Custom SaaS Application
A bespoke application designed around a specific business workflow.
This is a concept project: an illustrative design showing how we would approach this problem. It is not a client case study, and the interface shown uses placeholder data.
The problem
A business runs a specialised process — such as managing service jobs from quote to invoice — across spreadsheets, messages and generic tools that don't fit.
Our approach
A purpose-built web application models the workflow end to end: customers, jobs, scheduling, documents and billing, with roles for staff and a portal for customers.
Workflow
How it works, step by step
- 01
Quote
Create quotes from templates and send them for approval.
- 02
Schedule
Approved jobs are scheduled and assigned to staff.
- 03
Deliver
Staff update progress, notes and photos from any device.
- 04
Invoice
Completed jobs generate invoices and payment links.
- 05
Report
Owners see utilisation, revenue and outstanding work.
Architecture
System overview
Frontend
- Staff app
- Customer portal
- Admin panel
Backend
- API
- Auth & roles
- Background jobs
Services
- Database
- Payments
- Email & storage
Key features
- Role-based access for staff, managers and customers
- Quote-to-invoice workflow
- Scheduling and assignment
- Customer self-service portal
- Payments integration
What we'd measure
The metrics we'd agree with you up front to judge success.
- →Time from quote to invoice
- →Jobs per staff member
- →Outstanding payments
Want something like this for your business?
We'll adapt the approach to your workflow, tools and budget.