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Built for the office. Ready for the field.

Field service software that proves the work and collects the money.

Give your team one place to schedule work, capture job photos, build estimates, send invoices, and collect payment. Your office, technicians, and customers stay connected from the first call to the final receipt.

Start free for 30 daysWalk through a day
Try it before you sign upCapture a jobExplore MoneyPlan your crewExplore job stories
Example workday · Jordan’s scheduleFinish 6:15 PM
30-day free trial. Plans from $79/month. No long-term contracts. Built in Texas.
Your data stays yours. Export your records from your workspace. You stay in control.
Made in TexasYour team, connectedFree onboarding with a person30-day free trial
Technician phone

Today, the map, messages, and the rest of the truck.

The phone opens on the next stop. Estimates and invoices use the same billing surfaces as the office. Online booking stays on the booking page, where customers request a visit.

Interactive walkthrough · example data

One job, from the morning schedule to paid.

Jordan opens the app and sees the whole day.

7 jobs, the next one first, with live drive time and arrival. A pump replacement was booked for 9:00 and he's running late, so the app says so instead of hiding it. The day is tracking to 8:40 PM; the office can review flexible jobs and move them to another day.

  • Before-you-go details: gate code, dog in the yard, parts on the truck
  • Equipment history, manuals, and last visit's photos one tap away
  • Try it: tap Move in the phone, then Undo
INTERACTIVE DEMO · EXAMPLE DATA

Today Thu, Sep 24

2 of 7 jobs doneFinish 8:40 PM
Finish by 6:15 PM insteadMove 2 weekly jobs to Friday
Next stopLate for 9:00 AM
Olivia Bennett
Variable-speed pump replacement
5412 Cedar Hollow Dr, Plano
18 minDrive
11:52AMArrive
2 hrOn site
Gate code 2580Dog in yardParts loadedCollect payment
Start driveTexts Olivia your ETA
Up next All 4 jobs
  • 2:07PMMarcus HaleWeekly service in Frisco
  • 2:24PMPriya RamanWeekly service in Frisco
Today
Map
Ask
2Messages
More

On the way

Olivia Bennett in Plano
Olivia has your new ETATexted 11:34 AM from your business line

Hi Olivia, it's Jordan with Sunmark Pool Co.. I'm on my way, arriving around 11:52. Live ETA: crewtend.com/t/8KQ2

Arriving
11:52AM
18 min7.2 mi to go
CallTextMaps
I've arrivedAuto check-in when you park
Today
Map
Ask
2Messages
More
On site since 11:52 AM
One-time job0:12 on site
Variable-speed pump replacement
2 of 6 steps done
PhotoVoice noteParts
$2,480Due on site
Finish 4 more stepsThen complete and collect
SMSunmark Pool Co.Olivia Bennett, 5412 Cedar Hollow Dr
Today's visitPhotosDocumentsPlan
Variable-speed pump replacementSep 24, 11:52 AM to 1:48 PM
Before 11:58After 1:41Label 1:43

Replaced the failing single-speed pump, primed the system, checked every fitting, and set a quiet run schedule. Warranty registered for you.

Invoice INV-1048$2,480.00Pay now
Next visit: weekly service, Oct 1Request service
Site photosCamera, video, audio, filesInteractive demo
Pull the nearest jobTap the location button
HVAC technician servicing an outdoor air conditioning unit0.5x1x3xCapture time saved · GPS when available
Bennett home, HVAC service120 ft
Marcus Hale, weekly service0.8 mi
Priya Raman, filter clean1.4 mi
Photos file to the job, the property, and the equipment on the pad.
Site photos with GPS, Walk & Talk, and one company gallery

Every photo proves the work. Then it works for you.

Open the camera on site and it pulls the closest job. Save the time and available location with each capture, and keep it connected in two places: the client's gallery and your company-wide gallery, sorted by customer, property, equipment, technician, date, and category. Approved photos become case studies and posts without anyone opening a design tool.

