Business Hubs & Portals

One place where the whole operation runs

Jobs, customers, quotes, documents, schedules and staff in a single system, built around the way you already work. It replaces the spreadsheets, the shared drive and the "ask Dave, he knows" — it doesn't add another app on top of them.

(407) 737-9933

This one takes weeks, not a day. If you need a site online tomorrow, start with the 24-hour website.

Projects start at

$2,900

one-off build, then from $190/mo for hosting, backups and support.

  • Every hub is quoted case by case — the figure above is a starting point, not your price.
  • No per-seat license. Your tenth and your fortieth user cost the same: nothing.
  • You get a written scope and a fixed price before any code is written.

Right now the business runs on six things that don't talk to each other

A spreadsheet for jobs. A shared drive for documents. A WhatsApp group for whatever is urgent. Paper work orders in the van. An inbox full of quotes. And one person who remembers the rest.

Nobody knows where a job stands

Answering "is that finished?" means asking the office, then the crew, then checking two versions of a spreadsheet. The customer waits while you find out.

The same details get typed in four times

Once on the quote, again on the schedule, again on the work order, again on the invoice. Every retype is a chance to get the address or the price wrong.

Paperwork comes back late, creased, or not at all

Signed work orders live in a truck until Friday. Photos of the finished job sit on a technician's phone. Invoicing waits on both.

Customers phone the office for updates

Every call is someone stopping what they are doing to look up information the customer could have read themselves.

None of that is a people problem. It is a "the information lives in six places" problem.

A hub puts it in one place, and gives each person only the part they need.

What a hub replaces

Five places to look becomes one.

A spreadsheet, a shared drive, a group chat, paper work orders and one person's memory, replaced by a single hub holding jobs, customers, documents, staff and history, with separate access for your team, your customers and your suppliers.

Swipe the diagram sideways to see it all

What's actually in a hub

We build the parts your business needs. Most hubs include some version of these six.

Jobs and work orders

One record per job, from inquiry to paid. Status, assigned crew, notes, parts, dates and history — visible without asking anyone.

Customers and their history

Every quote, job, document, invoice and phone note attached to the customer. New staff can pick up a ten-year-old account in a minute.

Quotes, invoices and documents

Built from the job instead of retyped, and filed against it — so nobody hunts a shared drive for "Quote_final_v3_REAL.pdf".

Schedules and dispatch

Who is doing what, today and next week. Move a job to another day or another technician and everyone sees the change.

Paperless work orders in the field

The crew opens the job on a phone, ticks off the work, takes photos, captures the customer's signature and closes it out. No paper to bring back.

Permissions per role

The office sees everything. A technician sees their own jobs. A customer sees only theirs. Nobody sees payroll except you.

Photos from the field, on the job record

Before-and-after photos, a meter reading, a damaged part, the signed sheet — captured on a phone and attached to the job as soon as there is signal. When a customer questions the work six months later, the evidence is already filed where you would look for it.

Three doors into the same hub

One system underneath, three different views. Start with one and add the others later.

Internal staff hub

Where the work actually gets run. Office and field, same information, different views.

  • Job board with live statuses
  • Scheduling and assignment
  • Mobile work orders and photos
  • Internal notes and checklists
  • Reports you would otherwise build by hand

Client portal

Your customers log in and see their own work, so the update calls slow down — the answer is already on screen.

  • Their jobs and current status
  • Quotes to approve online
  • Invoices and payment history
  • Documents, permits, certificates
  • Request new work without an email chain

Partner & supplier portal

For subcontractors, suppliers and referral partners — access to their slice, and nothing else.

  • Only the jobs assigned to them
  • Purchase orders and delivery notes
  • Upload insurance and license documents
  • Submit invoices against a job
  • Referrals tracked back to the source

A hub plus automation is the real win

Once the information lives in one place, the follow-ups can send themselves: the reminder before the appointment, the invoice when the job closes, the nudge on a quote nobody has approved. That is task automation, and it is far cheaper to add to a hub than to bolt onto six spreadsheets.

