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Multi-tenant field-service workspace with CRM, dispatch, invoicing, and follow-ups built with Next.js, FastAPI, PostgreSQL, and Celery.

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CrewPilot OS

CI

A field-service workspace for taking a customer from intake to a scheduled job and invoice. Built with Next.js, FastAPI, PostgreSQL, and Celery, CrewPilot OS brings CRM records, dispatch, billing, and operational follow-ups into one tenant-scoped product.

What the implementation demonstrates

  • Authenticated company workspaces with rotating refresh sessions, role checks, password reset, email verification, team invites, and MFA modules.
  • Customer profiles, service addresses, equipment records, jobs, estimates, invoice line items, and explicit invoice lifecycle actions.
  • Dispatch suggestions that rank technicians by required skills, availability, and overlapping jobs, returning reasons for each score.
  • Analytics, audit logs, intake conversion, domain events, automation policies, and follow-up tasks.
  • Alembic migrations and PostgreSQL row-level security, with API tests and frontend session tests in CI.

Architecture

flowchart LR
  Browser[Browser] --> Web[Next.js UI and API routes]
  Web --> API[FastAPI /api/v1]
  API --> DB[(PostgreSQL)]
  API --> Redis[(Redis)]
  Redis --> Worker[Celery worker and beat]
  Worker --> DB
  Worker --> Ports[Integration adapter ports]
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Area Implementation
Web Next.js App Router, React, TypeScript, Tailwind CSS
API Python 3.12+, FastAPI, Pydantic, SQLAlchemy 2, Alembic
Data and jobs PostgreSQL 16, Redis 7, Celery
Deployment configuration Docker Compose, Render backend, Netlify frontend

Run locally

Install Docker with Docker Compose, then:

git clone https://github.com/OmElMon/Forge.git
cd Forge
cp .env.example .env
# Edit .env and replace SECRET_KEY before starting.
docker compose up --build

In another terminal, apply migrations and optionally seed the local demo workspace:

docker compose exec api alembic upgrade head
make demo-seed

Open the web app and API documentation. Demo account details are defined in apps/api/app/scripts/seed_demo.py. Reseeding replaces that demo company's business records. The seed script has a production environment guard.

Validation

make api-test
make api-lint
cd apps/web
pnpm install --frozen-lockfile
pnpm test
pnpm typecheck
pnpm build

CI also checks Python formatting, Alembic SQL generation, and a PostgreSQL-backed concurrency scenario. CI run 35556626836 completed successfully on September 20, 2026 (11:11 p.m. EDT). These are recorded upstream results; this README update does not imply a new local test run.

The repository's core workflow verification records the customer → scheduled job → paid invoice flow, reload and login persistence, negative cases, and the exact environment tested.

Scope and current limits

Dispatch recommendations use explicit scoring rules. Payment integrations currently register a disabled adapter; a hosted payment gateway should not be inferred from invoice status changes. The repository documents remaining provider setup and operational checks in the handoff. Deployment configuration and local verification do not establish that a public production deployment or live provider integration is working.

Explore the project

No license file is currently included; no open-source license is asserted here.

About

Multi-tenant field-service workspace with CRM, dispatch, invoicing, and follow-ups built with Next.js, FastAPI, PostgreSQL, and Celery.

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