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Case Studies | WithKimberlyD

Case Study 1: Building a Customer Service Portal for L&J Exterminating

Project Overview

L&J Exterminating, a regional pest control company, needed a modern way to manage customer data and service records. Their existing process relied heavily on paper notes and disconnected spreadsheets, making it difficult for technicians and administrators to track services, search past records, or provide a smooth customer experience.
I designed and implemented a custom admin portal using WordPress with Supabase as the backend. The solution was tailored to be mobile-friendly, so staff could input or search records on a phone or laptop with minimal friction.

The Challenge

  • No centralized system for customer data
  • Service history scattered across multiple formats
  • Technicians needed a quick, mobile-first way to log services in the field
  • Admins needed a searchable record of customer history for renewals and billing

My Approach

I broke the project into mini-sprints, each focusing on a specific piece of functionality:
  1. Customer Database – Built a searchable “Add Customer Info” form connected to Supabase. Duplicate detection was added to prevent errors.
  1. Service Ticket Form – Designed a data entry form with conditional logic (e.g., termite renewals trigger additional fields).
  1. Smart Search – Integrated autocomplete and dropdown search-as-you-type to find customers quickly.
  1. Customer Profile Pages – Developed dynamic profile views showing past services grouped by year, with edit options and service record pop-ups.
  1. Admin Dashboard – Created a restricted, role-based login system with clean navigation for admins only.

The Solution

The final portal gives L&J Exterminating a centralized system that:
  • Allows staff to search any customer by name/address
  • Links every service ticket back to a customer record
  • Groups past service history by year for easy navigation
  • Supports uploading external photos/documents (stored outside Supabase for sustainability)
  • Works smoothly on desktop and mobile

Impact

  • Efficiency: Eliminated hours of manual record-keeping and searching.
  • Clarity: Customers now have clean, long-term histories attached to their profiles.
  • Scalability: The portal is sustainable for future admins to learn and maintain.
  • Trust: A reliable, searchable system makes both technicians and admins more confident in the data they manage.

Visuals to Include (as you build out)

  • Screenshot of the customer search page with autocomplete dropdown
  • Screenshot of a customer profile page showing past services grouped by year
  • Screenshot of the data entry form with conditional fields
  • Mockup of the admin dashboard

Call to Action

This project shows how I take complex, outdated workflows and rebuild them into modern, intuitive systems that anyone on a team can use — no expensive software licenses required.
👉 Read more about my process (future blog link)

On your homepage “Featured Work” block, you can phrase the spotlight like:
Case Study: L&J Exterminating
A custom-built admin portal that replaced paper notes and spreadsheets with a mobile-friendly, scalable system.
[Read the full case study →](link to your Case Study 1 page)
Blog Post (example)