Client galleryOlivia Bennett, 5412 Cedar Hollow, pump pad. Before, during, after. Visible in her portal and on the invoice.
Company galleryFind work across your team with shared photos, tags, dates, and customer records.
Marketing libraryOnly photos you approve, with GPS and private notes stripped, ready to post.
Context stays with the photo. Keep capture time, available location, technician, and job with the media record. Review visibility before sharing photos with a customer.
Example story · stock photographAuto-generated case study

A homeowner reports a bathroom plumbing leak. See how the technician’s photos, repair notes, and final checks become a case study ready for review.

Your fieldwork, made visible

See what every camera tool can do.

From the first site photo to the final customer report. Tap a visual to try the workflow with sample records.

One photo. The right job. Both galleries.
01Capture everywhere
  • Photos, video, audio, and file imports
  • Attach existing from the shared gallery
  • Job, property, equipment, and project context
Speak as you work. Photos keep pace.
02Walk & Talk
  • Narrate while you shoot, with mic mute and timer
  • Incremental saving; recover an interrupted session
  • Transcript matched to each photo
Frame the site. Zoom in on the detail.
03Camera controls
  • 0.5x, 1x, 3x where the phone supports it
  • Highest practical resolution, HEIC handled
  • Originals kept apart from compressed copies
Point to the issue. Explain the next step.
04Annotate and review
  • Draw, add text, crop, and redact
  • AI captions and tags you can edit
  • Blur, exposure, and duplicate warnings; required categories
A walkthrough becomes a readable report.
05AI walkthrough reports
  • Timestamped transcript with source audio
  • Suggested photo-to-speech matches
  • Editable titles, headings, and bullets
Turn field notes into a customer handoff.
06Edit and export
  • Reorder sections, add or remove media
  • Branded PDF and web reports, autosaved
  • Gallery sizes S to XL, square or original
A label photo starts the equipment record.
07Equipment scanning
  • Photograph the label; model, serial, and make extracted
  • Review, fix, and save to the property
  • History, documents, and warranty attached
A parts receipt lands on the right job.
08Receipts and vehicles
  • Snap a receipt; vendor, total, job, and van matched
  • Odometer photos become mileage records
  • Fuel and maintenance history per vehicle
One place to see the work across your crew.
09Gallery and timelines
  • Before, during, after groups and side-by-side
  • Tags, visual and text search, project map
  • Comments, mentions, and who took it
A photographed finding becomes assigned work.
10Turn photos into work
  • Create a task, an estimate line, or a damage note
  • Ask AI from a photo
  • Evidence stays linked to the record
Show the customer the work that matters.
11Share and collaborate
  • Branded galleries with scoped customer and sub access
  • Links that expire, optional PIN, download controls
  • Hide private notes and GPS on anything shared
Keep the evidence when the signal drops.
12Offline and recovery
  • Offline queues and local draft recovery
  • Resumable uploads; saved, uploading, failed, synced
  • Original evidence kept even when AI fails
Money

Collect it, spend it, reconcile it. One ledger.

Bring invoices, payment requests, receipts, bills, purchasing, and bookkeeping into one workspace. Review extracted receipt details, match expenses to jobs, and keep exceptions visible. Connect payment services before collecting money.

Interactive demoInvoice INV-1048, Olivia Bennett$2,480.00Variable-speed pump replacement. Due Oct 1.
Customer tapping a card to complete a payment
Card payment example · illustrative photo
Sample invoice · keep job details connected to the payment.
Automated receiptsInteractive demo
POOL SUPPLY CO. · 1234 Main St
Cartridge filter 100 sq ft ... 299.99
Gasket kit ................. 12.50
TOTAL ..................... $312.49
VISA 4417 · 09/24 11:04 AM
VendorPool Supply Co.
Total, tax split out$312.49
Matched to jobBennett pump replacement
Technician, vehicleJordan, Truck 4
Paid withCompany Visa 4417, reconciled
Example receipt match. Review extracted amounts and the job before posting.

Explore Money, one workflow at a time.

