SAAS CASE STUDY

Vibras: A Construction CRM Built for Contractors and Homeowners

How WebSpero designed, architected, and shipped a full-stack construction CRM (contractor web app, homeowner portal, and iOS + Android) with AI-powered proposal comparison, Authorize.Net payments, and AWS-driven automated notifications across every project lifecycle stage.

8+

MILESTONES DELIVERED
Discovery · Design · Build · QA

3

DASHBOARDS SHIPPED
Super Admin · Org Admin · Contractor

100%

CUSTOM BUILD
No off-the-shelf CRM

Dual

USER ECOSYSTEM
Contractors + Homeowners

Project Context

Client
Vibras

Niche
Construction · CRM · Project Mgmt

The Tech Stack

  • Node.js
  • React
  • GenAI
  • AWS (SES, SNS, Pinpoint, Lambda)
  • Authorize.Net

"Vibras is the gap between contractors and
homeowners. Striving to build transparency
and seamless communication."

This brief translated into three non-negotiable product pillars: a contractor-side CRM powerful enough to replace generic tools, a homeowner portal that makes proposals comparable, and an automation layer that removes manual follow-ups.

Founder, Vibras
Strategic Vision Lead

THE APP

Vibras

Vibras is a construction-focused CRM and project management platform. Each contractor runs their full business on one platform, while homeowners get their own branded portal to track, compare, and pay.

For Contractors

  • Full CRM with leads, sales pipeline & jobs pipeline
  • Customisable proposals with background images, line items & videos
  • Invoice creation, tracking & QuickBooks sync
  • Team management with role-based permissions
  • Automated email/SMS sequences for every pipeline stage
  • Task management across contacts, jobs & pipelines

For Homeowners

  • Unique customer portal with no login required
  • AI-powered side-by-side proposal comparison
  • Appointment request & scheduling flow
  • Real-time project progress tracking, step by step
  • Invoice viewing & payment (Authorize.Net)
  • Push notifications at every project stage

HOW WE BUILT IT

A Milestone-Driven, Founder-in-the-Loop Build Process

When Vibras’s founder first reached out, we didn’t start with a proposal template. We ran a structured intake to understand what a contractor business needs from a tool that has to serve both contractors and homeowners. Below is the sequence we ran.

01 DISCOVERY

Mapped the full dual-user ecosystem. Clarified ambiguities on auth, subscription plans, coupon logic, and integrations.

02 WIREFRAMING

Produced low-fidelity wireframes for all 8+ milestones: auth, org management, proposal templates,

pipelines, customer management, drips, tasks, and team management.

03 UI DESIGN

High-fidelity Figma designs across Dashboard, Mobile App, CRM pages, HomeOwner AI, PDF layouts.

Full responsive spec delivered.

04 FRONTEND DEV

React implementation of all screens: pipelines, calendar, proposals editor, invoice module.

Unit + regression + compatibility tested.

05 API DEVELOPMENT

Node.js REST APIs for every feature area: leads, jobs, appointments, tasks, sequences, invoices, and payments.

With full API test coverage.

06 BACKEND

Authorize.Net payment gateway with AFDS. AWS SES + Pinpoint for email/SMS. QuickBooks sync.

Recurring billing engine with proration logic.

07 MOBILE APP

Android & iOS builds with feature parity to the web CRM. Contractor-focused mobile flows.

Job scheduling, task management, client communication.

08 QA & SANITY

Functional, regression, responsive, and compatibility testing across all milestones.

Sanity testing round post-integration before client handoff.

WHAT WE BUILT

Two Platforms and a Mobile App Powered by One Shared Pipeline Engine

Vibras ships as three connected experiences: contractor web CRM, homeowner portal, and contractor mobile apps. Below is the product, screen by screen.

Authentication & Registration

The entry point to every contractor practice. Full registration flow capturing business name, industry, employee count, and referral source. Email verification sends the user to login after confirmation.

Three-Tier Dashboard System

Each user tier sees a different world. The Super Admin tracks all organisations. The Organisation Admin gets a live view of jobs in the next 1 to 90 days. The Contractor sees only their own calendar and tasks.

Sales Pipeline & Jobs Pipeline

Kanban-style dual pipeline: Sales Pipeline moves leads from Cold to Won/Lost. Jobs Pipeline tracks Project Accepted to Complete. Each stage change fires the configured email/SMS sequence automatically.

Fully Customisable Proposals

Proposal builder with background image selection, line item library, and per-job customer metadata stamped automatically. The homeowner receives a portal link to accept, reject, or compare proposals side-by-side.

Appointment Requests & Job Scheduling

Two scheduling paths: admin/salesperson-initiated and customer-initiated from the homeowner portal. Custom questions are admin-configurable. Job scheduling assigns crew, dates, and sends SMS confirmation.

Automated Sequences & Notification Engine

Admin-built sequences per lead stage with configurable sort order, email/SMS type, send timing, and per-notification active toggle. If a lead changes stage mid-sequence, all pending notifications for the old stage are discarded.

Task Management: Three Entry Points

Tasks are created from three separate surfaces: global nav, contact details page, and inside pipeline card detail views. All sync to the same underlying task record. Copy-from-template functionality lets team members clone tasks.

Team Management & Subscription Billing

CRM Admins add team members through a create form that triggers an Authorize.Net subscription payment. The system prorates the first charge. From the second month, costs consolidate into a single invoice.

Invoice Module & Payment Gateway

Invoices are created from completed jobs and include line items, deposits taken, and amount due. Authorize.Net handles one-time and recurring payments. Primary and secondary card management with auto-fallback email alerts.

