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Custom Development Case Study

Home Services Operations Dashboard

A custom operations platform for a US home-services company that brings leads, booking, appointments, sales and revenue into one dashboard, with customer portal logic and API-connected workflows.

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Confidential US client · Home servicesDashboard and portal build
Home Services Operations Dashboard project preview
Daily workload, ownership and appointments in one operations view. Client details changed for confidentiality. Open full-size screenshot

Project scope at a glance

Dashboard

Team workload

Portal

Customer logic

API

Connected workflows

The Challenge

What needed to be cleaned up

Leads, bookings, appointments and sales were tracked across separate tools, so it was hard to see who owned each job, what needed scheduling and where follow-up was overdue.

Outcomes & Impact

  • One view of daily workload and ownership
  • Scheduling gaps and overdue follow-ups easy to spot
  • Connected data across the operations stack

Our Solution

What IllusionX Media built

  • Built an operations dashboard showing today's appointments, near-term work, unassigned leads, scheduling gaps and open follow-ups.
  • Added lead review, booking, appointment, sales and revenue views for the team's daily work.
  • Connected data across operations tools through API-aware workflows and supported customer portal logic.
  • Documented the structure so the team could keep using and supporting the system.

IXM project summary

The dashboard turned scattered service activity into something the team could see, assign and follow through.

Tech Stack

Tools and systems involved

Custom DashboardCustomer PortalAPIsCall TrackingCRM IntegrationInternal Tools

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