A custom order platform, from intake to invoicing
The problem
A generic CRM forced teams into spreadsheets, manual entry, and workarounds. Leads and orders slipped through the cracks because the software didn't match their workflow.
What we built
An end-to-end order platform featuring PDF extraction, instant quotes, 3D previews, a dealer portal, role-based taskboards, call transcription, scheduling, and QuickBooks invoicing.
The result
Hours saved per order, faster quotes, fewer errors, and better follow-through. The same team can handle more orders with less stress and happier customers.
Key features
PDF-to-Form Extraction
Instant Quotes
3D Order Visualization
Dealer Portal
Role-Based Taskboards
Call Recording & Transcription
Route Mapping & Scheduling
QuickBooks Billing
“
Our interaction with CodeBuddy has been educational, exciting and the customer service has been more than we could ever expect. CodeBuddy has been a pleasure to work with and seems to really understand our needs.
More work
View all work
→
Have something you want to build? Let’s Chat!
Book a Call
→