The office, connected

One place to run the work.

Keep customer requests, your crew’s schedule, and the money coming in connected. Crewsmith gives your office a shared view of what needs attention and what happens next.

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Crewsmith Today screen with the office’s daily work and dashboard dials — Crewsmith · Example business and sample data

From the first request to a job your team can act on

Work every inquiry from one queue, then keep the customer, service address, conversation, quote, and billing together on the job.

Lead queues with owners, follow-ups, and merging
Requests from your portal, website, email, and AI receptionist
Quote revisions with customer approval of the exact version
Services, parts, labor, and itemized pricing on the job

Crewsmith lead queues with open, needs review, overdue, and booked requests — Crewsmith · Example business and sample data

Give the office and the field the same schedule

Drag work onto the board, let automatic dispatch pick the right technician, and see where the crew is on the map.

Day, week, and month schedule with drag-and-drop and undo
Automatic technician assignment and workload balancing
Recurring appointments, time blocks, and conflict warnings
Live technician map and connected staff calendars

Crewsmith Schedule with technician columns and unassigned jobs — Crewsmith · Example business and sample data

Keep conversations and payments moving

Reply to customer texts, step in on AI conversations, and follow invoices through payment. Reports help you see the work behind the numbers.

Shared texting inbox, call history, and delivery status
Take over an AI conversation and hand it back
Locked invoices with corrections, payment links, and card payments
Reports, scheduled delivery, exports, and QuickBooks

Crewsmith Messages with a sample customer conversation — Crewsmith · Example business and sample data

Sample invoice with its outstanding balance and recorded payment — Crewsmith · Example business and sample data

Crewsmith reports with business report controls and results — Crewsmith · Example business and sample data

Built around the way service businesses work

See how Crewsmith fits your crew.

Crewsmith is available by invitation. Tell us about your business and we’ll follow up about access and the right plan.

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