Cass&York

Grow across locations without chasing every answer yourself.

Missed follow-ups. Jobs waiting on someone. Information scattered across systems.

We help you find where work gets stuck and connect the information your team needs to act.

Request My Free Workflow Review →
[01] What’s hiding in your systems

There could be valuable work hiding in your systems.

Quotes that never received another follow-up.
Customers who may be due for service.
Completed jobs waiting for missing details before anyone can send an invoice.

Your team may already have the information. Finding it and deciding what to do next takes work.

We help you connect those pieces.

[02] The free review

Find one gap. See how to close it.

Choose one process that causes missed opportunities, delays, or extra work. We’ll review a small set of records and build a working example showing how that process could improve.

Here’s what you get, free.

01Findings your team can act on

See which records need attention, why they matter, and what someone should do next.

02An estimate of what fixing the gap could be worth

For missed follow-ups, we use your job sizes, margins, and past results to estimate potential value. For manual work, we estimate the time your team could save.

03A working example using your records

See how information could come together, flag a problem, and give the right person a clear next step.

04A recommendation for what comes next

Know what your team can act on now and what would need to be built for this to work consistently.

Request My Free Workflow Review →

We confirm the scope with you before starting. You keep the findings whether or not you hire us.

[03] An example

What could we find?

Suppose quotes are sitting without a follow-up.

We review an agreed set of quotes and customer activity, identify which customers may be worth contacting, and explain why.

Then we demonstrate how those opportunities could reach the right person with the context needed to follow up.

You leave with a reviewed list your team can use and an example of how to catch similar opportunities going forward.
Example workflowQuote follow-up
QuotesAn agreed set of open quotes
Reviewed
Customer activityLast contact, history, and job size
Connected
OpportunityCustomer worth contacting, and why
Flagged
Next stepThe right person, with context to follow up
Assigned
[04] Beyond the review

A small first step toward a business that runs with less chasing.

If the review reveals a problem worth solving, we can help you:

01Keep customer follow-ups moving.
02Catch delayed jobs and unfinished handoffs.
03Give sales, operations, and finance the information each team needs.
04Bring new locations into shared processes and reporting.
[05] Selected work

We can build what we recommend.

Horizon Roofing

◆ Case study · Estimating · Workflow Automation · Construction

From estimating inputs to approved quotes in one operational system.

Cass & York rebuilt Horizon Roofing’s quoting application around the full lifecycle of creating, pricing, reviewing, approving, and managing roofing estimates.

Client
Horizon Roofing
Sector
Construction / Roofing
Services
Custom Operations Software, Software Modernization, Workflow Automation, PDF Generation
Stack
.NET · PostgreSQL
Drop: quote builder screenshot (16:8)

[01] The operation

Quoting is more than generating a number.

The workflow involves project information, roof specifications, pricing rules, additional items, notes, attachments, internal review, approvals, historical quotes, customer records, and the final document delivered to the customer.

Horizon needed that process represented as a structured operational system.

[02] The existing systems

An existing quoting application and the records behind each estimate.

Horizon already had a quoting application built with Next.js and Supabase. Its workflow involved project specifications, pricing settings, customer records, attachments, approvals, and quote documents.

[03] The gap

The quote needed a complete operational lifecycle.

Creating a quote was only one part of the job. Pricing, internal review, approvals, revisions, and history needed to work together as structured business records.

[04] What we built

The full quote lifecycle, modeled as software.

Cass & York rebuilt the application using a new .NET and PostgreSQL architecture and modeled the business processes behind the quote lifecycle.

The underlying system models quotes, companies, locations, pricing settings, approvals, notes, attachments, users, and activity as structured business records.

  • 01Multi step quote creation
  • 02Pricing calculations
  • 03Roof and project information
  • 04Additional item pricing
  • 05Notes and file attachments
  • 06Approval workflows
  • 07Quote editing and renewal
  • 08Archiving and quote history
  • 09Company and location records
  • 10User management
  • 11Administrative settings
  • 12Activity logging
  • 13Reporting
  • 14PDF quote generation

[05] Systems involved

The tools and records connected by the work.

  • 01Existing Next.js and Supabase application
  • 02New .NET application
  • 03PostgreSQL
  • 04Server-side PDF generation

[06] The resulting workflow

One system from project information to reporting.

