CASE STUDIES

REAL SYSTEMS. REAL BUSINESSES.

Every project below is deployed, in build, or opened a door. For each one: what was broken, how it got that way, what I built, and what it saved.

FULL INTERNAL CRM · IN BUILD01 / 05

EPC GAS SPECIALIST

From WhatsApp threads to one system that runs the office.

NEXT.JS · SUPABASE · TAILWIND · VERCEL · RESEND

THE PROBLEM

A Luton compliance company covering EPCs, gas safety, EICRs, boiler installs and fire risk assessments. Every job lived on WhatsApp. Photos arrived on WhatsApp and Gmail with nowhere central to store them. Two people spent their time producing invoices. Certificate renewals were tracked by memory, or not at all.

It happened the way it always happens: the business grew job by job, and every new job added another thread instead of another system.

THE FIX, AND HOW WE WORKED

We started with a discovery call and mapped how a job actually moves through their business, from the first enquiry to the certificate landing in the client's inbox. Then I built the CRM around that exact flow, not the other way round.

Two roles in one app: engineers log jobs and photos from site on their phones; the office runs the pipeline, invoices and certificates from one screen. We review progress together as each module lands, and every step gets tested with real jobs before they rely on it.

DELIVERABLES

  • Staff portal with two roles: office admin and field engineers
  • Jobs pipeline tracked from New through to Paid
  • Client profiles and property records
  • Engineer scheduling calendar
  • Invoices generated, sent and tracked automatically
  • Certificate generation: EPC, Gas Safety (CP12), EICR and PAT
  • Central storage for job photos and documents

WHAT IT SAVES

£6,000+/yrof invoicing admin wiped out. Two people used to do it by hand
10+ hrshanded back to the office every single week
60 secondsfor an engineer to log a job from site, photos included
REPORTING & ACCOUNTABILITY SYSTEM02 / 05

LARGE HOUSING ASSOCIATION

£235M of property, one accountability tracker.

REPORTING & ACCOUNTABILITY TOOLING

THE PROBLEM

Inside one of the UK's largest housing associations, refurbishments and rent collection ran across a £235M property portfolio. Dozens of schemes, each with its own spreadsheets, owners and reporting rhythm. No single view of who owned what, or what was slipping.

At that scale the problem isn't effort. It's visibility. Work stalls in the gaps between teams, and nobody sees it until the numbers land late.

THE FIX, AND HOW WE WORKED

I built an accountability tracker and reporting system that pulled the portfolio into one view: every scheme, every owner, every overdue action visible in one place.

Working inside the organisation, not as an outside consultant, meant the system matched how the teams actually reported. So it got used instead of ignored.

DELIVERABLES

  • Portfolio-wide accountability tracker
  • Reporting system across refurbishments and rent collection
  • Clear ownership: every action has a name and a date on it

WHAT IT SAVED

£235Mportfolio brought into a single reporting view
Fasterrefurbishment turnaround across schemes
Fasterrent collection, less money sitting uncollected
SPEC BUILD · IN CONVERSATION03 / 05

PROPERTY MAINTENANCE CONTRACTOR

A website built to win contracts, plus the AI tooling behind them.

WEBSITE · SPECIFICATION BUILDER · H&S AI BUILDER

THE PROBLEM

A family-run property maintenance contractor: 15+ years trading, 12 trades in-house, 2,000+ properties maintained, social housing framework contracts. And no website that reflected any of it.

It came about honestly: their work arrives through frameworks and reputation, so digital never made the priority list. But when a procurement team searches for you, what they find matters.

THE FIX, AND HOW WE WORKED

I built for the way this business actually wins work: procurement teams and framework tenders, not passing traffic. The website is engineered to win contracts, built around their trades, their compliance record and their delivery at scale.

Behind it sits the tooling their bids and site work run on: a specification builder for schedule-of-rates work, and a health & safety AI that writes RAMS documentation.

DELIVERABLES

  • Website engineered to win procurement contracts
  • Specification builder for schedule-of-rates work
  • Health & safety AI that produces RAMS documentation

WHAT IT OPENED

Cold → warma director-level conversation from one unsolicited spec build
3 toolswebsite, specification builder and H&S AI in one engagement
Hoursof bid and paperwork time the tooling gives back
WEBSITE + CRM · LIVE04 / 05

YOUR HOME SPECIALIST

A website that sells the job, and a CRM that chases it.

WEBSITE · CRM + FOLLOW-UP AUTOMATION

THE PROBLEM

An EPC and property compliance business covering Birmingham and the West Midlands. It needed a steady flow of landlord and agent clients, but the front end and the back end were both manual: nothing online to win the enquiry, then repeated admin to service it. The same emails, the same forms, the same chasing.

Manual onboarding doesn't fail loudly. It just eats hours every week and caps how many clients the business can take on.

THE FIX, AND HOW WE WORKED

Two halves of the same system. The website does the selling: accreditations and reviews up front, pricing stated plainly, built mobile-first so a landlord comparing quotes on their phone books rather than bounces.

Behind it, the CRM and automated follow-up. Enquiries get chased the moment they land, clients get onboarded without anyone touching a form, and every month the system gets measured and extended based on what the numbers say. That's the working model I prefer. The system is never 'done', it compounds.

DELIVERABLES

  • Website live at yourhomespecialist.co.uk
  • Mobile-first, built around accreditations, reviews and clear pricing
  • Online quote and booking flow feeding straight into the CRM
  • CRM with automated follow-up in production
  • Automated onboarding flow, end to end
  • Monthly measurement, maintenance and expansion

WHAT IT SAVES

Pays for itselfevery month in recovered admin time alone
Hours/weekof repeated onboarding admin removed
No capon how many clients the business can take on
WEBSITE · DELIVERED05 / 05

DAMP SPECIALIST

Brief to live website in days, not months.

WEBSITE BUILD

THE PROBLEM

A local damp-proofing service winning work on word of mouth, with no web presence to back it up. Every referral who Googled them found nothing.

For a local service business that's a silent leak: the recommendation happens, the search happens, the enquiry doesn't.

THE FIX, AND HOW WE WORKED

A fast, focused website build. No drawn-out agency process. Brief, build, review, live.

Built mobile-first, because that's where a referral searches: on the sofa, on the recommendation of a mate.

DELIVERABLES

  • Complete website, live at dampspecialist.org
  • Mobile-first, built to turn referrals into enquiries
  • Copy written to convert a recommendation into a booking

WHAT IT SAVED

Daysfrom brief to live, not an agency timeline
24/7the referrals that Google them now find them
Every referralnow lands somewhere that sells the business

YOUR BUSINESS COULD BE NEXT.

A 20-minute call, no pitch. An honest look at where your business is losing jobs and what a system would change first.

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