See what we automate

How we build it

Weeks, not a day — and you see something working long before the end. Every stage produces a thing you can look at, click, or say no to.

1

Discovery workshop

Half a day, week 1

We sit down with you and whoever really runs the day — the person with the spreadsheet, the dispatcher, a technician if we can borrow one. We walk a job from first phone call to final payment and write down every step, including the awkward ones. You keep the process map whether or not you hire us.

2

Written scope and fixed price

Within a week of the workshop

A plain-English document: what the hub will do, what it will not, what we need from you, the price, and the slice-by-slice plan with dates. Nothing starts until you have signed it, and nothing is added later without you seeing the cost first.

3

A clickable prototype you approve

Roughly weeks 2–3

Before anything real is built you get a link you can click through: the job screen, the schedule, the phone view, the customer's view. Move things, rename things, tell us the field order is wrong. Changes here cost minutes; the same change after the build costs days, which is exactly why we do this.

4

Build in two-week slices

Every two weeks

Every two weeks you get a working piece on a private test link and a short call to walk through it. Jobs first, usually, then scheduling, then the portal. You are never waiting three months to find out whether we understood you.

5

Data migration

Near the end, then again at go-live

Your customer list, open jobs and history come across from the spreadsheets. We run a test import first so you can check it against the originals, then a final one the day you go live. Your files stay exactly where they are as a backup.

6

Training, go-live and support

Launch week onwards

One session for the office and a shorter one for the field crew — theirs is mostly "open job, do work, take photos, get a signature, done". We record both so new hires can watch them. Then we are on the phone through the first weeks while everyone settles in.

So how long, really?

A first working version is a matter of weeks rather than months. A small jobs-and-customers hub is a much shorter build than one with a client portal, a field app and an accounting integration — and we do not know which one yours is until the discovery workshop, so we do not guess beforehand.

What we do commit to: real dates in the written scope before you pay anything, and a call the moment a date looks at risk — before it slips, not after.

What's included, and what isn't

The second column is the one that prevents arguments later, so we print it.

Included in the build

  • The discovery workshop and the written process map
  • The clickable prototype and a round of changes to it
  • The build itself, in the modules named in the scope
  • User accounts, roles and permissions
  • Mobile-friendly screens — the field view works in a phone browser
  • Migration of the spreadsheets and lists named in the scope
  • Hosting set up, SSL, automatic backups
  • Training sessions, recorded, plus a short written guide
  • Fixing anything that does not match the agreed scope after launch

Not included (quoted separately)

  • Third-party fees — accounting software, SMS credits, payment processing, mapping
  • Hardware. Tablets and phones for the crew are yours to buy
  • Cleaning up messy data by hand — we import what you give us and show you what did not fit
  • Replacing your accounting package. A hub feeds it; it does not become it
  • App store apps. The hub runs in the browser unless you ask for a native one
  • Formal compliance certification. We build with access control and audit trails, but a HIPAA or PCI audit is a specialist engagement
  • Features thought of after sign-off — they go on a list, get priced, and you decide
  • Ongoing changes after launch, unless you are on a support or care plan

Or call (407) 737-9933 and describe it in two minutes.

Who this suits

Businesses with 5–50 staff, a real operation to run and no IT department. The examples below are hypothetical — they are the shapes of business a hub fits, not customers of ours.

Contractors, HVAC, plumbing

Say you run a 12-person HVAC company: dispatch in the morning, work orders on paper, invoicing on Friday. The hub is the job board plus a phone view for the vans.

Dental & medical offices

Picture a practice juggling intake forms, referrals and treatment plans across paper and a scheduler. The portal is where patients complete forms before they arrive.

Law firms & professional services

Matters, documents, deadlines, and a client who wants to know where things stand. The client portal answers that without a paralegal drafting an email.

Logistics & delivery

Imagine a courier outfit with drivers, subcontractors and proof-of-delivery photos landing in three different WhatsApp threads. One hub, one thread.

Auto shops & equipment repair

Vehicles in, estimates out, parts on order, the phone ringing. The hub tracks the job and lets the customer approve the estimate from their phone.

