WeBuildU CRM
Our own field-service CRM, running garage door businesses across the US
- Client
- In-house product
- Location
- Used across the US
(01)Overview
A CRM our team designed and built in-house: one system for leads, scheduling, technicians, jobs, calls, messages and reporting, used by garage door businesses operating across dozens of US cities and several time zones.
(02)The challenge
Jobs come in from many cities at once, each with its own technicians, time zone and phone numbers. Dispatchers need to see who is where, which jobs are stuck, and how every technician and area is performing — without juggling spreadsheets, calendars and separate phone apps.
(03)Our approach
We modelled the business the way dispatchers actually think about it: jobs moving through clear statuses, technicians on a shared calendar, and service areas defined by real zip codes on a map. Every screen answers one operational question at a glance.
(—)Inside the product
(04)The solution
What we designed.
Live performance dashboard
Per-technician and per-area charts of jobs by status and revenue, job statistics by day, week or month, and totals for sales, profit and parts.
Multi-time-zone scheduling
Day, week and month calendars filterable by technician, job type, status and service area — with each job shown in its own local time zone.
Job pipeline & tagging
Submitted, in progress, pending, estimate and done tabs with counts, colour tags, notes, overdue timers, CSV export and configurable columns.
Map-drawn service areas
Draw polygons on Google Maps to extract zip codes automatically; time zones are set from the zip, and phone numbers are assigned per area.
(05)Highlights
1 system
Leads, jobs, scheduling, calls, messaging & reports
Multi-TZ
Jobs scheduled in each city's own time zone
Zip-level
Service areas drawn on the map, zip codes extracted
Next project
LoomLedger
Production & payroll software for powerloom units
Let's build something bhari
चला, काहीतरी भारी बनवूया!
Tell us about your business over a call, a WhatsApp or a cup of chai in Ichalkaranji. We reply within 24 hours — usually much sooner.