SaaS CRM Mobile App

Introducing a solution for tradespeople to streamline their business. Say goodbye to invoicing delays, unpaid invoices, and unattractive quotes.
Mobile app for tradespeople
Company
TradieFlow is part of the TradieDigital family, providing services tailored to tradespeople.
Industry
Home & Commercial Service, Business Management, CRM, Appliance Repair Business, Telecommunication, Sales, Team Management
Role
Lead Product Designer
Key Areas
Product design
SAAS
B2B
B2B2C
Personas
Product Strategy
User research
Market Research
Data
Visual Design

About

Our product is a game-changer for tradespeople, addressing critical pain points that have long plagued their businesses. We understand the challenges they face, particularly in sales and customer management, which led us to develop a solution that revolutionizes their daily operations.

With our product, tradies can effortlessly create and manage invoices, track unpaid ones, generate professional quotes and marketing materials, and keep tabs on ongoing jobs. This simplifies their workflow, ensuring that they never forget to send invoices promptly, thereby optimizing cash flow. Additionally, our innovative approach minimizes the hassle of chasing unpaid invoices, allowing tradespeople to focus on their core work.

The impact has been significant, not only in resolving these issues but also in the profitability it has brought to the market. Tradespeople now have a user-friendly, all-in-one tool that enhances their professionalism, increases their chances of securing jobs, and boosts overall efficiency.

Stats & Results

Timeframe
4 months
Team
6 people
Invoices Paid
+23%
Conversion
+40%

The Design Process

01
Research
Conducting interviews with the target audience, researching available online materials, and administering surveys. Conducting both qualitative and quantitative (data-driven) market research.
02
Define
Defining empathy maps, PoVs, journey maps, personas, target groups, the product's personality, choosing color schemes, typography, and creating branding elements.
03
Ideate
Identifying subgroups within the target audience, conducting workshops to select and narrow down the features to be developed. Creating information architecture, user flows, and flowcharts.
04
Visualization
Developing wireframes, creating the user interface (UI), custom icons and a design system.
05
Usability & QA
Creating prototypes, running usability tests, generating user feedback sheets, systematically reviewing and testing the application.
06
CRO & Analytics
Measuring and optimizing user activity, conversion rate Optimization (CRO).

The Problem

Following interviews with the target audience and research materials available online, as well as a subsequent survey, I identified the following user pain points/areas:

Paperwork
Tradies need to constantly raise new invoices, check the unpaid ones, create new quotes, check the status of the sent ones, and deal with the ongoing jobs.
Not Invoicing Customers
Tradespeople sometimes forget to send invoices to their customers, which holds up the cash flow. It is optimal to invoice customers as soon as jobs get done.
Chasing Money
Unpaid invoices are one of the biggest problems faced by tradie businesses. They need to follow up with payments constantly.
Lack of Marketing Skills
Tradespeople usually do not create nice-looking quotes or other marketing materials, which directly affects their chances of getting hired.

Competitors

In the market, there is a multitude of competitors offering a wide array of software solutions to tackle the aforementioned challenges.

We conducted statistical analysis on the features offered in the competitors' products, and using RStudio, we could effortlessly generate the following visualization. The X-axis illustrates whether the feature is employed on-site or off-site.

Competitor analysis for contracting business mobile app

The Business Case

I aimed to thoroughly contemplate all challenges, potential risks, and valuable insights. The journey toward crafting a professional product design invariably commences with research, with each research phase yielding significant insights. These research findings encompass both identified issues, which may or may not warrant resolution, and an overarching assessment of whether the creation of a digital product solution is advisable.

Problems

The challenge we encountered was that we aspired to develop and launch an app in a market already saturated with numerous existing applications, each optimized to address one or more specific problems.

Risks

The potential risk in this project is that if we overcomplicate the logic by trying to adopt a "solve all issues" approach, it could significantly slow down the development process.

Solutions

Streamline the workflows to align with distinct sales process stages. Develop an app capable of guiding clients seamlessly through the sales funnel. Begin with a Minimum Viable Product (MVP) and iterate based on the evolving needs and feedback from engaged users.

Personas

I've drawn insights from four primary sources of information: user interviews, surveys and third-party research, including scientific articles and regular blog posts, as well as vlogs on YouTube. This extensive research has led to the creation of six distinct personas, with the descriptions of three of them provided below:

Persona for home repair service business ownersPersona for contracting business ownersPersona for tradespeople

Target Group

Taking into account the insights from UX research and the business case, it became imperative to narrow down the target audience as precisely as possible. I recognized that trades businesses could be classified based on two key factors: business size and project length. Team size is a critical factor, as larger businesses would require a more intricate product with multiple permission levels. Project length is equally vital, as emergency-oriented businesses (e.g., plumbers) have distinct operational needs compared to other business types. As a result, the selected target audience encompasses specific segments, denoted by green highlights:

Lone-Wolf
Small Business
Medium Business
Enterprise-Sized
Short-Term Projects
Long-Term Projects
Mixed Projects

Product’s Personality

The product, TradieFlow, is characterized by being helpful, intelligent, and neutral in its approach. The brand personality is exemplified by the image on the right, resembling Andrew, portrayed by Ryan Reynolds in the movie "The Proposal," where he serves as a personal assistant. In the context of TradieFlow, its voice conveys the message that it's here to assist throughout the day, but it primarily offers data, statistics, and practical information rather than entertaining anecdotes. TradieFlow is known to say, "How can I help you?" and "Okay, I'm with you," instilling confidence in tradespeople that it's always ready to lend a hand when needed.

