Post-install inspectionCedar House · 3-hour appointment
03 — How the business runs.
Build around the real operation.
Purpose-built software, integrations, automation, and operational infrastructure connecting sales, estimating, delivery, field work, customers, vendors, and management.
The problem
How the business runs.
Important work lives across spreadsheets, inboxes, workarounds, and disconnected subscriptions. People spend too much time moving information and too little time using it.
What changes
A system people can feel working.
- 01
One legible operating model
- 02
Fewer manual handoffs and duplicate entries
- 03
The right information at the point of work
- 04
Clearer reporting and accountability
What it can include
Built around the actual need.
A system is not a fixed package. The scope follows the problem, the people involved, and what should remain in place.
- Custom CRM, ERP, and project management
- Estimating, scheduling, and field operations
- Customer, employee, and vendor portals
- Forms, documents, approvals, and intake
- Dashboards and business intelligence
- APIs, integrations, automation, and useful AI workflows
Inside the software
Real workflows.
Made tangible.
Explore three ways custom software can support a service business, from the first conversation to the work on the calendar.
Interactive concepts with fictional data. Save a reviewed Cedar House estimate to carry its price and scope into CRM and scheduling. Changes stay in this page and reset on refresh.
Every relationship. A clear next step.
See the pipeline, open a customer record, and move an opportunity forward without losing the context.
Try it: select a deal, then advance its stage.
Customer relationships
Opportunity pipeline
Open pipeline$45,962.50
Active opportunities06
Won value$19,800
8 opportunities across all stagesOwner: Jordan Ellis · Sample pipeline
Browse 8 opportunities · board or list
New inquiry
2Scoping
2Proposal
2Won
2Selected customer · Website inquiry
Cedar House
Replace 18 fixtures. Work around occupied offices; confirm access before installation.
Initial estimate: $6,562.50 before tax.
Next action
Review fixture options with the facilities team.
Activity · Cedar House
Contact added: Morgan Lee.Sample activity
Opportunity received via website inquiry.Sample activity
Select any opportunity to see its customer notes and next action.
Know what goes into the number.
Review an AI-assisted scope, build the cost breakdown, and turn the approved estimate into a customer proposal.
Try it: ask the scope assistant to review the brief.
Commercial interiors · Revision 01
Lighting upgrade
Cedar House · Prepared by Jordan Ellis · Draft estimate
✓ Project brief02 Scope & pricing03 Internal review04 Customer proposal
Materials$2,610From the demo cost library
Labor$2,04024 planned hours
Gross margin20.0%After the contingency allowance
Proposal value$6,562.50Before tax · not yet issued
Uses sample rules, not a live AI model
Estimate line items 3
Editable cost breakdown| Description | Qty | Unit cost | Amount | Remove |
|---|---|---|---|---|
| Commercial LED fixturesMaterials · each | $2,610 | |||
| Fixture installationLabor · hours | $2,040 | |||
| Site protection & cleanupOther · allowance | $350 |
Estimate activity
Draft created from the commercial lighting template.
Draft workspace. Changes are local and no proposal is sent.
The right crew. In the right place.
Give the team one view of the work ahead, with assignment rules that catch a double booking before it happens.
Try it: move a job to a different day or crew.
Field operations · September 2026
Crew schedule
A
Crew AAlex + Morgan · Installation
12/ 30h18 hours available in the sample week
B
Crew BTaylor + Casey · Service
12/ 30h18 hours available in the sample week
Mon 14
2 jobsTue 15
2 jobsWed 16
1 jobsThu 17
2 jobsFri 18
1 jobsReady to schedule
Unassigned work 2
Find an open slot after preceding work is complete. These sample appointments each occupy one three-hour crew slot.
Finish selectionsRiverbend Studio · 3-hour appointment
Sample week: September 14–18, 2026. Select a job to adjust its assignment.
Illustrative interfaces by Atlas-Beren. Your workflows, fields, and rules would shape the real system.
Where it starts
The team runs the business from a spreadsheet maze.
Map the real workflow, keep what still works, and build the missing operating layer between it.
Sales and delivery lose context at the handoff.
Carry customer, scope, schedule, document, and decision history through one connected process.
Management cannot see the operation clearly.
Create reliable data paths and dashboards around the decisions people actually make.
Engagement
Understand first. Build deliberately.
Map the work
Observe the real rules, roles, handoffs, exceptions, and unofficial fixes.
Define the system
Shape the data, permissions, interfaces, integrations, and safe transition plan.
Build in useful increments
Put working pieces in front of the people who will use them before decisions harden.
Deploy + improve
Move deliberately, train the team, and refine the system as the operation changes.
Capability detail
The work inside Operations System.
Custom software
Purpose-built platforms shaped around the way your operation actually works.
Explore the capability↗Connected by design
The Operations System receives cleaner demand from the foundation and growth work, then returns business results that become better proof, content, and market insight.
Relevant insight
Read the practical details.
Custom CRM versus off-the-shelf software
The right answer depends less on feature count and more on how much of the business must bend around the software. Start with the workflow, the exceptions, and the cost of compromise.
Next step
Start with the problem creating the most friction.
You do not need all three systems. Bring the part of the business that needs to work better, and we will define the first useful scope.
Start a project↗