Nonprofits & membership groups

Volunteers, cases, grant paperwork and a board that wants a report. A hub keeps the records straight when the staff list changes every year.

Not on the list? The industry matters less than the shape of the problem. If work moves through stages, more than one person needs to see it, and it currently lives in a spreadsheet, a hub fits.

What it costs

A hub is the biggest thing we build and it is genuinely quoted case by case. Here is the starting point and, more usefully, what moves the number.

Build, starting at

$2,900

One-off, for a first hub covering jobs, customers and documents. Your figure comes from the written scope after the discovery workshop — this is where the conversation starts, not where it ends.

Paid in stages against the slices, not all up front.

Running it, from

$190/mo

Hosting, SSL, automatic backups, monitoring, security updates and support for the whole team. Not per user — the price is the same whether eight people log in or forty.

Includes an agreed allowance of small changes each month.

Care plan (lighter option), from

$69/mo

The same hosting, backups and updates without the larger support allowance. Suits a small hub that is finished and stable, or an owner who mainly wants it kept safe and online.

You can move between plans as the hub grows.

What changes the price

  • How many modules — jobs only is cheaper than jobs plus scheduling plus stock
  • Whether the client portal and partner portal are in now or added later
  • The field app: photo capture, signatures and patchy-signal behavior add build time
  • Integrations — accounting, payments, SMS and calendars each need wiring and testing
  • How many roles need genuinely different permissions
  • How much history you are bringing over, and what state it is in

Why there is no per-seat fee

Subscription software charges you every month for every person who touches it, forever, and the bill goes up when you hire. A hub is built once and it is yours — the database, the screens and the data in them. Taking on five people does not change what you pay us.

The monthly figure covers keeping it hosted, backed up, patched and supported. It is not rent on your own system.

Fair questions

The ones people ask before they spend this much.

Why not just buy off-the-shelf software?

Sometimes you should, and if a product covers your process we will tell you so rather than sell you a build. The usual sticking point with off-the-shelf products is that they expect the business to work their way. A hub goes the other direction: we watch how you already work and build that. You also stop paying per person, per month, forever.

Is this just another system on top of what we already have?

Only if we build it badly. The point is subtraction: the job spreadsheet, the scheduling spreadsheet and the document folder go away because the hub does what they did. If a tool you already pay for is working — the accounting package, usually — we connect to it and leave it alone instead of rebuilding it.

Our team isn't technical. Will they actually use it?

That is why the prototype comes before the build, and why we want a technician in the workshop. The field view is deliberately small: open the job, do the work, take photos, get a signature, done. If a screen has to be explained twice, the screen is wrong, and fixing it is part of the job.

What happens to our spreadsheets and our data?

We import what is in them, show you a test import to check against the originals, and you keep the files. The data in the hub stays yours: you can export it whenever you like, and if you ever leave us you take it with you. We do not hold anyone's records hostage.

Can you build it in 24 hours like the website?

No — and anyone who says yes has not understood the job. The 24-hour promise belongs to the 24-hour website: 24 hours starting the moment we have your content and you have approved the layout. A hub changes how your business actually operates, so it takes weeks and gets a workshop, a prototype and a written scope first. If cash flow is the constraint, you can start with the website and add the hub later — the two are separate pieces of work.

What if our process changes, or we grow?

Then the hub changes with it — that is the advantage of owning it. Small adjustments come out of the monthly support allowance; a new module is quoted like any other piece of work. Because it was built in slices, adding one later works exactly the same way as adding one during the original build.

Who is actually doing the work?

Cyrus, who handles IT and project management, and Tristan, who is the full stack developer. Two people, based in Orlando. The pair who run the workshop are the pair who build it and the pair who pick up the phone afterwards — nothing gets handed to an account manager you have never met.

Start with the workshop, not the invoice

Tell us how a job moves through your business today. We will tell you honestly whether a hub is worth it, what it would cover and what it would cost — in writing, before you commit to anything.

support@cyrusmanagementgroup.com · Orlando, FL