Case study 01 · Operating software
Horizline: from scattered client work to one operating record
The system Kirk & Co. built to run its own client work, and now offers to contractors and service businesses.
- Problem
- Client records, inquiries, invoicing and follow-up sat in too many places to give one view of the work.
- Built
- One record per customer from the first call to the paid invoice: leads, quotes, jobs with their tasks and crew, payments from Stripe, and email from the record.
- Changed
- The in-house system became Horizline, a product with two published plans.







