Task Management SaaS Platform

By IBIL Solutions Team • 03-10-2025

Building a Scalable Task Management SaaS Platform for Home Service Professionals

Client: Fast-growing B2B SaaS Startup
Industry: Productivity & Collaboration Tools
Project Duration: 9 months
Team Size: 14 (Product Manager, Solution Architect, BA, Backend, Frontend Developers, DevOps, UX/UI Designers, QA Engineers)

Challenge

The client wanted to build a customer management and job management tool for home improvement contractors, with:

  • A focus on streamlining complex workflows like leads, jobs, schedules, finances, and communications.
  • Real-time scheduling and updates to manage contractors, teams, and customer appointments efficiently.
  • Accurate financial management with invoicing, transactions, and compliance tracking.
  • A scalable and flexible architecture to support both small contractors and growing enterprises.
  • Mobile accessibility for contractors working in the field.
  • Strong data security and privacy to protect sensitive customer and financial information.

Objectives

  • Build an MVP in 6 months.
  • Ensure scalability for enterprise clients.
  • Deliver cross-platform support (Web, iOS, Android).
  • Integrate AI-powered task suggestions.
  • Integrate Azure Map in platform.
  • Integrate Joyfill for form creations.
  • Integrate QuickBooks.

Approach

1. Product Discovery

  • Collaborated with Product Owner for requirement gathering.
  • Defined core features: task boards, timelines, Azure Map, analytics dashboard, Estimate Generation, Invoice Generation, Customer Approvals, Payment Gateway integration.

2. Architecture & Tech Stack

  • Frontend: React, Next.js
  • Backend: Node.js + Nest.js, PostgreSQL, Redis, Python
  • Infrastructure: Docker, Joyfill, AWS, Kafka, Elastic Search, Azure Maps, QuickBooks, Stripe, SES, S3 Bucket
  • AI Module: Python microservice using OpenAI API for task prediction

3. Agile Development

  • Bi-weekly sprints with continuous integration and delivery.
  • Early user testing with pilot teams to refine UX.

Key Features Delivered

  • Display tasks based on user and project in Dashboard.
  • Team Productivity Dashboard with KPIs and heatmaps.
  • Real-Time Collaboration with live updates and notifications.
  • Third-party Integrations: Stripe, QuickBooks, Joyfill, Azure Maps, and Amazon SES.

Results

  • Beta Launch completed in 9 months with 100% uptime.
  • 20+ users onboarded in the first 3 months.
  • 99% user satisfaction after Beta Launch.

Capabilities Demonstrated

  • End-to-End SaaS Development: From ideation to deployment.
  • Cloud-Native Architecture: Scalable, secure, and resilient.
  • AI Integration: Enhancing user experience with intelligent features.
  • Cross-Platform Accessibility: Responsive UI accessible across devices.