Outdoor Services CRM

AATOS was managing 100+ accounts across multiple service areas with paper schedules, scattered text messages, and a shared Google Sheet. They were missing roughly 40% of follow-ups, had no route planning between job sites, and spent 30+ minutes manually creating each PDF invoice. Seasonal demand spikes meant leads piled up faster than the team could process them.

• Managing 100+ accounts across multiple service areas
• Missing 40% of follow-ups due to scattered communication
• Paper-based scheduling with no route optimization
• 30+ minutes to manually create each PDF invoice

We built a custom CRM with React and Django that centralizes lead intake, automates follow-up reminders, and provides real-time pipeline dashboards. The system includes job tracking with status workflows, route optimization that clusters nearby jobs together, one-click PDF invoicing, and weather-based scheduling that automatically reschedules outdoor jobs when conditions are poor.

• Custom CRM with job tracking and status workflows
• Route optimization that clusters nearby jobs to cut drive time
• One-click PDF invoice generation
• Weather-based scheduling that auto-reschedules when conditions are poor

• Went from missing 40% of follow-ups to capturing every single one
• Route optimization saved 8 hours per week of drive time
• PDF invoices generated in seconds instead of 30 minutes each
• Seasonal scaling handled without hiring additional office staff