The problem
Contractors relied on email and phone for quotes, leads and resources, which tied up staff and gave the business no structured data about its partners.
The opportunity
Give contractors one authenticated place to quote, receive leads and engage, with everything written straight into Salesforce.
My approach
- 01
Four roles, one portal
A four-role permission system scopes what each user can see and do.
- 02
Salesforce as the back end
Firebase Cloud Functions talk to the Salesforce REST API on the JWT Bearer flow, so no credentials ever reach the browser.
- 03
Quote in a minute
Quick Quote submissions write paired Task records into Salesforce for the sales team.
- 04
Route by service area
A junction-object model routes opportunities to contractors by service area.
- 05
Reward engagement
Stripe payment tiers and an XP-based engagement system that weights self-sourced leads against company-supplied ones.
Architecture
Select a component to see what it does, what it connects to, and its status.
A React front end on Firebase, with Cloud Functions as the trusted bridge to Salesforce and Stripe.
- Clients
- Server
- Data
- External
Results & current status
- Shipped to production, designed and built solo.