Multi-Tenant Sales SaaS

Core Sales

One Platform for Field Sales in Solar, HVAC & Home Improvement

Core Sales is a multi-tenant SaaS platform for field and inside sales teams in solar, HVAC, and home improvement.

It replaced the client's Bubble.io app with a web admin dashboard, a sales-rep mobile app, a customer advocate app, and a shared API — taken from first commit to production in about two months.

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Project Overview

Core Sales is a multi-tenant SaaS platform we built for field and inside sales teams in solar, HVAC, and home improvement.

It replaced the client's Bubble.io app with a web admin dashboard, a sales-rep mobile app, a customer advocate app, and a shared API, all on one Postgres database.

We took it from first commit (July 2026) to a production system in about two months.

~2 Months

First Commit to Production

4 Products

One Shared Codebase

Solar, HVAC & Home Improvement

Industry

Web, iOS & Mobile

Platform

Client Challenges

The client had outgrown a no-code Bubble.io app that could not keep up with how their reps actually sell:

01

In-home visits run for hours, mostly offline — reps start a recording, pocket the tablet for two to three hours, and need every minute captured

02

Pricing and commissions were error-prone — discounts, finance offers, and commission rates were calculated by hand or in spreadsheets

03

Referrals were hard to track and pay fairly — rewards for customer advocates and reps needed a clear, auditable record

04

Each sales company needed its own setup of products, sale steps, teams, roles, and reports

Every company's setup was different, but all of them had to run on one platform.

Our Approach

We delivered four connected products that share one backend and one data model:

  1. Step 1

    Admin dashboard (web) — owners and managers handle customers, appointments, product catalog, pricing, commission plans, teams and roles, reports, and marketing automations

  2. Step 2

    Sales-rep app (iOS) — field reps run a guided in-home presentation with live quotes and finance offers, take-away sheets, visit recording, and offline sync

  3. Step 3

    Advocate app (mobile) — past customers submit referrals, follow their project's stages, and see earned rewards

  4. Step 4

    API and background workers — business rules, recording merge and transcription, AI reports, email campaigns, and scheduled jobs

Team Image

On top of the core sales flow, the platform adds AI-written visit reports and a report chat, email campaigns with suppression lists, push notifications, and staff tools such as audit logs and safe account impersonation.

Key Features Delivered

Recordings That Survive Anything

  • Microphone stays open for 2–3 hours in the background
  • Gapless file swaps and resume after phone calls
  • Files cut off by a crash or dead battery still play
  • Audio leaves the tablet only after the server confirms a full upload
  • Server-side merge, transcription, and honest coverage per visit

One Tested Pricing Engine

  • Pricing, finance, and discount rules in one shared package
  • Used by both the API and the dashboard
  • Test suite gates every build, so a pricing bug cannot ship

Fair, Simple Commissions

  • Commission rate set by how deep the discount went
  • Deepest-discounted product sets one rate for the whole job

Referral Ledger

  • Rewards reconciled against the current state of each job
  • Priced at the time of the sale
  • Automatic clawback if a job falls through
  • One shared ledger for advocates and reps

Secure Multi-Tenancy

  • Row-level security on 53 tables
  • Company data isolated in the database, not only in app code
  • Recordings reachable only through short-lived API links

AI Visit Reports

  • Deepgram transcription of every visit
  • AI-written visit reports
  • Report chat powered by OpenAI

Marketing & Notifications

  • Marketing automations
  • Email campaigns with suppression lists
  • Push notifications

Staff & Support Tools

  • Audit logs
  • Safe account impersonation for support
  • Per-company teams, roles, and reports

Technology Stack

Web Dashboard

Next.js 15ReactTypeScriptVercel

Mobile Apps

React NativeExpo (EAS Builds)Native iOS Audio Module

API

Node.jsFastifyOpenAPI-generated Typed ClientRailway

Background Jobs

BullMQRedis

Database & Auth

Supabase (Postgres, Auth, Storage)Drizzle ORMRow-Level Security

AI

DeepgramOpenAI

Email & Push

ResendReact EmailExpo Push Notifications

Tooling

pnpmTurborepoZodGitHub Actions CI

Project Gallery

Explore the visual design and user interface of Core Sales, showcasing the admin dashboard, sales-rep app, and advocate app.

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Our Main Contributions

Product architecture

Backend and database design

Web dashboard

Mobile apps

Native recording module

AI and integrations

Security review and CI

Impact & Results

Replaced the Bubble.io app with one platform the client owns end to end

Four products delivered on one shared codebase and database

53-table data model with database-level tenant isolation and 67 migrations

Recording pipeline built for multi-hour, offline, backgrounded visits

Pricing and commission rules centralised in one tested engine

Sales-rep app in field testing with reps; web dashboard and API ship continuously

Core Sales gives the client one platform they own end to end — built from first commit to production in about two months, with the web dashboard and API shipping continuously and the sales-rep app in the hands of reps in the field.

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