01

Project information

02

Estimate inputs

03

Pricing rules

04

Quote review

05

Approval

06

Generated quote

07

History & reporting

The application brings those stages into one system rather than treating the quote as a standalone document.

[07] Modernizing the application

Keep the workflow. Replace the foundation.

The project also involved migrating the application away from its previous Next.js and Supabase implementation.

The architecture is secondary to the business goal: creating a maintainable system around an important operational workflow.

  • 01ASP.NET Core Blazor Server
  • 02C#
  • 03Entity Framework Core
  • 04PostgreSQL
  • 05ASP.NET Core Identity
  • 06Docker
  • 07Server side PDF generation

[08] Capabilities used

The capabilities behind the platform.

Custom Operations Software

A purpose built system around estimating and quoting.

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Workflow Automation

Pricing, approvals, lifecycle states, and document generation represented directly in software.

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Software Modernization

Existing application functionality moved onto a different technical foundation.

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Vintel / GovIntel

◆ Case study · Systems Integration · Customer Operations

Connecting onboarding, provisioning, CRM, inventory, and billing.

Cass & York worked across a connected set of customer facing and internal systems spanning onboarding, account management, automated provisioning, CRM, inventory, billing, ecommerce, and operational synchronization.

Client
Vintel / GovIntel
Sector
B2B Operations
Services
Portals, Systems Integration, Custom Operations Software, Data Synchronization
Stack
Strategy · Design · Engineering
Drop: product screenshot (16:8)

[01] The operation

Customer operations rarely live inside one platform.

The challenge is keeping the systems aligned while giving both the customer and internal team a usable interface.

  • 01Signup
  • 02Authentication
  • 03Customer records
  • 04CRM
  • 05Inventory
  • 06Product data
  • 07Provisioning
  • 08Billing
  • 09Payments
  • 10Administration

[02] The existing systems

Customer operations crossed CRM, inventory, and billing.

The environment included Zoho CRM and inventory alongside signup, billing, ecommerce, and pricing applications. Customer and financial records needed to stay aligned across them.

[03] The gap

One customer journey crossed several applications.

Signup, provisioning, support, and billing depended on information held in different systems. The gap was coordinating those records while giving customers and administrators usable interfaces.

[04] What we built

A B2B customer portal and the systems around it.

The surrounding ecosystem included billing, signup, ecommerce, and pricing applications.

  • 01Authentication
  • 02Role separation
  • 03Customer onboarding
  • 04Customer dashboard
  • 05Automated provisioning
  • 06Customer records
  • 07Administrative management
  • 08Integration testing
  • 09Synchronization monitoring

[05] Zoho integration

CRM and inventory connected to the customer lifecycle.

A separate Go synchronization service supported heavier synchronization workloads, while logs and monitoring exposed integration activity.

  • 01Contacts
  • 02Accounts
  • 03Products
  • 04Customers
  • 05Invoices
  • 06Payments
  • 07Subscriptions
  • 08Sales orders
  • 09Contact persons

[06] Systems involved

The tools and records connected by the work.

  • 01Zoho CRM
  • 02Zoho inventory
  • 03Signup and customer portal
  • 04Billing and ecommerce applications
  • 05Go synchronization service
  • 06Integration logs and monitoring

[07] The resulting workflow

One customer lifecycle across several systems.

01

Customer signup

02

Onboarding

03

Customer record

04

Provisioning

05

CRM / Inventory synchronization

06

Billing & account operations

07

Administration & monitoring

[08] Capabilities used

The capabilities behind the platform.

Portals

Customer facing access and internal administration.

Explore →

Systems Integration

Customer operations connected with Zoho and adjacent systems.

Explore →

Data Synchronization

Integration state, events, webhooks, retries, and processing logs.

Explore →

Custom Operations Software

Software modeled around the customer lifecycle rather than one SaaS product.

Explore →
[06] Process

How it works

1

Tell us where work gets stuck.

Send a short description of the process and the systems involved.

2

Agree on one useful question to answer.

We confirm whether the review is a fit and what records we need. A small export or walkthrough may be enough.

3

Review the findings and working example.

See what we found, what your team can act on, and whether further work makes sense.

Start with one process

Find the first workflow worth fixing.

Start with one process. Get useful findings and see what a better way of working could look like.

Free for businesses with a workflow we can meaningfully review within this scope. No purchase required.

Request your free workflow review

Tell us where work gets stuck. We’ll review your request and contact you to confirm whether it’s a fit.

What would you like to fix?