In-Home Care & Field Services Verified Project

Taltre Services Client Management Platform

From Paper & Memory to a Complete Operating System.

A two-part build for a four-service-line business — a polished public website plus a private CRM with a built-in calendar, automated pre-visit and follow-up reminders, a mileage-based proposal generator, and a 24/7 AI assistant. One unified platform that replaced paper notes, text-message scheduling, and pricing guesswork — delivered at roughly 70–75% below typical agency pricing.

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Taltre Services CRM dashboard mockup with client stats and a color-coded appointment calendar

Project

Taltre Services — Client Management Platform

Client

Shan Weeks

Industry

In-Home Care & Field Services

Location

Goldsboro, NC

Client Type

Owner-operator small business (multi-service)

System Type

Public website + private CRM with built-in calendar

Retail Value

$16,000 – $24,000

Client Investment

$4,800

01The Challenge

Running four service lines on paper and memory

Shan ran four distinct service lines — senior care, auto repair, minor home repair, and errands — entirely on paper notes and memory.

Client details lived in his head, with no searchable record of who needed what or when.

Scheduling happened ad-hoc over text message, making it easy to double-book or lose track of a visit.

Appointments were missed because there were no reminders for him or his clients.

Completed jobs got no structured follow-up, leaving repeat business and reviews on the table.

There was no online presence at all, and pricing for jobs was largely guesswork.

02Our Solution

One website + one CRM = one operating system

We built a complete two-part operating system: a polished public marketing website and a private, secure CRM with a built-in calendar.

The CRM centralizes every client in one searchable database, with service-specific intake fields tailored to each of the four service lines.

A built-in, color-coded calendar tracks every appointment across Today, Week, and Month views with full status management.

Automated reminders fire 30 minutes before each visit and again 3 days after completion — keeping both Shan and his clients in the loop, hands-free.

A mileage-based proposal generator applies competitive per-mile rates to produce consistent, professional quotes in seconds.

Role-based team management and a bulk email blast tool let the business grow beyond a single operator without losing control.

A 24/7 AI chatbot trained on all four service lines answers prospect questions instantly, day or night.

03Key Features

Everything the business runs on, in one place

CRM Dashboard with Live Stats

A clean command center showing total clients, active clients, and per-service-line counts at a glance — the whole business in one view.

Service-Specific Client Management

A searchable client database with intake fields tailored to each service line — senior care, auto repair, home repair, and errands.

Built-In Color-Coded Calendar

Today, Week, and Month views with color-coded service types and full status tracking — no more scheduling by text message.

Appointment Booking & Status

Book, reschedule, and move appointments through clear statuses so nothing falls through the cracks.

Automated Reminders

Pre-appointment alerts fire 30 minutes before each visit and follow-up prompts go out 3 days after completion — fully hands-free.

Mileage & Proposal Generator

Calculates competitive per-mile rates to produce consistent, professional proposals in seconds instead of guesswork.

Role-Based Team Management

Add team members with the right level of access, so the business can grow beyond a single owner-operator.

Bulk Email Blast

Reach the entire client base with announcements, seasonal offers, and check-ins from inside the platform.

Installable Mobile App (PWA)

A progressive web app that installs to the home screen, so the CRM and calendar travel with Shan in the field.

24/7 AI Chatbot

A site assistant trained on all four service lines answers prospect questions instantly, capturing interest around the clock.

04The AI Layer

A trained assistant and hands-free automation

A 24/7 AI Chatbot Across Four Service Lines

A site assistant trained on senior care, auto repair, home repair, and errands answers prospect questions instantly — turning after-hours curiosity into captured leads.

Hands-Free Scheduled Automation

Rules-based automation sends pre-appointment and follow-up emails on a schedule — reminders and check-ins happen without anyone remembering to send them.

A Consistent Proposal Engine

The mileage tool applies competitive per-mile rates to generate consistent, professional quotes — replacing pricing guesswork with repeatable math.

Automation, Not Autonomy — By Design

This is a trained assistant and rules-based automation, not autonomous decision-making. That keeps the system predictable, dependable, and easy for an owner-operator to trust.

05Before vs. After

The transformation

Area

Before

After

Client records

Paper notes & memory

Searchable client database

Scheduling

Text-message back-and-forth

Built-in color-coded calendar

Reminders

None — visits got missed

Automated pre-visit alerts

Follow-ups

Forgotten after the job

Automated 3-day prompts

Inquiries

Phone-only, business hours

24/7 AI chatbot

Pricing

Guesswork per job

Calculated mileage proposals

Online presence

None at all

Website + installable mobile app

06Results & Metrics

Measurable impact

Unified platform

Replacing paper-based operations

Service lines in one system

Care, auto, repair & errands

Routes built

14 pages + 8 APIs

Data models + 8 enums

A robust, structured back end

Automated touchpoint layers

Pre-visit & post-visit

~70%

Below retail value

Full system at a fraction of agency cost

The platform spans roughly 6,780+ lines of code across 36 files — 22 routes in all (14 pages plus 8 APIs), backed by 10 data models and 8 enums — yet it presents as one simple, unified system the owner can run from a phone.

07Investment vs. Value

$4,800 all-in — $16,000–$24,000 in comparable value

Client Investment

$4,800

~120–140 hours of custom development

Estimated Retail Value

$16K–$24K

Value Delivered

~70–75%

below typical agency pricing

Taltre Services received a complete operating system — a public marketing website, a private CRM, a built-in calendar, automated client touchpoints, a proposal engine, and a 24/7 AI assistant — comparable to $16,000–$24,000 at retail, for a $4,800 all-in investment (~120–140 hours of custom development). That is a full business platform delivered at roughly 70–75% below standard agency pricing, built to grow with the business as it adds team members and service lines.

08Who This System Is For

Built for multi-service owner-operators

Home-care and senior-care agencies that need client records, scheduling, and automated follow-up in one place.

Mobile mechanics and auto-repair operators who manage appointments and quotes on the go.

Handyman and home-repair businesses juggling jobs, reminders, and customer communication.

Errand, concierge, and personal-assistant services that need a professional booking and client system.

Any owner-operator running multiple service lines who is still managing it all on paper, text, and memory.

Still running your business on paper, text, and memory?

We'll show you exactly how to turn scattered notes and missed appointments into one platform with client records, scheduling, automated reminders, and a 24/7 assistant. Start with a free workflow audit.

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