Case study · Field ops
American Group Consulting
Multi-trade field-ops hub for a Southern California contractor — intake through invoice on one system the owner runs the shop from. Not a brochure site.
Product preview
Try the ops hub yourself — tap tabs, filters, and cards. Mock data; real product UI.
Live interactive mock — switch surfaces above, or use the in-app tabs. Mock data only.
Project overview
American Group Consulting runs HVAC, electrical, plumbing, general maintenance, property management, and construction work across the LA / Southern California market. They needed more than a contact form — they needed a system the owner can run the business from.
VERTEKS.AI built a public marketing + lead intake site and a private admin dashboard that carries work from service request → quote → branded send & accept → work order → invoice, plus marketing campaigns, promo landing pages, and analytics. The owner controls services content with role-based auth; customers never touch the ops stack.
Before
Quotes, follow-ups, and billing lived across tools and hands. PDFs were often generated from Excel and didn’t look as professional as the work. Status and payments meant digging through files and third-party software — no single place that held the job.
After
One hub on americangroupconsulting.com. Intake becomes a quote, the customer gets a branded email with logo, signature, and PDF, hits Accept, and the owner knows immediately. Work orders and invoices stay in the same database — the site is the shop’s system of record.
The full loop
Everything the owner used to chase by hand — now one path from first request to paid invoice.
Service request / intake
Leads come in through a structured multi-step wizard — service, issue, preferred timing, contact — not a random DM or scattered phone note.
Quote with real commercial detail
The owner converts the request into a quote with line items, custom tax integration, discounts, and adjustments — the numbers the job actually needs.
Professional quote PDF
The system generates a clean, branded PDF. No more hand-built Excel exports that never looked as good as the work itself.
Branded customer email
The customer gets an email with the company logo, signature, and the quote attached — from the company’s own domain, not a generic free account.
Customer Accept
The customer opens a secure public link and hits Accept — no account required. The owner is notified immediately so the next steps can start.
Work order
Approved quotes become work orders with visibility into when work starts and when it’s projected to end — so the operator isn’t guessing.
Invoice & payments
Invoices track what’s paid, what’s left, and status. Cash flow lives in the same hub as the job, not in a separate spreadsheet.
Customer-facing
Multi-step service request wizard
Three-step intake: service & issue (cascading catalogs), preferred date/time, contact details. Bilingual EN/ES, spam protection, and Discord + email notifications into the shop when a request lands.
Marketing & SEO surface
Homepage, contact, and trade-specific service pages (HVAC, plumbing, electrical, emergency repairs, property management, and more). Promo landing pages with UTM capture for campaigns.
Quote email & Accept
Customers receive a branded email — company logo, signature, and the quote PDF attached. They review and Accept via a secure public link with no account required. When they accept, the owner is notified so work can move forward without phone-tag.
Admin dashboard (the real product)
Authenticated ops console with role-based access. Tabs map to how the contractor actually works:
Service requests
Lead inbox with status, filters, map/heatmap of demand, and row-level management — the front door for every job.
Quotes
Line items, custom tax, discounts and adjustments, reprice, send, approve/reject, duplicate — full pipeline from request to work order.
Work orders
Create from approved quotes, track status, start and projected end, notify the shop, request reviews.
Invoices
Line items, payments, recalculation, send, and PDF generation — paid amount, balance remaining, and status in one place.
Services catalog
CMS for services and issues the form and ops tools share — no code deploys to change offerings.
Marketing
Email campaigns, editable promo landing pages, paid-ads status panels when keys are configured.
Analytics
Request volume, service mix, location patterns, and revenue-oriented charts.
His hub
The system holds everything in a centralized database — no digging through folders or bouncing between third-party tools to reconstruct a job. The site is the hub: leads, quotes, acceptances, work, and payment status in one place.
Brand and infrastructure match a real operator business: live on americangroupconsulting.com with a custom email domain @americangroupconsulting.com. Outbound quotes carry the logo and signature customers expect from a professional shop.
How we build it
This is a first-party system, not a plugin pile or a rented storefront.
- No website-builder subscription and no Shopify-style platform tax on the core product.
- No third-party plugin stack that breaks every update — the workflow is custom to how the shop runs.
- Minimal bloat: only the surfaces the business needs, wired with custom code and direct integrations (email, notifications, PDFs, payments tracking) rather than bolted-on apps.
Technical stack
Frontend
- Astro 4 (SSR) + React 19 islands
- TypeScript + Tailwind CSS
- MapLibre heatmaps & Chart.js analytics
Backend & ops
- Supabase (PostgreSQL, auth, RLS)
- SMTP email + Discord webhooks
- Cloudflare Turnstile
- Puppeteer PDF generation
- Vercel deployment