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Mobile App Development · Delivered Case Study

FilterBook – CRM, Billing & Service Management Platform for RO Water Purifier Businesses

FilterBook is a CRM and service management platform built for RO water purifier sales and service businesses. It replaces paper registers and spreadsheets with automatic service scheduling, WhatsApp PDF invoices, QR-code complaint registration, AMC contract tracking with audit logs, and a shareable digital product catalogue across Android, iOS, and Web.

Client: FilterBook by Vision Technolabs
Industry: B2B SaaS / CRM / Field Service Management / Retail & After-Sales Service
Timeline: 12 Weeks
Region: India
Live URL:com.visiontechnolabs.filterbook
Discuss a Similar Build Live WebsiteView Platform Screens ↓
Verified ROI Bank-Grade Code
Mobile App Development
FilterBook – CRM, Billing & Service Management Platform for RO Water Purifier Businesses Preview
Click to View Full Showcase ↓

Quantified Business Outcomes

Every engineering milestone tied directly to verifiable application speed, scalability, and bottom-line revenue impact.

Production Deployed
4-in-1App, Web, Admin & QR
100%Auto Service Schedules
<1 minQR Complaint Logging
InstantWhatsApp PDF Invoices
React Native (Expo)PHP 7.4+ / 8.xCodeIgniter 3 MVCMySQL / MariaDBREST API & Stateless JWT (HS256)Meta WhatsApp Cloud APITCPDF (A4 PDF Invoices)Expo Push & Firebase FCMBootstrap 5.3 & DataTablesDLT SMS OTP GatewayZoho SMTP
React Native (Expo)PHP 7.4+ / 8.xCodeIgniter 3 MVCMySQL / MariaDBREST API & Stateless JWT (HS256)Meta WhatsApp Cloud APITCPDF (A4 PDF Invoices)Expo Push & Firebase FCMBootstrap 5.3 & DataTablesDLT SMS OTP GatewayZoho SMTP
Platform Visuals & Interface Walkthrough

High-Fidelity Interface Showcase & Multi-Device Experience

Explore the production-deployed UI engineered for effortless customer booking, responsive multi-device adaptability, and streamlined operational control.

https://play.google.com/store/apps/details?id=com.visiontechnolabs.filterbook↗
Live DeploymentVisit Live Site
FilterBook – CRM, Billing & Service Management Platform for RO Water Purifier Businesses
Active ScreenOmnichannel RO Service SaaS — Android & iOS Mobile App, Vendor Web Panel & Public QR Portals

Visual Gallery & Platform Screens

Click any screen to open the interactive high-resolution preview.

6 Screens Available
Omnichannel RO Service SaaS — Android & iOS Mobile App, Vendor Web Panel & Public QR Portals
Preview
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Thakar Mart — Role-Secured Governance Portal & Audit Log Cockpit
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Fitcket — Interactive Responsive Experience & Touchpoint Journey
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SiteDesk — Automated Document Generation & Compliance Verification Records
Preview
Strategic Engineering

The Challenge & The Vision Architectural Solution

How we deconstructed technical debt, eliminated bottlenecks, and delivered an uncompromising system.

The Business Challenge

Legacy Bottlenecks & Growth Hurdles

Water purifier businesses depend on long relationships after the sale—filter replacements, periodic maintenance visits, Annual Maintenance Contract (AMC) renewals, and rapid complaint resolution. Most shop owners managed hundreds of customers in paper diaries or disconnected Excel sheets, leading to missed recurring service dates, lost AMC renewal revenue once contracts expired, slow phone-based complaint handling, tedious manual invoice writing, and no simple way to share a digital product catalogue with prospective buyers or view orders, services, and complaints in one unified dashboard.

The Vision Solution

Modern Architecture & Scale

Vision engineered FilterBook, a 4-tier multi-tenant SaaS ecosystem comprising a React Native (Expo) mobile app for Android and iOS, a Vendor Web Admin Panel, a Super Admin Console, and zero-login Public QR Web Pages. When an order is saved, FilterBook automatically generates the customer's full recurring maintenance schedule, renders an itemized A4 PDF invoice with upcoming service dates via TCPDF, and delivers it directly to the customer's WhatsApp via the Meta WhatsApp Cloud API. Customers register complaints in under a minute by scanning a QR code on their purifier, triggering instant push notifications to the shop owner's phone.

Modular Architecture

Core System Modules & Feature Breakdown

A high-cohesion, low-coupling module hierarchy engineered to power seamless customer reservations and enterprise fleet management.

01

Real-Time Business Dashboard & Smart Alerts

Live operational command center tracking monthly and lifetime business KPIs alongside automated daily push reminders.