Choose a card to try payments, receipts, costs, and bookkeeping with sample data.

Customer tapping a bank card on a handheld payment terminal
From invoice to payment.
CollectCard and ACH payment requests, links, QR codes, deposits, partial payments, and recurring billing through supported payment services.
Businesswoman speaking on the phone while reviewing notes at her desk
Keep every follow-up on time.
Receivables that chase themselvesAging by customer, automatic reminders on your schedule, late fees if you use them, and a cash forecast you can plan payroll on.
Person sorting paper receipts beside a calculator
Snap. Review. Match to the job.
Automated receiptsSnap it or forward it. Extract vendor, total, and tax. Review the suggested job or vehicle match before posting.
Person reviewing an invoice on a clipboard with a pen
Match the bill before approval.
Spend and billsVendor bills in one inbox, approvals by amount, budgets by job, payment runs, and purchase orders with three-way matching.
Person calculating project costs while reviewing floor plans
See the margin behind the work.
Job profitability, liveLabor, parts, drive time, and overhead against the invoice while the job is still open, so you know before you send it.
Calculator and pen on printed financial records
Match records. Resolve differences.
Close the booksReconciliation, journals, and an exception queue that lists exactly what needs review, with the explained difference beside each item.
People reviewing charts on a laptop and tablet side by side
Keep your financial records connected.
Sync or standaloneRun Money beside your current CRM. Review available accounting connections and exports in Integrations, with optional bookkeeping help.
Customer tapping a bank card on a handheld payment terminal
Review connections and spending rules.
Cards and banking availabilityPartner-dependent services. Check Money for your company’s available banking and card connections before activation.

Illustrative photographs and pencil sketches. Explore each card with sample data.

Schedule

See every tech's face on the map. Switch views in one tap.

Seven ways to plan the day: Timeline, Map, List, Board, Calendar, Split, and Capacity. Try the calendar with technicians in columns and appointments down the day, or compare workloads before assigning the next job.

Interactive sample schedule. Select a job to review it. On smaller screens, swipe the schedule sideways.

Live location, with a faceSee your crew and scheduled work together. Live location depends on the technician’s routing device and location permission.
Skills-based suggestionsReview crew assignments, available time, and job requirements before confirming a technician.
Review and rebalanceReview flexible jobs, select the work to move, and confirm the technician and date through the existing schedule controls.
Open, review, rescheduleOpen a sample calendar appointment, pick a technician and time, and see the calendar update. Review each change before confirming it.
Reviews and reputation

Turn completed work into your next review.

A few minutes after a job closes, the customer gets a review request from your business line. When the review lands, CrewTend matches it to the job and the technician behind the scenes, drafts a reply in your voice, and posts it or waits for your approval. Review replies before publishing to connected review channels.

Automatic requestsTimed after completion or payment, by job type, with a quiet period so a customer is never asked twice.
Replies in your voiceAI drafts from the job details. Review the draft and choose whether to publish it.
Matched to the job and techPer-tech ratings, review-to-revenue attribution, and coaching notes from what customers actually say.
Everywhere you're listedManage supported review and listing connections in Local. Each provider shows its connection requirements.
Watch a review run
1Job closed. Bennett pump replacement, 1:48 PM. Paid in full.
2Review request texted from (972) 555-0142 at 2:03 PM: "Thanks, Olivia. Mind sharing how Jordan did?"
3Review received on Google at 6:41 PM.
Olivia B.★★★★★

Jordan texted before he came, showed me the old pump, and the new one is silent. The photos on the invoice were a nice touch.

Reply from Sunmark Pool Co.
Thank you, Olivia. Jordan will be glad the quiet schedule is working. Your warranty is registered, and we'll see you Oct 1 for the weekly visit.
4Matched behind the scenes to invoice INV-1048 and to Jordan. His rating this month: 4.9 from 31 reviews.
5Reply posted at 6:44 PM. Added to the Plano case study and the website's review feed.

The rest of the day, still live.

Cards marked Interactive demo respond when you tap them.

