Studio projectSample workspace

Switchyard.

A CRM for a service business where the follow-ups take care of themselves: every lead in one place, a pipeline you can drag, a shared calendar, and plain-language automation rules.

Industry
Home services
Type
CRM + automation platform
Views
Seven, all working
Highlights
Rule builder, live automation log
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Switchyard overview: open pipeline, new leads, tasks due, win rate, pipeline by stage and automation activity
Switchyard pipeline on a phone with a bottom tab bar

The problem

In a service business, deals are rarely lost to competitors. They’re lost to a call nobody returned.

Enquiries arrive by web form, phone and referral; quotes go out and nobody chases them; site visits live in one person’s calendar. Switchyard imagines a fictional home-services company, Bright Harbor, and shows how one system with simple automations keeps every lead moving.

What it does

  1. OverviewOpen pipeline, new leads, tasks due today and win rate, plus today’s agenda and the latest automation runs.
  2. LeadsSearch and filter every enquiry; add new ones; a transparent lead score shows exactly where its points come from.
  3. PipelineDrag deals between six stages, or change the stage from the lead record on touch devices.
  4. Tasks and scheduleDue-now, upcoming and completed tasks; a seven-day team calendar that blocks double bookings.
  5. AutomationsRules such as “when a website lead arrives, create a call task” or “when a quote is sent, follow up in three days” — switchable, editable and logged.
  6. CustomersWon jobs become customers with their full activity history kept.

Design decisions

Graphite, paper and one signal yellow, set in Archivo with monospaced figures: an interface that feels like a well-run dispatch board. Yellow is reserved for “this needs you” and for automation, so the eye learns where to look.

Automations are written as sentences — “When a new lead is created from Website, then create task…” — because the people who use a CRM shouldn’t need a developer to understand it.

Pipeline board with deals in New, Contacted, Site visit, Quote sent and Won
Pipeline board
Automation rules with switches, a rule builder and a run log
Automation rules and builder

Try it here.

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Honest notes

A studio project, not client work.Switchyard, Bright Harbor Home Services, its team and its leads are fictional sample content. The workspace is saved only in your browser and can be reset at any time. No email, calendar or phone service is connected.
Built with
  • Vanilla JavaScript modules
  • Event-driven rule engine
  • HTML drag and drop
  • localStorage persistence
  • Archivo (open-source)