HomeServ Pro — Customer &

HomeServ Pro — Customer & Job Management Hub

A live internal CRM dashboard that replaced a static spreadsheet — built on Retool with real Google Sheets backend.

The Problem

Most home services businesses track their customers in a Google Sheet that nobody wants to open. There's no easy way to update a record, change a status, or know at a glance which customers are active, pending, or suspended — without scrolling through rows and editing cells manually.

The Solution

I built HomeServ Pro — a fully connected internal tool on Retool that gives operations teams a clean, actionable dashboard to manage customer records in real time. Every action in the dashboard writes directly back to a live Google Sheet — no manual data entry, no refresh needed.

What I Built

Live customer table connected to Google Sheets — pulls all records on load with search and filter built in

Color-coded status badges — Active (green), Pending (orange), Suspended (red) — visible at a glance

Click-to-edit detail panel — click any row and the customer's full name, email, and role load instantly in a side panel

Save Profile Changes — admin edits any field and saves directly back to the correct row in Google Sheets

Deactivate Profile — one click sets status to Suspended, updates the Sheet, refreshes the table, and fires a team notification

Approve / Reactivate — one click restores a Suspended or Pending customer to Active with confirmation toast

Trigger API Sync — refreshes live data from the Sheet and dispatches a webhook notification confirming sync across external systems

Tools Used Retool · Google Sheets

The Result

A working internal tool that any non-technical admin can use without training. Customer status is always visible, always accurate, and always up to date — with zero manual spreadsheet work.