Case study · Custom software
The whole business on one screen.
Elevate Heating & Cooling is a busy HVAC contractor, and their numbers lived scattered across a stack of tools nobody opened together. I built Crewboard: a private reporting portal that pulls jobs, estimates, sales KPIs, lead flow, and ad performance into one live dashboard the whole team runs on. It syncs itself every morning, so the numbers are already current before anyone logs in.
Disclaimer: every number in these screenshots has been falsified to protect our client's data. The layout, charts, and workflow are the real product.
Every channel, in one place
Leads come from everywhere: organic, Google Ads, Meta, Yelp, referrals. Crewboard pulls them together so it is obvious where the work is actually coming from, and what each channel is worth, without exporting a spreadsheet.
It updates itself before anyone asks
- One portal over many toolsJobs, estimates, sales, lead sources, and ad platforms are pulled into a single reporting portal instead of five separate logins.
- Syncs every morningThe data refreshes on its own overnight, so the dashboard is current the moment the team opens it.
- Built as an operations consoleDense, fast, and readable at a glance: the numbers that run the business, not a slideshow.
- Marketing and money togetherLead sources sit next to revenue and receivables, so spend decisions are made against real outcomes.
- Role-gated and privateIt is the team's own portal behind a login, built around how this business actually runs.
Want your numbers on one screen?
If your business runs on exports and guesswork, a portal like this pays for itself in clarity. Tell me where your numbers live today and I will put them on one screen.
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