Reno Assist

Overview

A comprehensive lead management platform designed to connect vendors with homeowner leads across multiple service categories. The system enables seamless lead acquisition, pipeline management, and vendor operations with real-time updates and automated backend workflows.

The Challenge

Vendors needed a centralized platform to:

• Discover and claim qualified leads efficiently

• Manage their sales pipeline with customizable stages

• Track credits and subscription plans transparently

• Define and adjust their service coverage areas dynamically

Solution

Product Functionality and User Experience

Lead management:

• Real-time updates with flexible filtering by category (kitchen renovation, garage conversion, etc.)

• Scrollable dropdown replacing choice chips for improved UX

• Live counts of available leads per category

• Pass or claim leads based on credit availability

Instant notifications:

• Claiming a lead triggers immediate email with contact details

• Automatic updates to contacts page for easy access

• Date range filtering for claimed leads including custom ranges

Pipeline management:

• Reorder, rename, add, or delete stages (except immutable "New Lead" stage)

• Color-coded stages for visual management

• Leads automatically move to "New Lead" when their stage is deleted

• Full workflow customization for vendors

Profile and account settings:

• Real-time updates to business info and profile images

• Coverage area management with radius adjustments

• Automatic credit balance updates upon claiming leads

• Membership plan tags on profiles

Backend Architecture and Automation

About 60% of app logic operates via backend automation triggered by single user actions like passing or claiming leads. This reduces manual intervention and enhances scalability.

Key automations:

• Passing a lead: Backend removes the lead from the vendor's list automatically.

• Claiming a lead: Verifies credits, completes claim or prompts upgrade, then adds to contacts and pipeline.

• OTP verification: Integrates Firebase tokens with edge functions for new user creation or migration.

Database Design and Security

Data privacy:

• Lead data is masked for unclaimed leads.

• Contact details are only visible after claim confirmation.

Database structure:

• 167 active vendor records migrated from Zano (linked by email)

• 7 lead categories under construction services, each linked to form questions

• 4 credit tiers: Pro, Partner, Executive, Enterprise

Credit management:

• Automated credit ledger tracking all transactions

• Transparent balance updates (e.g., 13 credits deducted: 111 to 98)

• No manual reconciliation required

Technical Implementation

Custom FlutterFlow components:

• Date range pickers

• Pipeline management UI

• Coverage area maps

• Multi-select dropdowns

Edge functions:

• Authentication

• Lead creation

• Claim/pass logic

• Lead summary generation (via cost-effective open-source API)

Architecture approach:

• Modular page organization (auth, main app, draft/future pages)

• Shared components and custom widgets for reusability

• Constants for dynamic filter/sort options

Technical Highlights

Backend automation at scale

Approximately 60% of application logic runs automatically via cloud edge functions, triggered by single user actions. This dramatically reduces manual intervention and enables the platform to scale seamlessly as vendor and lead volume grows.

Real-time data synchronization

Supabase subscriptions ensure all users see current information instantly. When a vendor claims a lead, passes on an opportunity, or updates their pipeline, changes reflect immediately across all interfaces without page refreshes.

Security-first architecture

Lead contact information is masked until vendors commit credits to claim them. This protects homeowner privacy while incentivizing vendor engagement. All authentication flows leverage Firebase tokens integrated with Supabase edge functions for secure user management.

Zero-cost AI integration

Lead summaries are generated using a nearly free open-source API, delivering value-added insights to vendors while controlling operational expenses.

Results and Impact

Client Testimonial

Key Takeaways

1. Backend-first approach reduced client-side complexity and improved maintainability.

2. Real-time subscriptions ensure vendors always see current information.

3. Modular architecture enables rapid feature development.

4. Credit-based system creates a transparent vendor engagement model.