SAAS CASE STUDY
Vibras: A Construction CRM Built for Contractors and Homeowners
A complete breakdown of building a contractor web app, homeowner portal, and mobile apps (iOS + Android) powered by AI proposal comparison, Authorize.Net payments, and AWS automated notifications across every project 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
Automating lead outreach required instantly canceling queued communications from prior stages as soon as a prospect shifts phases, preventing contradictory or outdated messages.
Dual Appointment Scheduling
Architected a single booking foundation that unifies public, auth-free customer requests with internal admin scheduling, keeping status triggers and calendar data synchronized across both environments.
Prorated Recurring Billing
Structured mid-cycle team additions so partial-month usage is dynamically calculated and rolled into consolidated monthly invoices without billing errors.
Per-Member Permission System
Engineered a flexible access model that allows organization administrators to bypass standard role constraints and fine-tune individual employee permissions at a granular level.
AI Proposal Comparison
Deployed a parsing layer that normalizes varied, unstructured bid documents into a uniform, side-by-side evaluation matrix for non-technical homeowners.
Unified Task Synchronization
Created a centralized data service ensuring action items update simultaneously across navigation menus, client profiles, and kanban cards without duplicate records or UI drift.
WHAT WAS DELIVERED
A Production-Ready Construction CRM, Homeowner Portal, and Mobile App
Vibras shipped as a fully deployed, multi-platform ecosystem: contractor-facing native mobile apps on iOS and Android, paired with specialized web platforms for organization administrators and homeowners.
| VISION | DELIVERED | |
| Payments | Seamless collection from homeowners | Integrated Authorize.Net payment pipeline featuring AFDS fraud protection, ARB recurring billing, and per-day proration logic. |
| Homeowner Portal | Help with hiring and project management | Auth-free customer portal equipped with an AI proposal matrix and real-time step-by-step progress tracking. |
| Notifications | Automated system for every project stage | AWS SES + SNS stage-aware sequence engine with open-rate tracking and instant stage-change suppression. |
| Proposals | Customisable proposals like SumoQuote | Custom builder supporting background images, media line items, dynamic client metadata tags, and server-side PDF rendering. |
| Team & Billing | Control CRM access & field dispatch | Role-based permission controls paired with automated per-seat subscription management and invoice consolidation. |
| Reporting | Financial reports, closing rates per rep, overdue tasks, deposits vs due | Multi-layer analytics tracking platform revenue at the Super Admin level, individual rep close rates at the Org Admin level, and 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
Payment card details pass directly to Authorize.Net CIM for security compliance. Built-in fraud detection rules check transactions before approving payments.
AI Proposal Comparison
AI processes raw text and media files to extract key details like prices, materials, warranties, and schedules into structured data for easy side-by-side comparison.
AWS Notification Stack
Emails stream through Amazon SES with open tracking. Automated background triggers check system state and user flags before sending push notifications or text alerts.
Role & Permission System
User permissions are saved as compact numerical codes. The system checks these codes instantly to verify user access in under a millisecond.
QuickBooks Integration
QuickBooks Online syncs invoices back and forth automatically using secure connections, complete with automated error handling if reconnects are required.
Mobile App (Android & iOS)
iOS and Android apps share one React Native codebase. They work online or offline and handle notifications using the same backend connection as the web app.
PDF & Proposal Rendering
Proposals and invoices generate as PDF files directly on the server, automatically merging client details, pricing, and image links during creation.
QA & Testing Strategy
Every update undergoes automated performance checks and responsive design tests across mobile, tablet, and desktop screens before release.
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.