CrewTend AIInteractive demo
Finish by 6:15 PM instead of 8:40Move 2 weekly jobs to Friday. Those customers get a text.
Emergency: heater won't igniteBest fit is Chris: gas-certified, free at 1:00, 12 minutes away.Assign
"What's the priming procedure for this pump?"Answered from the manual, your SOP, and the last visit, with the sources shown.

An AI that helps you decide what comes next.

Review schedule risks, ask questions about saved work, draft customer messages, and turn field notes into useful context. Record-based review cards stay available alongside connected AI. Your team reviews changes before taking action.

Estimates with a margin checkInteractive demo
Margin check on Variable-speed pump46% margin. To reach your 50% target, quote $2,660.Your target is set in Settings.
50% is just the example.
Olivia pickedVariable-speed pump, $2,480, tax included

Good, Better, Best, priced to your margin.

Customers see what's wrong, three ways to fix it, and a recommended pick, then tap to choose and sign. Before you send it, CrewTend shows the gross margin on each option against your own target and warns when a pricebook cost has gone stale. Snap a broken part and the AI suggests the pricebook lines.

Customers and messagingExample inbox

Messages

Customers 2Team

From your business line, (972) 555-0142

  • OBOlivia Bennett11:36 AMGreat, the side gate is unlocked for you
  • MHMarcus Hale10:52 AMMissed call. Voicemail: new gate code is 7713
  • DWDana Whitfield9:14 AMCould you look at the heater too?
  • PRPriya RamanYesterdayYou: See you this afternoon
  • KEKate EllisonTueWater looks great, thank you!
Today
Map
Ask
2Messages
More
One business number for the whole crew. Texts and calls go out from your company line and land on the job, not in a personal phone.
Get a number, or bring yours. A business can get a new number or port the line customers already call. Texting stays off until that company turns it on.
Missed-call text-back. A missed call gets a text within seconds and a callback task with an owner.
Voicemail becomes text. "New gate code is 7713" shows up in the thread and on the stop.
AI Receptionist add-on. Recognizes the caller, qualifies the job, books a real opening, and hands off with a summary.

Every customer, every message, on the job.

When a tech leaves, the relationship stays with the business. Conversations, visits, media, findings, estimates, invoices, agreements, and warranty work sit on one customer and property history, so the next visit starts with the whole story.

Online booking and the customer portalIncluded
Request a visit against real availability. Skills, drive time, and capacity decide what's offered, so the office never overbooks.
Approve, sign, and pay from a text. Good, Better, Best on the phone, deposit on approval, invoice on completion.
See the plan. Visits owed, visit history, photos, documents, and the renewal, all in the portal.
Property managers see only the sites and assets they're authorized for, with service reports per unit.

Customers help themselves, and stay in your system.

Every request, approval, and payment lands on the same customer and property record, whether it came from the website, a text, the portal, or the AI Receptionist.

Built for the trade you're in. Pick yours.

Each industry pack brings its own checklists, job types, photo categories, forms, and pricebook starters. Choose a trade to explore its app features, interactive previews, and field workflows.

