jonas lim
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03 / BUBBLE.IO / BUSINESS SYSTEMS

USHS CRM

A customer relationship and operations platform connecting administrators, technicians, and sales teams.

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USHS CRM — Project pipeline

My contributions

  • Integrated Google API, Zapier automation, and Twilio.
  • Developed technician dispatching and separate views for administrators, technicians, and sales teams.
  • Built team hierarchies and a commission override system.
  • Designed drag-and-drop project and job Kanban boards.
  • Connected customer lists across the system and created project revenue overviews.
  • Added dynamic categories and job and project statuses.
  • Implemented role-based permissions and access restrictions.

Inside the project

01 / APP FEATURES

Projects and service

Stage-based columns, drag-and-drop updates, card and list views, dynamic tickets, and stage progression.

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USHS CRM — Project pipeline
Project pipeline
USHS CRM — Service tickets
Service tickets
02 / APP FEATURES

Dispatch

Installer assignments on an interactive timeline with visual status cues, filters, and flexible navigation.

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USHS CRM — Dispatch timeline
Dispatch timeline
03 / APP FEATURES

Accounting

Status-based invoice views, financial summaries, and sortable detail tables.

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USHS CRM — Accounting
Accounting
04 / APP FEATURES

Users

Role-based permissions and configurable notifications.

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USHS CRM — User permissions
User permissions
05 / APP FEATURES

Dispatch settings

Dispatch groups and city categories for installer assignment and scheduling.

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USHS CRM — Dispatch settings
Dispatch settings
06 / APP FEATURES

Pipeline configuration

Control stage sequence, color, and visibility in the pipeline.

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USHS CRM — Pipeline stages
Pipeline stages
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