Web Development · B2B services
Flowdesk Portal
Custom web application replacing spreadsheets for quoting, projects and invoicing.
Year: 2025Duration: 14 weeksServices: Web Application, UI/UX
The challenge
Twelve people coordinated quotes, jobs and invoices across four spreadsheets and a shared inbox.
Our approach
- Process mapping, then a single data model for clients, quotes and jobs
- Role-based access for sales, delivery and finance
- Automated quote-to-invoice pipeline with PDF generation
- Dashboards for pipeline value, margin and overdue payments
Results
-18h
Admin hours per week
+22%
Quote-to-win rate
0
Lost invoices since launch
Technologies
- React
- PostgreSQL
- Server functions
