Project Overview
A centralized operational hub unifying disconnected spreadsheets and third-party SaaS silos into an owned system of record for everyday team operations.
The Operational & Engineering Challenge
Manual handoffs and disconnected systems made everyday operations slower and difficult to improve. Field technicians, dispatchers, and project leads were managing critical workflow state across five different unintegrated tools and shared spreadsheets.
- Must support legacy database records without disrupting ongoing business operations.
- Role-based permissions (RBAC) required for dispatchers, technicians, and executive managers.
- Zero recurring per-seat SaaS license costs.
Engineering & Architecture Approach
A purpose-built operational platform integrating the tools, workflows, and data required by the team. We architected a responsive React/Next.js interface backed by a high-throughput PostgreSQL database and resilient webhook listeners that keep third-party systems in bidirectional sync.
Normalized relational database schema eliminating duplicate customer and order records.
WebSocket-driven dashboard providing live job status updates across all team members.
Clean API connectors syncing completed work orders directly into QuickBooks.
Granular permissions ensuring field staff see only relevant assignment data.
Key Engineering Decisions
Adopted standard TypeScript + PostgreSQL stack ensuring any internal developer can maintain the codebase.
Used optimistic UI updates on the frontend for instantaneous task dispatching without latency stalls.
Designed modular REST endpoints so new operational departments can be onboarded without refactoring core APIs.
Verified Outcomes
Eliminated dual-entry data errors between dispatch and accounting.
Centralized all active project status into a single real-time dashboard.
Company achieved 100% intellectual property ownership with zero ongoing seat license fees.