Explore all industries ↗Explore every feature ↗
Flat-rate pricebook with photosWater heaters, drain cleaning, repipes, and fixtures priced by task, with Good, Better, Best built in and margin shown before you quote.
Rate cards and spend limits by accountProperty managers and commercial accounts get their own rates and authorization limits. Work over the limit stops for approval.
Camera inspection video on the propertySewer camera footage, leak photos, and pressure readings file to the address, so the next call starts with the history.
Permits and inspectionsTrack the permit, the inspection date, and the result on the job. The inspector's stamp becomes a GPS-tagged photo.
Emergency schedule by skillGas-certified, backflow, or commercial-only: the board suggests the right tech, free time, and distance.
Membership plans with autopayAnnual inspections, priority scheduling, and discounts billed automatically, with visits owed tracked against visits done.
Scan the unit labelRooftop unit, condenser, or walk-in: photograph the nameplate and the asset record fills in, with the manual and history attached.
Tune-up checklists per unitStatic pressure, superheat, subcool, and amp draws recorded per system, with required photos before the job can close.
Refrigerant and EPA logsCharges, recoveries, and leak checks logged per unit with technician certification on file.
Maintenance agreements that track themselvesVisits owed versus visits invoiced per site, access exceptions, and renewal pricing based on what the account actually cost.
Replacement proposals on the spotGood, Better, Best changeouts with load details, rebates, and partner financing options, signed on the customer's phone.
Refrigeration temperature logsCase and walk-in readings, alarms, and repeat-issue tracking by asset for restaurant and grocery accounts.
Chemical readings and dosingLog by voice, get dosing from your own targets, and keep LSI and application records on every pool.
Routes that finish on timeReview travel estimates and appointment risks, optimize a route, and confirm schedule changes.
Filter, pump, and heater lifecycleEvery unit on the pad has a record. Recorded equipment age helps your team review replacement options before the next visit.
Green-to-clean and repair proofProgress photos on a timeline the customer sees, so "did anyone come out?" never gets asked.
Weekly service that bills itselfComplete the stop and the invoice posts. Autopay memberships, skipped-visit credits, and seasonal pricing handled.
Builds and remodels in the same systemPhases, draws, and change orders for new pools and resurfacing, next to the maintenance route.
Panel and load photos on the propertyPanel schedule, load calculation attachments, and service entrance photos live on the address forever.
Code checklists by job typeService upgrades, EV chargers, and generators each get their own required steps and photos.
Permits and inspection schedulingPull, track, and photograph the result. Failed items become a follow-up work order automatically.
Generator and lighting agreementsRecurring maintenance with visits owed, autopay, and per-unit history.
Commercial accounts with limitsRate cards, authorization limits, and property-manager portals per site.
Parts readiness before roll-outEvery job shows what's on the truck, reserved, or on order; van stock replenishes from what was used.
Proposal by phaseScope with allowances and exclusions, a schedule by week, and draws tied to photographed milestones.
Change orders that update everythingScope, materials, schedule, contract value, and billing change together, after the signature.
Drawing revisions and submittalsCurrent revision is obvious, prior ones archived, submittals and approval blockers tracked.
Subcontractor portalSubs see their scope, upload photos to the same timeline, and submit invoices against the schedule of values.
Retainage and progress billingSchedule of values, retainage where you use it, and work-in-progress forecasts in Money.
Permits, inspections, and closeoutKeep inspection photos, project documents, and closeout evidence together.

FROM FINISHED WORK TO PAID INVOICE

Make your next invoice feel this good.

Start with the CrewTend default. Explore ten designs when you’re ready. Try every step below.

ILLUSTRATIVE WORKFLOW

Start with completed work.

Review the line items, service notes, and evidence before sending.

Sample invoice. No charge, message, or accounting entry is created in this preview.

crewTendHOME SERVICES
DRAFT

Invoice

INV-1048
BILL TOOlivia Bennett5412 Cedar Hollow DrivePlano, Texas
DUE DATEOctober 1Residential HVAC service

Service completed. Details documented.

DescriptionAmount
HVAC equipment & materials$1,880.00
Installation and system checks$600.00
Total due$2,480.00
HVAC technician checking an outdoor condenser
Service photo linked to this invoice
Thank you for trusting our crew.
Prepared with CrewTend · Sample invoice

CREWTEND AI

Software that truly works for you.

From the first call to the final report, see where CrewTend AI helps—and where your team reviews the next step.

Receptionist using a headset at a service desk
INCOMING SERVICE CALL“Our air conditioner stopped cooling.”
01 / AI receptionist

Every call starts a useful next step.

Capture the caller’s name, property, and service need. Apply your business rules and pass the conversation to the right person.

Caller details → service request → team follow-up
Explore ai receptionist
  • Collect contact and property details
  • Qualify the service request
  • Route or hand off according to your setup

Phone connection and company call rules required. The person shown is a stock model.