Helpful

Smart

Neutral

Colors

When selecting the colors for both the application and the brand, we paid careful attention to ensuring good contrast ratios. This is crucial for users working in the field, as it ensures that the on-screen content remains easily visible, even in extreme weather conditions. We aimed for the primary colors to convey seriousness and a B2B ambiance, while we offset this by introducing vibrant and playful colors, primarily through illustrations, to alleviate the tension.

Main Colors
#43D14F
#031F88
#000000
#86969E
#EFF2F9
#FFFFFF
Supplementary Colors
#F2C94C
#F8632D
#FC2133
#16BDC8
#20AEF7
#3962FA

Typography

We chose the Visuelt Pro typeface to ensure excellent readability for users.

Heading 1
Visuelt Pro 45 Medium
Heading 2
Visuelt Pro 38 Medium
Heading 3
Visuelt Pro 25 Medium
Body Text
Visuelt Pro 18 Regular
Body Text Normal
Visuelt Pro 14 Regular

Icons & Illustrations

Accesible Icon design

Information Architecture

Given TradieFlow's complexity with numerous intricate connections, my approach involved creating and presenting flowcharts to the development team. This facilitated preliminary discussions regarding the back-end logic and the identification of potential challenges or issues. The client's objective was to create a scalable product, and our brainstorming sessions played a significant role in achieving that goal.

Information architecture for CRM and Sales mobile app

Visualization

The process of visualization commenced with wireframes. After these wireframes underwent validation and team discussions, I proceeded to design the UI screens. Additionally, in several instances, I crafted brief prototypes or micro-interactions utilizing tools such as Figma and Protopie.

Home repair services mobile app
Better Navigation
The existing bottom tab bar proved inadequate for displaying multiple items simultaneously. In pursuit of an enhanced navigation experience, I introduced a new hamburger menu. To ensure that we did not overwhelm the user's working memory, I limited each category to a maximum of nine options and organized them into two categories. Our research findings have indicated that lists are more effective than deep menus, leading me to strive for the presentation of all options on a single page.
Quick Actions
Quick Actions can be accessed from any page by simply clicking on a floating action button. This eliminates the need for users to navigate to the main menu and search for an option to add a new item, enabling them to swiftly perform this action through the new function.
Product design of quick actions
Mobile app for contracting businesses
Client Management
On this page, users have the capability to search, filter, add new clients, and efficiently scroll through the clients listed alphabetically. The page provides a quick overview of client names, sales stages, project values, and project types, all of which are color-coded based on the respective sales stages for ease of reference.
Client Profiles
Client profiles are systematically color-coded in alignment with their corresponding sales stages. Tradespeople can readily access comprehensive client information on these pages, with a primary focus on notes and customer communication, which are positioned at the top for their critical importance. Additionally, client contact details, deadlines, and financial values are prominently displayed on these screens for quick reference.
Mobile app for home services businesses
CRM and sales management mobile app design
Calendar and Event Logic
Calendar events are intricately linked to the sales stages. For example, when a user adds a work-type meeting, the corresponding sales stage is automatically updated to "Booked Job." This close integration ensures that the user's sales stage accurately reflects their ongoing activities and appointments.
Adding New Events
When tradespeople wish to add a new event, the process invariably commences by selecting the event type. This initial choice sets the framework for the entire flow, and subsequent scenarios adapt accordingly based on the selected event type.
Home appliance product design
Tradespeople product design
Interactive Quotes
Tradespeople have the capability to efficiently generate and dispatch quotes by choosing from a variety of available templates. These quotes are delivered to users via email, where they can be interacted with (accepted, commented on, or declined) by opening them in a web browser.

Invoices

Users can swiftly review the status of their invoices on the primary Invoice page. Within the custom action sheets, users have the flexibility to choose from an extensive range of options. The final page provides a preview of an overview invoice for their convenience.

Tradespeople mobile app product designHome appliance product designHome appliance CRM mobile app
Home appliance repair mobile app
Job Management
Users have the ability to search, filter, and effortlessly add new jobs to their list. At a glance, they can readily assess key details, including the project title, sales stage, client name, total value, project type, and due date for each job.
Jobs
The Jobs page holds paramount importance within the product. Here, users can access comprehensive information about both the project and the client. Towards the bottom of the page, tradespeople have the capability to invite team members and define specific tasks for them, enhancing collaborative project management.
Product design of an app for contracting businesses