with mobile-first access to jobs and photo capture, and management with live visibility into revenue, payouts and customer relationships.

At a glance

UsersOffice · Field · Management

PlatformsWeb app + mobile

SurfacesDashboard · Portal · Quotes · Billing

FocusQuote-to-cash automation

Capabilities

Key features

Quote & job scheduling

Create estimates, convert them to jobs, and schedule across team calendars with automatic engineer assignment.

Mobile-first engineer workflow

Real-time job details, on-site photo and video capture, and job completion signed off from the field.

Customer portal

Self-service job requests, invoice tracking, payment history and full service-history visibility.

Billing & payouts

Automatic invoice generation on completion, payment reconciliation, and engineer payout calculation.

Accounting integration

Clean invoice export and financial-record sync with the tools the back office already runs on.

Real-time analytics

Revenue dashboards, engineer-productivity metrics, and customer lifetime-value tracking.

Impact

Impact & outcomes

→Cuts the quote → job → invoice cycle from days down to hours

→Eliminates manual payout calculation and reconciliation

→Real-time visibility into engineer utilisation and completion rates

→Transparent job tracking and self-service portals lift customer experience

→Centralises historical data for smarter pricing and capacity planning

Ready to build something similar?

Whether you need a complete rebuild of your operations or targeted improvements to specific workflows, the approach used here adapts to your business.

Start a project