◢◤ LEVEL 05 · PATINA CRM1UP · CREDIT 01
BACK TO LEVEL SELECT
LEVEL 05 — PRODUCT INFRASTRUCTURE

Patina CRM

A CRM built for service businesses — contacts, proposals, jobs, invoicing, and Stripe payments in one platform, shaped around how detailers and service pros actually work.

● EARLY ACCESSNext.jsDrizzleNeonStripe
BRIEFING

Service pros are great at their craft and stuck juggling spreadsheets, texts, and sticky notes. Generic CRMs do not help — Salesforce was built for sales teams of fifty, QuickBooks for accountants. Neither knows what a service job looks like.

Patina follows the real flow: inquiry → quote → job → invoice → paid. One place for every job, built around how the business actually operates instead of forcing a workaround.

WHAT IS INSIDE
Contact Management
Every job, note, and conversation for a customer at a glance.
Proposals & Quoting
Pull from a service catalog, set the price, share a link the customer reviews on their phone.
Job Tracking
Scheduled, in progress, done — always know what is on your plate.
Invoicing & Payments
Deposits and full payment through Stripe Checkout, straight to your account.
Service Catalog
Build your menu of services and packages once, reuse them in any quote.
Built for Your Trade
Vehicle profiles, service packages, and before/after galleries for detailers.
WHAT I OWNED
  • Product architecture and the data model built around the service-job lifecycle.
  • A modern stack: Turborepo, Next.js, Drizzle, and Neon.
  • Stripe Checkout integration — no raw card data, which means no PCI compliance headaches.
  • Launched the auto-detailing vertical first, with cleaning, pressure washing, and landscaping modules in development.
ARCHITECTURE
NEXT.JS APP
UI + server actions
▸▸
DRIZZLE → NEON
typed schema, Postgres
▸▸
STRIPE
deposits + payments
// The inquiry → quote → job → invoice → paid lifecycle is the spine everything hangs from.
DECISIONS THAT MATTERED
Model the job lifecycle, not generic sales
Why: service work is inquiry → quote → job → invoice → paid; the data model follows that, not a sales pipeline.
Vertical-first, then expand
Why: shipping auto detailing fully beats launching four half-built trades.
Stripe Checkout to avoid PCI scope
Why: never touching raw card data removes a whole category of compliance risk.
WHAT SHIPPED
  • An auto-detailing CRM in invite-only early access.
  • Contacts → quote → job → invoice → paid, all in one platform.
  • Stripe deposits and payments, with cleaning, pressure washing, and landscaping modules in development.