Our Work Home-services franchise network

One customer record across CRM and field service

An operations platform that mirrors customers, appointments, and documents between GoHighLevel and FieldRoutes — so franchise staff work from one screen, and the business owns its own data.

IndustryHome-services franchise network
DeliveredApril 2026
Services Enterprise AutomationWeb Development
2 systems
GoHighLevel and FieldRoutes, kept in sync
01 · THE PROBLEM

Two systems, one customer, no agreement.

GoHighLevel held contacts, marketing, and SMS. FieldRoutes held customers, subscriptions, appointments, and service documents. The same person existed in both — differently.

Duplication

Which record is right?

Statuses drifted between the CRM and the field-service system with nothing reconciling them.

Context switching

Where do I book this?

Scheduling a walkthrough meant leaving the CRM the staff were already working in.

Ownership

Who holds our data?

The field-service history existed only inside a vendor's platform, on the vendor's terms.

02 · THE APPROACH

One screen. One record. Your data.

  1. i.

    Mirror everything locally.

    Every FieldRoutes record — customers, subscriptions, appointments, documents, photos — is stored in the platform's own database, so the business keeps operating independently of the vendor.

  2. ii.

    Bring the work into the CRM.

    Authenticated panels render inside GoHighLevel contact pages. Walkthroughs and service calls are booked from the contact and sync to FieldRoutes.

  3. iii.

    Route and reach automatically.

    ZIP-based franchise routing for every customer and lead, and SMS campaigns that check serviceability before they send.

03 · SYSTEM ARCHITECTURE
GoHighLevel
Contacts · marketing · SMS · embedded panels
Customer operations platform
Two-way sync · scheduling · campaigns · reporting
FieldRoutes
Customers · subscriptions · appointments · documents
Also connected
PostgreSQL mirror of all field-service dataObject storage for documents & photosSlack alertsMCP server for AI agents

The platform sits between the two systems and becomes the place staff actually work; both vendors keep doing what they're good at underneath.

04 · CORE CAPABILITIES

What the system does.

CAP 01 · Customer sync

Two-way mirroring

GoHighLevel ↔ FieldRoutes customer sync with dynamic status resolution, so both systems agree on who the customer is and what stage they're at.

Sync
CAP 02 · Embeds

Work inside the CRM

JWT-authenticated panels rendered in GoHighLevel contact pages. Property walkthroughs and service calls booked from the contact itself.

JWT / Embeds
CAP 03 · Routing

Right franchise, automatically

ZIP-based routing sends every customer and lead to the correct franchise without anyone deciding.

ZIP routing
CAP 04 · Campaigns

SMS that checks itself

Bulk winback campaigns enriched with FieldRoutes status and ZIP serviceability, so messages only go to people the network can serve.

SMS / Winback
CAP 05 · Reporting

Spend to conversion

Postcard-match ROI reporting that ties marketing spend to real conversions, plus consolidated dashboards across every franchise.

ROI / Dashboards
CAP 06 · Documents

Owned, not rented

Documents and photos held in object storage and served through an internal proxy; welcome letters generated and sent through the CRM.

Storage / Proxy

One screen. One record. Your data.

Unify

One customer across both systems.

Embed

Work where the staff already are.

Own

A complete local copy of operational data.

05 · THE RESULT

What changed.

Staff manage a customer, book their appointment, and message them from one screen. The two systems agree on who the customer is and what stage they’re at. And the business holds a complete copy of its own operational data — on its own terms.

Integrations use an adapter pattern, so a new interface can ship before its credentials are configured.

06 · TECHNOLOGY FOUNDATION

Built on.

Frontend
React 18ViteWouterTanStack Queryshadcn/uiTailwind CSS
Backend
Node.jsExpressPassport.jsGoogle OAuthGoHighLevel SSO + JWT
Data & connections
PostgreSQLDrizzle ORMObject storageGoHighLevel Marketplace AppFieldRoutes APISlackMCP

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