Coreshift Technology.

IWho owns the task?

Custom Applications

Who owns the task? What happens next? Where are things stored and accessed?

CoreShift builds custom web and mobile applications, internal tools and CRMs. If the answer depends on opening three spreadsheets or asking the person who was here yesterday, the tool is part of the problem. We build the tool, customer records, quotes, requests, dispatch, financials, document management and project updates in one place your team uses together, connected to your other systems of record: your website, QuickBooks, estimating software and more.

IIFour things every application gets

Four things every CoreShift application gets.

A laptop open on a dark desk showing a terminal session, warm light from one side.

Discovery

Built around your workflow

Discovery maps the roles, the data, and the decisions that need a person before anything is designed. The Blueprint you sign off is the state machine, the human gates, the integrations and the acceptance criteria.

An integrations panel on a monitor, connected services shown as a grid of cards.

One codebase

Web and mobile from one codebase

Next.js for the browser, Expo for iOS and Android, the same backend and permissions behind both, so the office and the field see the same record.

An audit log console on a monitor, rows of monospace entries in amber.

Access

Role-based access

Each role sees and changes what the Blueprint says it can, and nothing else. An administrator role is a role like any other, with its own scope.

A rack-mounted storage array, rows of drive bays picked out by warm light.

Data

Your data, your schema

Schema-per-tenant isolation, scoped at the connection rather than filtered in application code. Export and code ownership are agreed in the Blueprint, so nobody discovers them at handover.

IIIWhat we build

What we build.

Most of what we build is one of four kinds. Many projects combine them.

Internal tools and CRMs

One place for your customers, members or jobs: who owns each record, what it is waiting on, and the report nobody has to rebuild in a spreadsheet every Monday.

Example: Membership CRM for Baig Medical Group

Operations applications

Quotes, projects, scheduling, time and billing in one chain, so a job moves from the first request to the final invoice without being typed in twice.

Example: DiegoTech Operations

Mobile apps

iOS and Android apps that share the same records and permissions as your office system, so the field and the office are looking at the same job.

Example: Auto Solar Service field platform

Connections between systems

Your website, store, accounting and project tools kept in step, with one system named as the owner of each record so nothing gets overwritten.

Example: Precision Electric: Sage and Procore

IVThe applications we have built

Four client applications

The applications we have built.

Internal tools and CRMs

Membership CRM

A membership and leads CRM built for a subscription business. Modules, in the order the app shows them: Member Lookup · Calendar · Dashboard · Contacts · Leads · Members · Tasks · Settings.

Membership CRM · demo, 10 min
  • A dashboard with live figures: covered members (subscriptions, couples, and members who pay by check), monthly recurring revenue as the sum of live plan prices, the cohort charging on the next billing date, new enquiries and the open queue.
  • A needs-attention feed, a checkout started but never completed, for example, so a person can follow up.
  • Tier mix across the client's three membership tiers.
  • Figures derived from a one-way mirror of the client's commerce system: a one-way WooCommerce → CRM sync (webhook-drain) with a visible last-successful-sync timestamp, and manual registration for members who pay by check.
  • A staff-facing view over the three tiers. No personal health information is held in it.
  • Stack: Next.js and Prisma on MariaDB. Role-based access; an Administrator role is one of them.
  • Office-visit and telehealth appointments on the calendar, booked through the BMG Monitor assistant.
  • Care logged against the membership, with an undo for the last entry.

The CRM itself is private and is not linked.

Read the membership CRM case

Operations applications · DiegoTech

DiegoTech Operations

A browser-based operations application for a technology and IT services company. Modules from the sidebar: Dashboard · CRM · Quotes · Projects · Dispatch · Calendar · Tickets · T&E · Billing · Reports · Knowledge · Administration.

DiegoTech Operations · demo, 16 min
  • One dashboard for the shop: open tickets, active projects, open leads, a sales inbox, unbilled revenue (labor not yet invoiced), and hours over the last 30 days, billed and uplift.
  • Tickets with an ID scheme, customer, assigned technician, description, status (Open, In Progress, returning) and created time. Global search by ID or name.
  • Quotes → Projects → Dispatch → T&E → Billing as one chain: a quote becomes a project, work is dispatched to a technician, time and expenses are logged against it, and it is billed, so “unbilled revenue” is a number the owner can see, not a question for the bookkeeper.
  • Knowledge base and administration in the same tool.
  • True hours and billed hours kept as two separate numbers; unbilled activity becomes an invoice that goes to QuickBooks.
  • The DiegoTech Ops assistant, in the application and on Telegram: it looks up tickets, customers and quotes, logs time, mileage and expenses, and creates leads, quotes and projects, acting as the signed-in user and writing nothing until confirmed.
See the showcase Read the DiegoTech Operations case

Ecommerce operations · RF Supplements

RF Supplements Operations

The operations command centre for the business, at ops.rfsupplements.com: orders, logistics and shipping, affiliates, an athlete program, contacts and inquiries, tasks, and sales analysis, wrapped around a WooCommerce store on a live sync from the shop. Staff sign in; it is not a public site.

