Homepoint
Building a Scalable CRM for Homepoint using Softr & Airtable
Company
Homepoint
Service
Softr Implementation
Year
2024

The Challenge
Homepoint is a residential maintenance service aiming to simplify home upkeep. The challenge was to move away from fragmented spreadsheets and manual scheduling toward a centralized Client Portal and Admin CRM. I engineered a custom solution using Softr and Airtable that prioritizes technician dispatch efficiency and client transparency.
User Profile : The Proactive Homeowner
The Persona: Busy homeowners who want to stay ahead of repairs, track service history, and maintain their property's market value without the mental load of manual scheduling.
The Problem: Home maintenance is often reactive. Owners forget filter changes, HVAC service intervals, or roof inspections, leading to expensive "emergency" repairs.
The Requirement: A centralized dashboard that acts as a "health monitor" for the home, providing reminders, cost transparency, and a record of all service history.

Strategic Execution
In home services, the primary friction point is lack of visibility. The design strategy focused on creating a "Control Center" for homeowners.
Unified Dashboard — Instead of digging through emails, users see a high-level view of their "Home Health"—upcoming services, past invoices, and urgent repairs.
Service Transparency — We utilized a status-tracking UI (e.g., "Scheduled," "In-Progress," "Completed") to reduce customer anxiety and inbound support tickets.
Personalized Property Profiles — The architecture allows for multi-property management, where each home has its own database record of appliances, paint codes, and maintenance history.

Softr Implementation
The interface was designed to build trust through radical transparency—mirroring the "Clinical Trust" model used in biotech.
Dynamic Request Portal — We replaced generic "Contact Us" forms with a Conditional Service Matrix. Users select a category (e.g., HVAC), which dynamically pulls relevant fields, ensuring technicians have accurate data before arrival.
Status-Driven Dashboards — Inspired by high-end delivery apps, the UI uses visual progress bars ("Scheduled" → "En Route" → "Completed") to manage customer expectations.
Asset-Specific Cards — Every major home system is represented by a "Digital Twin" card, storing specific manuals and warranty info, making the platform an indispensable asset for the homeowner.

The Impact
The Homepoint CRM proves that for service-based businesses, internal efficiency is the ultimate customer experience. By leveraging the Softr + Airtable stack, we built a platform that scales through operational automation and radical transparency for the homeowner.
25%
Customer Retention
99%
Data Accuracy
+25%
Lead Conversion
