Roofing Operations Management Platform

Platform

Web App

Duration

5 months, ongoing

Industry

Construction Tech, PropTech, Real Estate

Challenges

A roofing company sought a software development partner to create a customer portal that would streamline communication with its customers, improving both customer service and overall satisfaction.

Project Roadmap

01
02

01Product Design and MVP Development

In the initial phase, our team developed a Minimum Viable Product (MVP) for a roofing company. We implemented core features such as user authentication, loyalty programs, SMS and email sending, etc. We ensured a responsive user interface and conducted thorough initial testing that met the client's immediate needs.

02Maintenance

Ongoing support and updates to ensure the platform remains aligned with a client evolving needs and integrates smoothly with existing ecosystem.

UX Process

Our team drove the project with a rigorous UX design process that prioritized business-product objectives. This involved conducting defining and prioritizing business objectives, designing user flows, and creating wireframes and prototypes to guide development.

UI Process

Our skilled designer collaborated with the customer and users to craft a UI that made the feature-rich platform intuitive and accessible, with all functions just a few clicks away.

Main Features

01
User Authentication:

Streamlined sign-in process using credentials and OTP verification, ensuring secure access to the platform. Includes the ability to sign out seamlessly.

02
Project Management:

Comprehensive tracking of projects across Active, Negotiation, and Completed stages. Detailed insights into project progress, enabling transparency and informed decision-making for users managing multiple properties.

03
Loyalty Program:

Integrated loyalty system with a detailed ledger, mailing address management, and advanced filtering options to enhance client engagement and rewards tracking.

04
Referral System:

Simplified process to submit or resubmit referrals, encouraging user-driven business growth.

05
Special Offers:

Dedicated section for promoting and managing exclusive offers for clients, driving engagement and customer retention.

06
SMS Sending:

Enables direct delivery of updates or promotional content to clients’ mobile devices.

07
Email Sending:

Supports personalized and bulk communication to maintain consistent client engagement.

Result

We successfully designed the Customer Portal that seamlessly works with the client’s CRM (SugarCRM). This solution provides a personalized experience for a roofing company’s customers while incorporating a built-in referral program.

The new system has significantly reduced the effort required by the client’s team to maintain an exceptional customer experience. The software is not only streamlining operations but also improving customer satisfaction, which has led to more positive online reviews and higher customer engagement.

Technology

Node

Node

NestJS

NestJS

Typeorm

Typeorm

PostgreSQL

PostgreSQL

React

React

MUI

MUI

MobX

MobX

Google Maps API

Google Maps API

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