Functional DemoBusiness Platform

Simple Crew Schedule Board

A drag-and-drop weekly scheduling board that sits on top of a home service company's CRM.

Crew Schedule Board marketing landing page with headline 'Schedule crews, organize jobs, and keep your team moving from one simple board' and Create Free Account and Sign In buttons.
Marketing landing page

What it solves

Home service companies keep jobs scattered across CRMs, spreadsheets, texts, and calendars, with no single visual way to see which jobs are ready, which crews are available, what is scheduled this week, and which crew has been notified or confirmed. The result is missed and double-booked jobs and constant manual coordination. The tool is not a CRM replacement; it is the scheduling command center that sits on top of the CRM.

Built for Office managers, dispatchers, production managers, and owner-operators at home service companies (roofing, HVAC, gutter, solar, siding, window).

Overview

Crew Schedule Board pulls jobs into an Unscheduled Jobs inbox from CRM webhooks, CSV import, or manual entry, then lets office staff drag each job onto a crew and a day on a weekly board. A job detail side panel handles editing, status changes, and crew assignment, and a messaging feature generates job messages to crews with confirmation tracking. A secondary calendar view and a settings area for service types, statuses, and message templates round out the product. Data is separated per company/account so multiple companies can be served from one instance.

What this demonstrates

Builds a persistent drag-and-drop scheduling grid with validation (blocking assignment to inactive crews, canceled jobs, or missing data) and optimistic UI with success/error toasts. Implements company-level data separation, cookie-based session auth (bcrypt hashing, signed JWT sessions), and a universal CRM intake layer (webhook plus CSV) rather than brittle per-CRM integrations. Zod schemas guard all writes.

What makes it different

Your CRM tracks the customer. We track the crew schedule.

  • Sits on top of the CRMA scheduling command center, not a CRM replacement.
  • Universal intake layerAny CRM can push jobs in via webhook, CSV, or Zapier.
  • Visual drag-and-drop schedulingAssign jobs to crews and days on a weekly board.
  • Built for non-technical office staffUnderstandable in under 30 seconds.
  • Track whether the crew confirmedEvery job carries a confirmation status.

Core capabilities · 11

  • CRM Import Layer

    Universal intake for manual entry, CSV, webhook, and Zapier-ready pushes from any CRM.

  • Unscheduled Jobs Inbox

    Landing area for incoming jobs with search and filters by type, date, and value.

  • Weekly Crew Schedule Board

    Days as columns, active crews as rows, scheduled job cards in each cell.

  • Drag-and-Drop Scheduling

    Drag jobs across days and crews; scheduled date and assignment update automatically.

  • Crew Directory

    Store crews with trade type, service area, contact, and daily/weekly capacity.

  • Job Detail Side Panel

    View and edit job data, change status, open the CRM record, and take actions.

  • Crew Job Messaging

    Send templated job messages to crews via copy, email, or SMS-ready backend.

  • Confirmation Tracking

    Track Not Sent, Message Sent, Crew Confirmed, and Needs Follow-Up.

  • Calendar View

    Monthly and weekly views for owners and admins, filtered by crew, type, or status.

  • Smart Crew Suggestions

    Surfaces relevant crews first by service type, active status, area, and availability.

  • Settings

    Per-company service types, statuses, message templates, and webhook keys.

How it works

  1. Job enters from CRM, CSV, webhook, or manual entry
  2. Job lands in the Unscheduled Jobs inbox
  3. Review the job
  4. Drag it onto a crew and day
  5. Send a job message to the assigned crew
  6. Track crew confirmation status
  7. Move the job through statuses until completed

Key screens

  • Login
  • Dashboard
  • Crew Schedule Board
  • Unscheduled Jobs
  • Crew Directory
  • Calendar View
  • Job Detail Side Panel
  • Settings

Data model

  • Company
  • User
  • Job
  • Crew
  • CrewMessage

Screens · 9

Crew Schedule Board sign-in screen with prefilled demo email and password fields, a Sign in button, and a navy panel listing product features.
Sign-in page
Crew Schedule Board dashboard for Summit Home Services showing stat cards for unscheduled jobs, scheduled jobs, active crews, and awaiting confirmation, plus getting-started cards.
Dashboard
Weekly Schedule Board with an Unscheduled jobs sidebar of job cards and day columns Mon-Sat where roofing and gutter jobs are placed with Scheduled and Not Sent tags.
Weekly schedule board
Unscheduled Jobs page listing 10 job cards with customer name, service type, city, and dollar value, plus search, filters, Import CSV and New job buttons.
Unscheduled jobs list
Crew Directory of crew cards (Alpha Roofing, Bravo HVAC, and others) with trade, contact, phone, email, service area, capacity, and Active or Inactive status.
Crew directory
Calendar in month view for June 2026 with named jobs plotted on days and a color legend for unscheduled, scheduled, in progress, completed, and delayed.
Monthly calendar
Settings page with Company details, a CRM import webhook endpoint and key, default work-week day toggles, service and trade type lists, and a crew message template.
Company and intake settings
Team settings page with an invite form (email, role, crew) and a Members & invites list showing Owner, Manager, Dispatcher, and Staff roles, all Active.
Team members
Admin & branding settings with workspace logo upload, theme color swatches, dashboard metric toggles, and schedule availability working days and hours.
Admin and branding

How it is built

A full-stack Next.js application with server API routes backed by Prisma over SQLite in development (switchable to PostgreSQL for production). Sessions are signed cookies; jobs enter through a shared-key webhook, CSV upload, or manual forms, and the browser renders a three-zone layout with a weekly board built on a drag-and-drop library.

Classification

Industries
Home Services

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