ExteriorOpsHQ
Project Execution Platform for Exterior Contractors
The Challenge
Exterior contractors (roofing, siding, windows, gutters) needed a purpose-built operations platform. Existing CRMs focused on sales and marketing, not project execution. They required end-to-end job management from lead intake through completion, with trade-specific workflows, estimates, invoicing, scheduling, and a client portal.
The Solution
Built a comprehensive project execution platform with multi-tenant architecture, role-based access (admin, manager, office, sales, crew), trade-specific project pipelines, dynamic estimates with PDF generation, invoicing with payment tracking, crew scheduling, photo management, activity logging, and a token-based client portal for customers to view project status and approve estimates.
Key Features Implemented
Trade-Specific Pipelines
Customizable stages per trade type (roofing, siding, windows, gutters) with job types and priorities
Estimates & Proposals
Dynamic line items, tax/discount calculations, PDF export, email delivery, customer approval workflow
Invoicing & Payments
Invoice generation from estimates, payment tracking, auto-numbering, due date management
Crew Scheduling
Calendar views, event types (inspection, estimate, work, follow-up), crew and user assignments
Client Portal
Token-based access for customers to view project status, photos, estimates, and approve proposals
Photo Management
Categorized uploads (before/after/damage/progress), thumbnails, full-screen gallery viewer
Activity Logging
Comprehensive audit trail tracking all changes with before/after values and metadata
Role-Based Access
Admin, Manager, Office, Sales, and Crew roles with appropriate permissions and dashboards
Technical Highlights
- ▸ Multi-tenant architecture with organization-scoped data and row-level security
- ▸ ChromicPDF for branded estimate and invoice PDF generation
- ▸ Cloudflare R2 storage with automatic image optimization and thumbnails
- ▸ Mapbox integration for address autocomplete on properties
- ▸ Stripe integration for subscription billing and webhook handling
- ▸ Magic link passwordless authentication with token-based client portal
- ▸ Oban background workers for async processing and notifications
- ▸ Trade-specific detail schemas (roofing, siding, window, gutter measurements)
Results & Impact
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