HVAC CRM System

A comprehensive CRM system for HVAC businesses, including a Progressive Web App (PWA) frontend and a containerized backend.

System Components

Frontend (hvac-ui)

A Next.js Progressive Web Application with:

• Dashboard: View key metrics and quick actions
• Client Management: Add, edit, and view client profiles
• Email & Transcription Handling: Manage communications and convert audio to text
• Offer Creation: Create, edit, and send offers with AI-generated variants
• Calendar & Kanban: Schedule and track service appointments
• Map View: Visualize equipment locations and service areas
• Inventory Management: Track components and suppliers
• Service Reports: Generate and send service reports

Backend (hvac-crm-system)

A Docker-based backend system with:

• API Service: FastAPI REST API
• Worker Service: Celery for background task processing
• Database: PostgreSQL (Supabase) for data storage
• Cache & Message Broker: Redis
• Storage: MinIO (S3-compatible) for file storage
• Vector Database: Qdrant for embeddings and similarity search
• Reverse Proxy: Nginx for routing and SSL termination
• Monitoring: Prometheus, Grafana, and Jaeger for observability
• Workflow Automation: n8n for integrations and automation

Documentation

• Architecture Overview
• User Guide
• Developer Guide
• Operations Runbook
• Monitoring Guide

Getting Started

Frontend Setup

cd hvac-ui
cp .env.example .env
# Update the .env file with your API URL and other configuration
yarn install
yarn dev

Backend Setup

cd hvac-crm-system
cp .env.example .env
# Update the .env file with your configuration
docker-compose up -d
./init.sh

Features

• Progressive Web App: Install on desktop and mobile devices
• Offline Functionality: Work even without an internet connection
• Real-time Updates: See changes as they happen
• AI-powered: Automated email categorization, transcription, and offer generation
• Mobile Optimized: Responsive design for all device sizes
• Integrated Mapping: Visualize installations and optimize service routes
• Comprehensive Reporting: Generate and send professional reports
• Scalable Architecture: Designed to grow with your business

License

This project is proprietary and confidential.