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Professional services platform

Project & Client Management

React + Express + MongoDB system for clients, projects, tasks, time logs, invoices, templates, and Excel/PDF exports.

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Project & Client Management

The challenge

Services firms tracked clients, projects, and billable time across chat, sheets, and email—invoicing lagged delivery, and managers lacked a live utilization view. Without a coherent professional services platform foundation, Project & Client Management stakeholders faced fragmented tools, slow handoffs, and limited visibility—classic failure modes Tekvers designs against.

The solution

Tekvers delivered a MERN-style (React CRA + Express + MongoDB) delivery-ops app covering client → project → task → time → invoice, with role-based API authorization, dashboard/calendar/reports, and file exports. Tekvers delivered a maintainable professional services platform system for Project & Client Management using MongoDB, Express, React, Node.js, with phased rollout, operator workflows, and documentation suited to long-term ownership.

Approach

Role-scoped delivery loop

Employees see assigned projects/tasks and own time logs; managers/admins create projects/tasks/invoices; admin deactivates users and deletes clients/projects.

Operational analytics

Dashboard charts for project/task status, priority, and hours; react-big-calendar for due dates; Reports summary cards + Excel export buttons via `/api/exports`.

Side effects where configured

Time-log mutations maintain `actualHours`; project/task emails fire when SMTP is configured; Socket emits on project mutations (UI not consuming yet).

Deliverables

  • ▸JWT auth (register/login/me) and user management with soft-deactivate
  • ▸Clients, projects, tasks CRUD with statuses/priorities/hours
  • ▸Time logs API + Time Logs page (timer component present but unwired)
  • ▸Invoices module (admin/manager) with INV- numbering
  • ▸Project templates CRUD + from-template API (UI not calling instantiate)
  • ▸Dashboard, calendar, reports; Excel exports; PDF projects export on API
  • ▸Multer uploads API; comments API (no UI); Socket.IO server rooms
  • ▸Documented gaps: payments, OAuth, live timer/file upload in pages, Socket consumers

Outcomes

  • ▸End-to-end delivery ops from client through invoice on one stack
  • ▸Distinct personas with API-enforced permissions
  • ▸Charting and exports without a separate BI tool

Impact

Internal teams replace spreadsheet chaos with a role-aware ops console—while portfolio copy stays precise about which extras are API-only or unwired.

Tech stack

MongoDBExpressReactNode.jsTypeScriptMUIRechartsSocket.IOExcelJSPDFKit

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