Product
Switchboard Service Ops Hub (Mock SaaS)
Dec 6, 2024 | Switchboard (fictional SaaS concept)
Product concept for service operators
Switchboard keeps every lead, job, and follow-up connected in one clean dashboard.
Built for busy service businesses, Switchboard replaces messy spreadsheets and sticky notes with a simple, visual workspace for tracking work from first call to paid invoice.
Designed for contractors, home service companies, and local trades that need an easier way to track leads, jobs, and client communication without a bloated enterprise CRM.
Staging link: switchboard-gamma.vercel.app
Why this mock exists
- Show how a focused SaaS can meet contractors where they are: tracking leads, jobs, and follow-ups without enterprise overhead.
- Demonstrate a calm, visual dashboard that keeps next actions obvious on desktop and mobile.
- Provide a pitch-ready artifact for service brands exploring their own lightweight CRM or customer portal.
Core workflows covered
- Never lose a lead — every call, form submission, or referral becomes a trackable lead with status and next action.
- See your pipeline at a glance — Kanban-style boards for Leads, Active Jobs, and Completed work keep workload visible.
- Stay on top of follow-ups — automatic reminders for quotes, site visits, and overdue tasks keep response times tight.
- Keep your team synced — assign jobs, add notes, and see who is responsible for what without chasing texts.
- Know what is working — simple reports show where leads originate and which jobs drive the highest margin.
Product experience notes
- Onboarding flow collects only the essentials (services, service area, contact channels) to shorten time-to-first-value.
- Status chips and activity timelines surface what changed since you last checked a job, reducing “where did this leave off?” moments.
- Notification preferences respect crews who live in SMS while still supporting email and in-app reminders.
- Component system mirrors real-world states (new lead, scheduled visit, awaiting parts) so teams can extend without reinventing UI.