Open your workspace
Construction professional reviewing a tablet on site
ASK CREWTEND“What was noted on the last visit?”
02 / Your field assistant

Turn field observations into clear next steps.

Ask a question against available job notes, manuals, and saved records. Review the cited context before acting.

Job history → relevant context → your review
Explore your field assistant
  • Review available job context
  • Draft field notes and summaries
  • Keep source records close to the answer

Connected AI and available source records required.

Open your workspace
Plumber examining a bathroom plumbing installation
RFI · DRAFT FOR REVIEWPlumbing route clarification
03 / AI RFI drafting

A rough note becomes a question worth answering.

“The pipe route is blocked by a beam.” Turn the observation into a clear draft for the responsible professional.

Photo + voice → editable RFI → responsible person
Explore ai rfi drafting
  • Preserve the original observation
  • Suggest priority and potential impact
  • Find relevant saved context and possible duplicates

AI does not approve engineering, code, or safety decisions.

Receipts and accounting records being reviewed
RECEIPT REVIEWParts · $312.49 · Bennett job
04 / AI receipt capture

Get the expense out of the glove box.

Photograph a receipt, check extracted amounts, and match the expense to the right job.

Photograph → check extraction → match the job
Explore ai receipt capture
  • Extract supplier, date, tax, and total
  • Review the job and payment account
  • Keep the original receipt with the expense

Sample amounts. Review every extraction before posting.

Open your workspace
Service business owner reviewing project information
NEEDS ATTENTIONRFI-0017 is holding up tomorrow’s work
05 / Your operational briefing

Know what needs attention before the day begins.

Review unresolved RFIs, upcoming work, and saved business activity in one place.

Saved activity → blockers → manager’s next step
Explore your operational briefing
  • Surface unanswered field questions
  • Read the work dependency and due date
  • Open the underlying record

Illustrative briefing; live results depend on your saved records.

Open your workspace
Contractor studying plans for an estimate
ESTIMATE · READY TO EDITScope, evidence, and pricing in one draft
06 / AI estimate drafts

Give your expertise a head start.

Bring scope, job notes, and an RFI answer into an estimate. Review the quantities, rates, and options before sharing.

Field evidence → scope draft → pricing review
Explore ai estimate drafts
  • Start with the field condition
  • Use your pricebook and rates in the estimate editor
  • Keep approval and sending in your hands

AI suggestions are drafts, not verified takeoffs or final prices.

Open your workspace

Interactive examples · stock photographs and original CrewTend interface previews.

Plumber documenting pipework before asking for clarification
FIELD CONDITION → EVIDENCE → DECISIONSee a problem?
Show CrewTend.

BUILD / RFIs

Catch uncertainty before it becomes rework.

Circle the conflict. Describe what you see. Review the question, send it to the responsible person, and keep the answer linked to the work.

Camera → Mark up → Ask → Decide → Continue
Open RFIs in CrewTend →

Your project team makes the decision. CrewTend preserves the evidence, response, cost, and schedule history.

Build

Big builds get proposals, phases, and payment draws.

A build is not a service call. Build writes the proposal by phase, schedules the weeks, sets the draws, tracks change orders, and sends a progress invoice with GPS-stamped photos each time a phase is done. Customers see proof before they pay.

Find your next project. Explore the phases.

Choose a project to see its scope, field evidence, and payment milestones.

Finished swimming pool and round stone spa beside a home
From design to the first swim.
Custom pools and spasDesign to plaster, 6 draws, tile and finish submittals
Workers preparing an empty blue swimming pool basin
Track prep, finish, and startup.
Pool remodels and resurfacingDrain, prep, finish, refill, with water-chemistry startup
Outdoor kitchen and grill under a pergola beside a landscaped patio
Bring the outdoor plan to life.
Outdoor livingKitchens, pergolas, decks, patios, fire features
Red wooden garden gate beside a horizontal wood fence
Measure, approve, and install.
Fences and gatesLinear-foot pricing, HOA approvals, staged installs
Roofer installing shingles on a pitched house roof
Keep every roof phase in view.
Roofing and exteriorsInsurance scopes, tear-off to final inspection, drone photos
Timber framing and lumber at a home construction site
Connect the plan to each milestone.
Home builds and additionsSchedule of values, retainage, subcontractor draws
Multiple rooftop HVAC units and mechanical pipework on a commercial building
Track equipment through closeout.
Commercial mechanicalRooftop changeouts, submittals, RFIs, closeout packages
Installed rooftop solar panels seen from above
From permits to power-on.
Solar and generatorsPermit, interconnection, inspection, and commissioning phases

