WebsiteBooking
The inquiry starts the record
Sam’s service request carries into booking. The customer does not start again on another form.
- Sam · customer
- Home visit · request
01 · SMALL BUSINESS APPS
One experience. In your brand.
You run the business. We handle the technology around it.
Your website, booking, messages and portal should feel like one business. We build that experience around the systems you use, adding or replacing only what the work calls for.
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yourbiz.site-builder.appyourbusiness.comSite BuilderYYour BusinessPowered by Site Builderyour domain, your look
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book.booking-tool.app/yourbizyourbusiness.com/bookBooking ToolYYour BusinessPick a timePowered by Booking Tool · Log inyour link · no password
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txt-blaster.link/r/8f2kyourbusiness.com/visitText BlasterYYour BusinessHi Sam, Alex arrives Tue 9–11. See detailsThanks!Powered by Text Blasteryour link · no password
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reports-app.io/v/20418yourbusiness.com/visit/reportReport AppYYour BusinessWhat we didPowered by Report App · Log inyour link · no password
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secure.pay-portal.net/inv/8842yourbusiness.com/payPay PortalYYour BusinessVisit · Tuesday$129Powered by Pay Portal · Log inyour link · no password
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review-widget.co/ask/x1yourbusiness.com/feedbackReview WidgetYYour BusinessHow did we do?★★★★★Powered by Review Widgetyour link · no password
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yourbiz.portal-hub.com/loginyourbusiness.com/accountPortal HubYYour BusinessVisitsTue 9–11BillingPaidYour planQuarterlyPowered by Portal Hub · Log inyour link · no password
WHAT CARRIES FORWARD
The connection is the difference.
Separate tools leave your team carrying the details between them. Choose “One experience” to follow the same customer through the work.
Follow the journey, or select a step to see what it passes on.
Booking tool Your team Messaging tool
A booking here. A reminder somewhere else.
Someone has to move the time, customer and contact details across, then keep both places current when the appointment changes.
- Copy the details
- Check for changes
- Repeat
BookingReminder
The booking writes the reminder
Sam chooses Tuesday, 9–11. That visit supplies the time and technician in the reminder, so nobody copies the appointment into a texting tool.
- Sam · customer
- Tue 9–11 · visit
- Alex · technician
ReminderVisit details
The message opens the exact visit
Sam follows the link to that appointment. A reply stays attached to the visit, where the office already has the context.
- Sam · customer
- Tue 9–11 · visit
- Reply · same record
Completed visitService report
Finished work becomes the report
Alex’s visit notes and shareable photos become Sam’s report. The completed visit also supplies the billing details, without a second round of entry.
- Alex · technician
- Visit · completed
- $129 · invoice
PaymentCustomer portal
Payment updates the account
Payment confirmation marks the invoice paid and updates Sam’s balance. The portal and the office see the same status.
- Sam · customer
- $129 · paid
- $0 · due
Completed visitReview invitation
Follow-up knows the work is done
The finished visit can trigger one review invitation, respecting contact preferences. Replies return with the visit history attached.
- Visit · completed
- Preferences · respected
- Invitation · once
Customer recordCustomer portal
The next visit starts with history
Sam comes back to the report, payment and service plan together. The next conversation starts with what already happened.
- Report · available
- Balance · $0
- Plan · quarterly
First inquiryNext visit
One customer. One continuous record.
The name and color are the visible part. Underneath, every step carries the same customer and visit forward, so your team does not have to.
- Customer
- Visit
- Report
- Payment
- History
Make it yours. The brand changes together; the connected customer journey stays intact.
MADE TO FIT
One size fits all fits no one well.
The big platforms are built for everyone, which means they are built for no one in particular. A tight fit is a different kind of thing.
OFF THE SHELFMADE TO FIT
Built for the average of a million customers.
Built around how your business actually works.
Your process bends to fit their product.
The software bends to fit your process.
Their roadmap, pricing and limits decide what you can do.
Your priorities decide what gets built next.
A support queue that has never heard of you.
The people who built it, by name.
Your accounting system, customer records and corporate tools can stay in place. We can connect them through a shared experience, using the interfaces and access available to your business.
WHO IT’S FOR
Smaller markets. Specific problems.
Too specific for the big platforms
Your trade, your market or your way of working is one they were never designed around, so you live in the workarounds.
Your process is your edge
How you quote, schedule, follow up or deliver is why customers choose you. Generic software flattens it.
Held together by five tools
Each does one thing, none of them share context, and you are the integration.
WHAT WE COVER
More capability. Less to manage.
The whole stack around the business, from one accountable partner, kept running after launch. Explore what’s under the hood ↗
Your public site
Fast, findable and yours, from the domain up.
Marketing and traffic tools
Know where visitors come from and keep in touch with customers, without another subscription.
Customer communication
Reminders, updates and follow-up that feel modern: a text, a link, the exact thing, no password.
A back end that fits your process
Straightforward and flexible, shaped to how the work actually moves through your business.
WHY IT ADDS UP
Build on what works.
Connect the rest.
A customer portal can draw from your existing records. A job workflow can connect your CRM to accounting. A local dashboard can make approved corporate data useful to the people doing the work.
We decide where each record belongs, how updates move and what happens if a connection fails. Your staff and customers get a simpler way to work across the systems underneath.
One coherent experience. The systems you need. How we work ↗
INSIDE THE WORK
Don’t take our word for it.
Look inside.
Explore the decisions behind the software: how capabilities connect, how work moves, and what happens when things don’t go to plan.
01 / CONNECTED CAPABILITIES
What needs to work together?
Customer portalTeam workspace
Shared records & permissions
Existing systemsMessages & updates
The screens, the data behind them, and the systems worth keeping.
02 / WORKFLOWS & EXCEPTIONS
What happens next?
- Request arrivesKeep its context attached
- Review & routeMissing detail? Ask before proceeding.
- Act & follow throughRecord the outcome. Notify the right person.
The useful path through the work, including the awkward parts.
03 / ACCEPTANCE CRITERIA
How will we know it works?
- Access stays scopedPeople see only the records they should.
- Retries don’t repeat the actionA second attempt won’t create a duplicate.
- Failures have a pathSomeone can see the issue and recover.
Specific conditions to test, before “done” means done.
START WITH A CONVERSATION
Tell us what the business runs on today.
The tools, the workarounds, the things that fall through. We’ll tell you what we would build, what we would keep and what we would leave alone.
Start a conversationhello@codewrights.io