Site & Stack Start a project
Start a project
All work

Studio projectA made-up business, with real screens we designed.

Birchline Heating & Air

The whole office for a heating company, from first call to paid invoice, in one system.

A full system like this
$18,000–$40,000
Takes
10–⁠16 weeks
Connects to
QuickBooks Online, Stripe, Gmail or Outlook
Studio project · Custom software
Birchline overview: website requests, crews on the road, invoices this week, calls booked, jobs done and a morning dispatch board

The problem.

Sound familiar?“The same job gets typed in three times.”

Birchline is a heating and cooling company we made up for this sample. Its problem is real and common: requests come in through the website, quotes live in one app, invoices in another and the books in a third. So the same job gets typed in three times, and things slip between them.

We designed one system for the whole office. A job is typed in once, at the first request, and every screen after that (the quote, the crew’s day, the invoice and the payment) uses the same details.

Tap through it.

6 screens, one customer. Pick a screen to see it here, or open it full size to read the details.

Studio project · Birchline Heating & Air
Birchline overview: website requests, crews on the road, invoices this week, calls booked, jobs done and a morning dispatch board
Overview. The day at a glance: new website requests to assign, all four crews on the road, this week’s invoices and the morning’s jobs. Open full size (opens in a new tab)
Studio project · Birchline Heating & Air
Birchline customer page: a full HVAC replacement for Harbor & Pine Apartments at the proposal stage, with contacts and activity
Customers. Harbor & Pine Apartments asked for a quote on the website. Their contacts, the $18,400 quote and every call so far sit on one page. Open full size (opens in a new tab)
Studio project · Birchline Heating & Air
Birchline dispatch board: crews scheduled across the day, a job detail panel, and new website requests
Dispatch. Four crews across the day. The Harbor & Pine heat pump install is in progress, and new website requests wait to be assigned. Open full size (opens in a new tab)
Studio project · Birchline Heating & Air
Birchline invoicing: an invoice list with statuses and a paid invoice preview
Invoices. Every invoice marked paid, due or overdue, with the selected one ready to send. Open full size (opens in a new tab)
Studio project · Birchline Heating & Air
Birchline customer payment page for invoice INV-1042 with line items, totals, and a card payment form
Payment page. What the customer sees when they open the invoice email: the lines and total for INV-1042, paid by card or bank transfer. Open full size (opens in a new tab)
Studio project · Birchline Heating & Air
Birchline money overview: revenue, expenses, a cash-flow chart, and recent transactions
Money. Money in and out, cash on hand and a six-month chart. For a real business, payments can go to QuickBooks Online instead. Open full size (opens in a new tab)

How we’d build it for you.

Most owners start with one part and add the rest once it’s working. After a short call, you get a fixed price in writing within 48 hours.

  1. First

    Customers, quotes and invoices, with invoices going to QuickBooks Online. Usually 6–⁠10 weeks.

  2. Next

    The dispatch board, so every crew’s day comes from the same jobs.

  3. Then

    The payment page and the money view, once the first parts are working.

What you get at the end