  • Live counters for total customers, orders, active vs. expired AMCs, open vs. solved complaints, and pending vs. completed services
  • At-a-glance priority lists for upcoming service visits, expiring AMC contracts, and newly submitted customer complaints
  • Scheduled background jobs identifying services due today and tomorrow with automated push alerts to the owner's phones
  • Multi-device session synchronization ensuring push notifications reach every signed-in device
02

Orders, Auto-Scheduling & WhatsApp PDF Invoices

One-step order entry that simultaneously builds the maintenance calendar and dispatches a branded invoice on WhatsApp.

  • Smart 10-digit mobile number lookup that retrieves existing customer profiles or creates new accounts automatically
  • Automated recurring service calendar generation based on purchase date, interval (e.g., every 3 or 6 months), and service count
  • Dynamic TCPDF generation producing branded A4 invoices with itemized pricing and the complete upcoming service schedule
  • Zero-click Meta WhatsApp Cloud API integration uploading and sending the PDF invoice directly to the customer's WhatsApp
03

Service Tracker & AMC Contract Management

End-to-end lifecycle tracking for routine filter maintenance visits and Annual Maintenance Contracts with full audit history.

  • Interactive service tracker filtering scheduled visits by Pending or Done across any month and year
  • Custom standalone service plans for customers who purchased purifiers elsewhere but enroll for recurring maintenance
  • AMC contract engine tracking start/end dates, contract value, remaining days, Active/Expired badges, and duplicate protection
  • Immutable audit log recording every AMC creation, modification, and deletion with before-and-after field snapshots
04

Zero-Login QR Complaint System

Frictionless QR-based support workflow allowing customers to report purifier issues in seconds without installing an app.

  • Customer scans the shop's QR code sticker on their purifier, selects their product and issue type, and submits a ticket
  • Instant real-time push notification dispatched via Expo Push / FCM to the shop owner's mobile app
  • Centralized complaint queue allowing technicians and owners to transition tickets from Pending to Solved
  • Complete complaint history tied to the customer's profile for informed field technician visits
05

Inventory & Shareable QR Digital Catalogue

Integrated stock control paired with a public-facing digital storefront shareable via a single QR code.

  • Catalog and inventory management covering categories, purifier models, brands, units, stock quantities, and purchase/selling prices
  • Public digital product catalogue showcasing featured RO models with high-res photos, specifications, and pricing
  • Single shareable QR code and link for showroom counters, visiting cards, and social media marketing
  • Built-in 'Enquire on WhatsApp' button on every product card to turn catalogue browsers into direct sales leads
06

Multi-Tenant Super Admin & Security Architecture

Platform-level governance console with stateless JWT security, SMS OTP authentication, and remote session control.

  • Super Admin Console overseeing all registered RO businesses, platform-wide orders, complaints, and tenant customer bases
  • Instant tenant lifecycle controls to activate, suspend, or inspect any registered vendor account
  • DLT-compliant SMS OTP registration/login, stateless HS256 JWT authentication, and server-side remote token invalidation
  • Zoho SMTP password recovery, self-service account deletion compliance, and built-in Privacy, Terms & Refund policy pages
Milestones Delivered

Key Engineering Deliverables & Artifacts

Core software components transferred to the client with full IP ownership.

Cross-Platform Mobile Application for Android & iOS (React Native / Expo)

Designed for high concurrency, automated testing coverage, and zero downtime.

Vendor Web Admin Panel for Store, Order, Service & AMC Operations

Designed for high concurrency, automated testing coverage, and zero downtime.

Multi-Tenant Super Admin Console for Platform-Wide Business Governance

Designed for high concurrency, automated testing coverage, and zero downtime.

Public QR Complaint Registration Portal (Zero App or Login Required)

Designed for high concurrency, automated testing coverage, and zero downtime.

Shareable Public QR Digital Product Catalogue with Direct WhatsApp Enquiry

Designed for high concurrency, automated testing coverage, and zero downtime.

Automated TCPDF A4 Invoice Generator & Meta WhatsApp Cloud API Delivery

Designed for high concurrency, automated testing coverage, and zero downtime.

AMC Contract Lifecycle Engine with Duplicate Protection & Full Audit Logs

Designed for high concurrency, automated testing coverage, and zero downtime.

Automated Daily Cron Reminders via Expo Push & Firebase Cloud Messaging (FCM)

Designed for high concurrency, automated testing coverage, and zero downtime.

★★★★★

“FilterBook replaced all our paper registers. Now whenever we sell an RO purifier, the customer immediately gets a PDF bill with their service dates on WhatsApp, our team gets daily reminders for filter changes, and customers just scan our QR code to log a complaint.”

P
Product & Operations TeamSaaS Platform Division, FilterBook by Vision Technolabs
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