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CloseLoop CRM — HVAC Installation, Dispatch & Servicing

A modern, single-page CRM for HVAC field-service businesses. Built as a fast, dependency-light front-end app (vanilla JS ES modules + Chart.js + Lucide icons) with a client-side data store, so it runs anywhere a static file can be served.

Live demo: https://crm.bhavikp.in

Features

  • Dashboard — operations KPIs, revenue and job-type charts, live alerts
  • Customers & Systems — customer directory with installed equipment, warranty and service history
  • Unified Dispatch Inbox — incoming calls/messages routed to dispatch
  • Cross-Team Flow — sales ↔ dispatch ↔ field ↔ billing hand-off automation
  • Jobs & Dispatch — work orders, scheduling and technician assignment
  • Technicians — crew status, location and certifications
  • Inventory & Trucks — warehouse + per-truck stock with low-stock forecasting
  • Quotes & Invoices — good-better-best estimates, invoicing and printable docs
  • AI Copilot — context-aware suggestions and a Q&A assistant (rule-based, runs locally)
  • Voice Control — hands-free commands via the browser Web Speech API
  • Accessibility — text zoom, high-contrast theme, text-to-speech

Run locally

npm install
npm run dev   # serves on http://localhost:3000 via http-server

Open http://localhost:3000. All data lives in the browser (client-side store), so no backend or database is required.

Tech

Vanilla JavaScript (ES modules), Chart.js, Lucide icons, CSS custom-property design system. No build step — it's static files. Deployed as a static site behind Apache + Cloudflare.

About

CloseLoop CRM for HVAC field-service teams. Dispatch, jobs, quotes, invoices and inventory in a dependency-light static SPA.

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