RF Supplements Operations · demo, 10 min
RF Supplements support bot · demo, 4 min
  • Modules from the sidebar: Dashboard · Orders · Contacts · Inquiries · Athlete Program · Affiliates · Products · Tasks · Users · Sync · Audit.
  • A dashboard of the things that need a person today: orders processing too long, on hold, failed, inquiries with no owner, no reply after a day, low or out-of-stock items, your tasks, and whether the shop sync is healthy.
  • Sales analysis over any period: net and total sales, orders, average order, items, new and returning customers, refunds, top products and top coupons, each against the prior period.
  • Affiliates and an athlete program run inside the same tool, so a referral, an application and an order are one record chain.
  • Marketing campaigns, offline order registration, and Boomerang: a discount offer that brings back shoppers who browsed or added to cart but never finished the purchase.
  • A support bot sits on top of it. See the RF Supplements support bot.
Read the RF Supplements Operations case

Solar field service · autosolarservice.com

Auto Solar Service

A multi-tenant application for solar field service, and the one place you can see all three pillars in one system. A fault alert arrives from the field, gets dispatched to a technician, and ends as an invoice, one record, one thread, no re-keying between three tools. Precision Electric is the initial tenant.

CoreShift also built both of its websites: autosolarservice.com, where a homeowner enrols a system in a monitoring plan, and license.autosolarservice.com, where another service company licenses the platform for its own crews.

Demo · 8 min

A walkthrough of the field-service platform: fault alerts translated into one standard code, dispatched by zone to a technician, and closed as an invoice.

Around that run four things the crews actually asked for: an admin interface for the office; an error-code translation layer that turns a manufacturer's fault code into a sentence a technician can act on before leaving the yard; customer management, so the job history sits with the site rather than in an inbox; and parts management, so the truck is loaded against what the fault says is wrong. It is multi-tenant on the same isolation model everything else here runs on, one schema per tenant, scoped at the connection.

VWhat's included

What's included in every application engagement.

Screens and roles

Agreed in the Blueprint before code: every screen, every role, and what each role can see and change.

The state machine and human gates

Which states a record moves through, and which transitions wait for a person.

Integrations, named per project

The connections we will deliver are named in the Blueprint, after reviewing interfaces, access permissions, data quality and integration limits.

Acceptance criteria

Written down before the build, so the test at the end is the test agreed at the start.

Handover

Documentation, training and a full data export. Code ownership is set in the Blueprint.

Optional managed run

Hosting, monitoring and fixes, scoped separately from the build.

An application is a place to work.
Automation moves the work along.

People use an application to review records and make decisions. Automation acts on a trigger behind the scenes. A project may need either or both.

The customer sends the useful details. The website, the office, and the follow-up each have a job to do. Here is one way to connect them; you can commission any part on its own.

Website

The customer sends the useful details.

Ask what the job involves, where it is, and how to reach them. Give the office more to work with than “please call me.”

Application

The office has one request to work from.

Keep the job details, assigned person, and missing information together. The next person can pick up where the last one stopped.

Automation

The handoff has a rule.

The rule is written before anything runs, and it has two halves. The automation may act on its own when nothing is at stake: chase a missing document, or put the request in front of the person it was assigned to. It may not contact your customer on its own. So the quote is prepared and then it waits, it leaves only after the reviewer you named has approved it.

Example workflow. Your project defines the tools, connections, and approval rules.

How we work on your application.

  1. Discovery

    Map the current workflow, user roles, data, and systems. Identify the decisions that require a person.

  2. Blueprint and prototype

    Review screens, states, integrations, and acceptance criteria. Agree code ownership, data access, and delivery scope before implementation.

  3. Build and verify

    Review working slices. Test permissions, business rules, imports, failure paths, and the handoffs between systems.

  4. Deployment and handover

    Agree deployment responsibility, documentation, training, export needs, and optional hosting, monitoring, and fixes.

A clear starting point.

Custom Application

Starting from

$3,999

per project

Subject to specifics of the project, including connections to your systems of record such as your website, QuickBooks or estimating software. Final scope and price are agreed before work begins.

Discuss your application

What shapes the quote

  • Workflow and user roles
  • Integrations and existing data
  • Testing, deployment and handover

Ongoing hosting and support are scoped separately.

VIA few things you might be wondering

A few things you might be wondering.

Can you build around our existing systems?

We review the interfaces, access permissions, data quality, and integration limits first. The Blueprint names the connections we will deliver.

Do you build native mobile apps?

Yes, iOS and Android from one Expo codebase, sharing the web application's backend and permissions. Store listing, device features and offline needs are agreed in the Blueprint.

Who owns the code and data?

Data export and code ownership are agreed in the Blueprint. We document account access and deployment responsibilities before handover.

What should we bring to discovery?

A walkthrough of the current task, examples with sensitive data removed, the people involved, and the tools the application needs to work with.

What happens after launch?

We agree support and maintenance as part of the engagement. Managed operation can be scoped separately from the initial build.

Tell us where
the work gets stuck.

The same form as the contact page, with this service already ticked. A few sentences are enough.

What are you interested in?

Choose any that fit. It’s fine not to know yet.

A few sentences are enough. Please leave out passwords, patient information, and other sensitive records.

Whole dollars. A rough number is fine.

VIIWhat are you tired of working around

Let’s talk about the work

What are you tired
of working around?

Show us the spreadsheet, the website, or the task you keep explaining. That’s enough to start a useful conversation. Start a project