Illustrative photographs and pencil sketches. Explore each card with sample data.

Job stories you can explore

Different work. One connected journey.

Open a story and follow the work from the first call to the final report. These are illustrative scenarios with stock photographs, not customer results.

One system. Eleven ways in.

Buy the product you need today. Every one of them shares the same customers, properties, equipment, media, and ledger, so adding the next one never means a second system.

OfficeThe full operating platform: CRM, schedule, work orders, recurring service, commerce, and operations.
EstimateWalk-and-talk intake, a visual pricebook, Good, Better, Best proposals, signature, and deposit.
BuildSite intelligence, phases, change orders, draws, drawing revisions, and submittals for big projects.
MoneyInvoices, receivables, receipts, bills, purchasing, reconciliation, and a cash forecast. Works beside other systems.
GalleryOne media engine. Capture once, reuse in jobs, the portal, projects, and marketing.
Docs and SigningBranded templates, a PDF workspace, signatures with an audit trail, and versions that stay clear.
GrowthCase studies, content, campaigns, attribution, and a recovery queue for missed calls and unsold estimates.
LocalReview requests, replies, listing accuracy, and multi-location reporting.
SitesHosted websites with online booking, request forms, chat, and your review feed wired straight to your CRM.
AI ReceptionistAnswers, qualifies, and books against real availability, then hands off with a summary.
QR toolsFree static codes, dynamic codes for payment, online booking, and reviews, with scan analytics.
Customer portal includedEvery product shares one customer view: visits, photos, documents, quotes, and payments.

And the things you stop doing by hand.

Choose the workflows that fit your business. Review rules, connected services, and approval requirements before enabling automation.

Missed-call text-backA missed call gets a text in seconds and a callback task with an owner and a value.
Autopay and remindersMemberships charge on schedule; open invoices get reminders on yours. No more Friday collections calls.
Route optimizationAsk for a suggested stop order, review appointment windows, and save the route.
Weather and schedule changesReview affected outdoor jobs and move selected work when conditions change.
Equipment lifecycle offersReview aging equipment and create an estimate when your team confirms replacement is appropriate.
Photo-to-estimateSnap the broken part; the AI suggests the pricebook lines, the labor, and the parts to reserve.
GPS time clock and payroll exportClock in at the truck, breaks tracked, drive versus on-site time, exported to payroll.
Commission and bonus trackingPer-tech sales, upsells, and review scores, calculated on the job, paid on your schedule.
Unsold-estimate follow-upOpen quotes get a text, an email, and a call task on a cadence you set, then stop when they close.
Parts readiness and van stockEvery job shows what's on the truck; used parts replenish from the warehouse or the supplier.
Warranty tracking and claimsKeep installation details, serial numbers, warranty documents, and supporting photos together.
Permits and inspectionsPull, schedule, photograph the result, and turn a fail into a follow-up work order.
Fleet: odometer, fuel, maintenanceOdometer photos become mileage; fuel receipts file to the van; service reminders by mileage.
Two-way texting with AI draftsDraft a reply with job context, review it, and send through your connected business line.
Multi-location reportingRevenue, margin, reviews, and callbacks by location, brand, and tech, in one view.
Integrations, exports, and an APISee supported connections, their setup requirements, and available data exports.

Learn it fast. Bring your business with you.

Help lives beside the task, and the migration is a checklist, not a leap.

