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Business Technology case study

TDT Platform

Intelligent Workflow Automation for Service Businesses

Inside the build

From constraint to working system.

The product decisions, architecture, and delivery choices behind the outcome.

The challenge

What had to change

Field service businesses - HVAC, plumbing, electrical, landscaping - were running operations on whiteboards, phone calls, and disconnected spreadsheets. Scheduling inefficiencies led to missed appointments, technicians were driving inefficient routes, and billing cycles stretched 30-45 days due to manual invoice creation and paper-based sign-offs.

Our solution

The product response

We built the TDT Platform as a unified field service management system: a web dashboard for dispatchers, a mobile app for technicians, and a self-service portal for customers - all synchronized in real time with automated billing and route optimization.

Architecture & approach

How the system was shaped

The dispatcher dashboard is a Next.js web app with drag-and-drop scheduling and a live map view powered by the Google Maps API. The technician mobile app (React Native) receives real-time job assignments, captures digital signatures, and triggers automated invoice generation via Stripe. Twilio handles SMS confirmations and appointment reminders. All components share a Node.js/REST API backend with a PostgreSQL database for job and customer history.

Product scope

Key features

  • Drag-and-drop job scheduling with real-time calendar sync
  • Intelligent technician routing with Google Maps integration
  • Mobile app for technicians: job details, navigation, and digital sign-off
  • Automated SMS confirmations and appointment reminders via Twilio
  • On-site invoice generation with instant Stripe payment links
  • Customer self-service portal for booking and job history
  • Job costing dashboard with parts, labor, and margin tracking

Technical foundation

Tech stack

Next.jsReact NativeNode.jsTwilioStripeGoogle Maps APISaaS

Business impact

The outcome

Businesses on the TDT Platform reduced scheduling overhead by 60% and cut billing cycle time from 30-45 days to same-day. Technician utilization improved by 25% through optimized routing, and customer no-show rates dropped by 40% from automated SMS reminders. One mid-sized HVAC company processed $220K in invoices in their first month on the platform - previously a 3-week manual billing cycle.

60% reduction in scheduling overheadReal-time technician dispatchAutomated invoicing
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