Automation & Integrations Related offer

Multi-Tenant Estimate Engine

A SaaS-like estimate platform designed to support multiple client configurations, reusable intake logic, and embeddable deployment across service business websites.

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Estimate engine interface representing reusable multi-tenant architecture

Project context

Compact project facts.

Industry

Home Services / Productized Internal Platform

Company size

Builder-owned product system for multiple small service businesses

Project type

Multi-tenant estimate engine

Service line

Automation & Integrations

Status / reference

Related offer

Before

Before the build

Each new estimator deployment risked becoming a separate build with repeated quote logic and duplicated maintenance.

Each new estimator deployment risked becoming a separate build with repeated logic

Configuration changes would have to be managed manually per site

Lead capture and estimate logic would become harder to maintain across clients

There was no shared platform model for reuse or operational visibility

Build

What was built

Delivered scope

  • Config-driven estimate engine
  • Multi-client configuration model
  • Embeddable widget architecture
  • Centralized lead storage and admin visibility
  • Notification workflows for new submissions
  • Reusable deployment pattern for additional client sites

Core functionality

  • Configurable pricing rules per client
  • Embeddable frontend widget
  • Centralized backend logic
  • Per-client lead storage and review
  • Notification workflows
  • Reusable deployment architecture
  • Shared system with client-specific configuration

Architecture

How the system was structured

The system was designed as a multi-tenant estimate platform with shared backend infrastructure, client-specific configuration, and an embeddable frontend layer that could be deployed across multiple websites.

  • Embeddable frontend widget for website integration
  • Backend service handling estimate logic and lead submission
  • Centralized data storage for leads and per-client configuration
  • Client-aware routing for notifications and admin review
  • Reusable architecture supporting additional deployments

Decisions

Key decisions

These choices shaped the build around the workflow problem instead of adding features for their own sake.

  • Separated estimate logic from individual website implementations
  • Used configuration to drive client-specific behavior instead of cloning the application
  • Designed the system for repeatable deployment from the beginning
  • Treated the project like a reusable platform rather than a one-off project asset

Outcome

What changed

Created a reusable multi-tenant estimate platform with shared backend logic, client configuration, and embeddable deployment.

  • Reduced repeated implementation work for future estimator deployments
  • Created a clearer platform foundation for productized lead qualification
  • Demonstrated a SaaS-like architecture approach rather than one-off project thinking

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Buyer trust

What this demonstrates

  • Designing systems around business workflow
  • Building structured lead intake systems
  • Multi-tenant system architecture
  • Database-backed web applications
  • Embeddable tools that integrate with existing websites
  • Automation of intake and notification workflows

Next step

Working through a similar workflow problem?

Start with the current process, where it breaks down, and what should be better after the first phase.

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