Software Project

Pitch Ledger

A small-business CRM as a progressive web app, originally built for a piano tuning business. Customer records, appointment tracking, quarterly tax rollups, email/SMS invoicing with a Venmo payment link, and a marketing-blast tool that knows not to spam recent customers.

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Overview

What it is

Pitch Ledger is a lightweight CRM for a one-or-two-person service business. The first deployment is for a piano tuner, but the data model and workflow translate directly to other appointment-driven small businesses: lawn care, mobile repair, tutoring, in-home services.

The app installs as a PWA so it lives on a phone home screen and runs full-screen, with a Back4App-hosted Parse backend providing authentication and per-user data isolation. Every record is saved with an ACL tied to the logged-in user, so two businesses sharing the same deployment never see each other's customers.

Screenshots

The app, on a phone

Pitch Ledger Customers tab showing the New customer form with name, phone, address, email, and contact preference fields
Customers — add a new customer with contact info, reminder preferences, and notes.
Pitch Ledger Sales Reports tab showing outstanding invoices, monthly totals, and a quarterly filing snapshot
Sales Reports — outstanding invoices, monthly totals, and a quarterly tax snapshot for filing.
Pitch Ledger Appointments tab with a next-2-weeks list and a month calendar view
Appointments — next-two-weeks list plus a full month calendar.
Pitch Ledger Invoicing tab with sections for not yet invoiced, invoiced not yet paid, and paid in the last two weeks
Invoicing — draft, send, and mark paid, with Email / Text / Copy actions and a Venmo link per invoice.
Pitch Ledger Follow-ups tab with sections for future appointment reminders, customers due for the next tuning, and post-appointment check-ins
Follow-ups — future-appointment reminders, customers due for the next tuning, and post-appointment check-ins.

Features

What it does

Customers and Appointments

  • Full customer CRUD: name, address, email, phone, reminder preferences, notes
  • Appointments tracked with date, status, base price, tax, and notes
  • Per-user ACLs so each business's data is private

Money

  • Quarterly sales and tax rollups for filing
  • Draft invoices by email or SMS with a Venmo payment link baked in

Outreach

  • Reminder queue based on each customer's last completed appointment
  • Follow-up queue for post-service check-ins
  • Marketing blasts with smart exclusion so recently serviced customers don't get pestered

Stack

How it's built

The frontend is a Vite-built TypeScript PWA that runs as a single installable app on any modern phone or browser. State and storage live in Parse Server (Back4App), with Parse classes for Customer, Appointment, Business_Settings, and CommunicationLog. Every saved object carries an owner-scoped ACL plus ownerId/ ownerUsername fields for filtering.

Email and SMS go through Parse Cloud Functions instead of opening the device's mailto:/sms: handlers, so the messages are sent from the business identity rather than the phone: Resend for email, Twilio for SMS. Cloud Functions like sendBusinessEmail, sendBusinessSms, and sendMarketingBlast do the actual delivery and write back to the CommunicationLog.

Deployment is via GitHub Pages with a custom domain (ppcm.ulrichlabs.dev); a GitHub Actions workflow builds and publishes on push to main, with environment-specific Parse keys held as repository secrets.