Guidis Tech CRM leverages an enterprise decoupled architecture designed for rapid responsiveness and extreme scalability.

Tech Stack Overview

Access control is managed via Directus System Roles. Each staff member is assigned permissions based on operational responsibility.

Role Matrix

• Administrator: Full read/write/delete access across all collections, financial settings, and API developer credentials.
• Dispatch & Operations Manager: Can manage estimates, modify jobs, update status lifecycles, and assign field operators.
• Field Operator / Crew Member: Mobile access to view assigned work orders, read site hazards, update status to In Progress, and upload jobsite photos.

Estimates allow you to present professional proposals to clients with dynamic itemization.

Key Proposal Fields

{
  "estimate_number": "EST-2026-0814",
  "customer_id": 42,
  "title": "Tree Removal & Forestry Mulching",
  "line_items": [
    { "description": "Oak Tree Removal", "quantity": 1, "unit_price": 1200, "total": 1200 },
    { "description": "Stump Grinding", "quantity": 2, "unit_price": 250, "total": 500 }
  ],
  "subtotal": 1700,
  "tax_rate": 0.07,
  "total_amount": 1819,
  "status": "sent"
}

Clients review and sign proposals via a mobile-friendly link (/signing/[estimateId]).

Signature Workflow

When a client draws their signature and clicks "Accept & Sign Proposal":

1. The canvas signature is converted to a PNG file blob server-side.
2. The PNG file is saved to directus_files and automatically assigned to the Signatures folder.
3. The generated File UUID is stored in estimates.signature_image.
4. The estimate status automatically updates to approved.

When scope changes occur on approved projects, click "Revise & Create Change Order" in the estimate modal.

This automatically sets the existing estimate status to superceded and creates a draft copy ready for client review.

The Work Order Details modal displays customer contact information, property navigation links, line-item scope, assigned operators, and site safety warnings.

In the Edit Job modal, type any crew member's name into the operator input field. Press Enter or click a suggested operator tag to assign them to the job.

Flag critical site safety items in the Edit Job modal (e.g. Overhead Power Lines, Unrestrained Pets, Septic Field). These warnings appear highlighted in red on the Work Order modal for field operators.

Field crews can upload multiple jobsite photos directly from their smartphone camera. Photos preview instantly and save straight to Directus.

All uploads from the CRM are automatically organized in your Directus File Library:

• Signatures Folder: Stores all customer proposal signature PNG images.
• Completed Projects Folder: Stores all proof-of-work jobsite photos uploaded upon job completion.

Clicking "Notify Customer" triggers an automated SMS: "Hey [Customer Name], our crew is on the way to your property!".

Event triggers dispatch payloads to n8n webhooks for automated email delivery and contract archiving.

Connect your company Facebook Page to sync incoming DMs directly into your CRM communications hub and schedule social media posts.

Configure company name, business phone, default tax percentages, and Google/Facebook developer credentials in Settings.

Every action (create, update, delete) is logged in the CRM Audit Trail. Data deletion requests are fulfilled via our GDPR Self-Service Portal.