Learning centerRole-based courses for owners, office, techs, and supervisors. Assign training, track completion, and publish your own SOPs so the right version shows on the work order.
Help inside the appA short walkthrough beside every task, exact steps with permissions and prerequisites, and release notes linked to the lesson that changed.
Migration centerSee what moves from your current system, map the columns, reconcile the counts, and approve before anything goes live. Start with a free migration assessment.
Trust and readinessSupported integrations and what each needs, live service status, data export and retention, and the security practices we can back up.

One plan price. Add-ons you choose.

Office plans include your core customer and field workflows. Compare the current plans, usage-based services, and optional products before choosing what to add.

Add-onsAI ReceptionistBookkeeping serviceSites hosting and domainsGrowth content and campaignsLocal listings and reviewsFleet trackingCards and bankingDocs advanced workflowsExtra storage and locations
The CrewTend crew emblem: three technicians with arms crossed

Built in Texas. Made for the people doing the work.

Every screen is built for a truck cab at noon: big targets, high contrast, offline first, and routes that finish before dark.
Your data is yoursYour company owns its customer records and job history. Review available exports and privacy controls in your workspace.
Help shape what comes nextTell us what slows your team down. Review the product roadmap and work with us on the scope of new features.
A person, not a ticketGet help with onboarding, customer imports, and choosing the right workflow for your business.
Pricing

30 days free, then from $79 a month.

Try CrewTend free for 30 days. Core plans start at $79/month with unlimited clients and team members. Get free onboarding, compare optional products, and see each price before activation.

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Your first steps in CrewTend
1Bring your customers. Import customers and properties from CSV or Excel. AI matches the columns and flags duplicates.
2Set up your company. Pick your industry pack, checklists, and photo categories. Drop in your logo and colors.
3Invite your crew. Techs install the app, take their first GPS-stamped photo, and see today's schedule.
4Send your first document. Send your first estimate or invoice with photos. Connect your bank or card processor.
5Connect your payments. Finish payment-provider setup, then send a payment link and review your first receipt.
A person from our team can be on the call for all of it.

Questions owners ask us.

Tap a question. If yours isn't here, email crew@crewtend.com or visit Support.

Do you sell or share my customer data?

Your customer records, photos, and financial records belong to your business. See our Privacy page for how information is handled, and use the export controls in your workspace.

Does it work without cell service?

Previously loaded field work and supported drafts remain available when signal drops. Sync status shows pending work. Online services, payment processing, and AI need a connection.

Where do the photos go?

Captured media stays connected to its job or customer and appears in the company gallery according to access permissions. Review customer visibility and location-sharing controls before publishing.

Can I bring my customer list?

Yes. Import customers and service locations from CSV or Excel. CrewTend AI matches unfamiliar columns and can read a screenshot of a list. You review the sheet, resolve duplicates, and set up recurring work in one place, with a person from our team on the call if you want one.

Do I have to buy the whole platform?

No. Start with Office, or with a standalone product like Money, Estimate, Sites, or Docs. They all share one company, one customer list, and one ledger, so adding the next product later never means re-entering anything.

Can I keep the CRM or accounting I already use?

Money can run alongside your existing CRM. Check Integrations for supported connections, setup requirements, and accounting exports.

What does it cost, really?

30 days free, then core plans from $79 a month with unlimited clients and team members. Onboarding and the customer import are free on every plan. Add-ons show their price before you switch them on, and provider-based services, like the AI Receptionist's phone minutes, are disclosed per use.

What if I need something you don't have?

Ask us. Share the workflow you need and review the product roadmap. We will help clarify what is available and what needs additional work.

Free tools, no login. Useful before your first job.

Templates and calculators you can use today, with or without an account.
Invoice generatorEstimate generatorQR code generatorPDF signingPool volume calculatorPay-stub generatorGross margin vs. markupRoute profitabilityInspection form templatesBusiness listing scanReview & listing tools
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Give your crew a better day.

Free onboarding. Bring your customer list; we'll import it with you.
Start free for 30 daysTalk to us