CASE STUDY / CONTRACTOR SOFTWARE

From first request to paid, completed work.

Canyon Ops is a secure operations platform for a fictional Utah HVAC contractor. It demonstrates the complete system behind a service business: qualification, proposals, deposits, dispatch, mobile field execution, customer sign-off, and audit-ready records.

Explore the safe demo

REQUEST

Lead→Proposal→Deposit→Field work→Paid

The operational problem

One reliable record for the whole customer cycle.

Small service teams often coordinate across form alerts, inboxes, calendars, photo threads, and payment tools. Those gaps create duplicate entry, missed follow-ups, and unclear ownership. Canyon Ops turns every handoff into a durable record with guarded transitions and a clear next action.

One connected service cycle

A request becomes a lead, proposal, signed estimate, deposit, dispatched job, field report, and receipt without re-entering information.

Role-aware field access

Invitation-only owner, dispatcher, sales, and technician views keep customer data and job actions limited to the people who need them.

Durable operational history

Tenant-scoped PostgreSQL records, private photo storage, delivery attempts, signatures, payments, and audit events form a usable system of record.

Canyon Ops dashboard showing fictional pipeline and schedule data — Operational dashboard · fictional demonstration data

Fictional Canyon Ops lead detail and activity history — Lead qualification · fictional demonstration data

Fictional customer estimate built in Canyon Ops — Estimate workspace · fictional demonstration data

Fictional customer-facing Canyon Ops proposal — Customer proposal · fictional demonstration data

Fictional Canyon Ops job detail — Dispatch and job record · fictional demonstration data

Mobile technician view with fictional job data — Mobile field workflow · fictional demonstration data

ENGINEERING

Production-minded boundaries.

Passwordless authentication, expiring invitations, organization membership, and server-side role enforcement
Signed proposal links with customer acceptance, typed signatures, and explicit no-charge demo payments
Mobile technician milestones, private before/after photos, customer sign-off, and delivery history
Tenant-scoped PostgreSQL queries, input validation, rate limits, idempotency, and audit events
The public demo is an immutable, read-only snapshot: no email, SMS, uploads, charges, or external API calls