Android & iOS Mobile App

Native mobile builds for contractors in the field. Feature parity with the web CRM on core flows: job calendar, task management, client communication, and invoice viewing. Push notifications via AWS Pinpoint.

THE CHALLENGES WE SOLVED

Engineering a Construction-Grade CRM With Zero Off-the-Shelf Shortcuts

Vibras is a business-critical tool. Contractors bill from it, homeowners pay through it. Six engineering problems shaped the build:

Stage-Aware Sequence Engine

A state machine that tracks sequence execution per lead and discards old notifications instantly on pipeline stage changes.

Dual Appointment Scheduling

Unified appointment model serving both the auth-free customer portal and internal CRM, sharing notification logic and lead-stage updates.

Prorated Recurring Billing

Custom Authorize.Net ARB logic calculates mid-month prorations for new team members and consolidates month-end invoices.

Per-Member Permission System

Permissions stored as a flat bitfield per user, allowing org admins to granularly override role defaults for any team member.

AI Proposal Comparison

GenAI extraction layer that pulls unstructured proposal data into a structured decision matrix for the homeowner portal.

Unified Task Synchronization

A single service layer managing tasks across global nav, contacts, and pipeline cards without duplicating state or cluttering views.

WHAT WAS DELIVERED

A Production-Ready Construction CRM, Homeowner Portal, and Mobile App

Piggy was delivered as a full platform: client apps on iOS and Android, an admin app for advisors on iOS and Android, and matching desktop web experiences for both. Every surface ships from the same React Native Web codebase, talks to the same Node.js and MongoDB backend, and deploys through AWS CDK.

VISION DELIVERED
Payments Seamless collection from homeowners Authorize.Net with AFDS, ARB recurring billing, and per-day proration
Homeowner Portal Help with hiring and project management Auth-free portal with AI proposal comparison and project tracking
Notifications Automated system for every project stage AWS SES + SNS stage-aware sequence engine with open-rate tracking
Proposals Customisable proposals like SumoQuote Background image builder, media line items, server-side PDF render
Team & Billing Control CRM access & field dispatch Role-based team management with prorated Authorize.Net billing
Reporting Financial reports, closing rates per rep, overdue tasks, deposits vs due Multi-layer reporting: Super Admin Stripe revenue; Org Admin per-rep close rates, exportable CSVs

WHAT TO EXPECT FROM US

Transparent Engineering and Predictable Delivery for Construction-Tech Products

If you are building a construction-tech, field service, or contractor-facing product and you are weighing agencies, here is what working with our team actually looks like, in plain language.

A plan before a proposal.

We start with a working session to understand what your product needs to do, who it serves, and where the hard parts are. You leave with a delivery plan, not a sales pitch.

A live demo every two weeks.

At the end of every sprint, you see the actual product: what’s built, what’s working, and what we’re still figuring out. You always know where your product stands. No month-long silences followed by a surprise reveal.

One team, all your platforms.

You get a single team handling iOS, Android, and web together. You don’t pay for three separate teams that don’t talk to each other, and you don’t end up with three slightly different apps that feel like different products.

Experience with the hard parts.

Contractor billing logic, payment gateways, role-based permissions, automated notification sequences. We’ve shipped these into production for real businesses. They’re not research projects for us, which means you skip a year of trial and error.

Quality that does not depend on one person.

Every change is tested automatically before it reaches you. Every release is reviewed by QA, by your team, and by us together. Nothing ships because one engineer said it was fine.

Security built in from day one.

Your contractors’ client data and payment records are encrypted, access-controlled, and audited from the first line of code. Protection is built in from day one, not a checklist at the end.

You own what we build.

At handover, you get the full product: the code, the documentation, the access keys, the operational guides. Your team can take it forward on their own, or keep us on, your choice, not a lock-in.

We tell you when the scope needs to grow.

When analysis reveals something not in the original spec, we flag it, explain the impact, and scope it as a change request. No hidden work.

TECHNICAL NOTES

The Architecture, Mobile App (Android & iOS), and Tooling Powering Vibras

Payment Architecture

Authorize.Net CIM stores tokenised card data PCI-DSS compliantly. AFDS rules run on every transaction. Recurring subscriptions use Authorize.Net ARB with a custom proration engine.

AI Proposal Comparison

GenAI layer extracts structured comparison data (price, materials, warranty, duration, company profile) from unstructured proposal content. Rendered as a decision matrix.

AWS Notification Stack

Email delivery via Amazon SES with tracking pixel. Sequences run on a scheduled Lambda trigger that evaluates stage, active flag, and sequence override before dispatching.

Role & Permission System

Four role tiers with default permission sets. Permissions stored as a flat bitfield per user, overridable at individual level. Middleware validates the bitfield on every endpoint.

QuickBooks Integration

OAuth 2.0 connection to QuickBooks Online. Invoice sync on creation and payment. Error handling for disconnected tokens with admin notification and re-auth prompt.

Mobile App (Android & iOS)

React Native codebase sharing business logic with the web frontend. Contractor-scoped feature set: calendar, tasks, jobs, invoices. Push notifications via AWS Pinpoint.

PDF & Proposal Rendering

Proposals render server-side to PDF using a templated layout engine. Background images, line items, and metadata are composed at render time. Email attaches PDF, portal streams inline.

QA & Testing Strategy

Milestone-level sanity testing gate after backend + frontend integration. Automated unit and functional tests on API endpoints. Responsive testing at 320px, 768px, 1024px, 1440px.

Building a construction-tech, field-service, or contractor-facing platform? Book a 30-minute call with our engineering lead. We’ll map your contractor and homeowner flows, flag the integration risks, and hand you a delivery plan.