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, but 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 a 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.

Architecture & Tech Stack

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

Key Features Delivered

• Display Task 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

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 that can be accessed across devices.
• Agile & DevOps Excellence: Rapid iteration and reliable releases.