The office
The whole day on one board — requests, dispatch, quotes, cash, and the exceptions that need a human.
JobCrewHQ connects requests, quotes, scheduling, field work, invoices, and payments in one workspace — so the office, the crew, and the customer always see the same job.
Free to Start · 60 Day Free Trial · No Credit Card · No Commitment
Tuesday, July 21
Good morning, Sam
Today's pulse
The day at a glance
Booked work
24 jobs
6 visits today
Cash due
$18,420
$3,180 overdue
Quotes in play
9 open
$42,900 pending
Live route
Today's movement
Furnace tune-up — Avery residence
En route · Jordan M.
Water heater install — Kim residence
On site · Alex R.
Panel upgrade quote — Bishop property
Needs review
AC maintenance — Osei residence
Scheduled · Taylor S.
Needs attention
Exception queue
Invoice #1042 · 12 days past due
$1,840 outstanding
Panel upgrade quote awaiting review
Sent 2 days ago
Request from Rivera property unassigned
Received 40 min ago
Invoice #INV-1042
Kim residence · Water heater install
Zero re-entry
Built from the completed job — lines, rates, and tax carried over
Deposit already applied before the customer sees it
Paid from the same portal link used to approve the quote
Job profitability
Revenue
$1,850.00
Labor · 3.5 hrs
-$385.00
Materials
-$912.00
Margin
$553.00 · 30%
Agreements · Northstar Home Services
Service agreement #SA-1042
Water heater replacement
1842 Maplecrest Dr · Avery residence
Scope of work
50-gal high-efficiency unit, removal, permit
Warranty
6-year parts & labor, registered at closeout
Schedule
Thursday 8:00–10:00 AM · Jordan M. assigned
Send to signed
3 min
from send to signature — no printing, no scanning, no chasing.
JobCrew assistant
Works from your real job data
Nothing sends until a person approves it — the assistant drafts, you decide.
Communications · (555) 013-4477
Office line — answered in the browser
Avery residence
(555) 014-2890 · existing customer
02:47
Line 1 · recording
AI call notes
Drafting liveCustomer reports the furnace is short-cycling since Monday
Requested the earliest morning visit this week
Booked Thursday 8:00–10:00 — Jordan M. assigned
Follow-up text drafted — awaiting your approval
Logged to Avery residence · customer record updated · recording attached
Built for home service teams
Proven Results
More crews in the field, faster invoices out the door, and margins you can see — that's what JobCrewHQ delivers.
Get more out of every tech in the field.
Scale without stacking more tools.
Handle more volume without adding headcount.
Built from the ground up for contractors who run projects, service, and everything in between. Not adapted. Made for the work.
Most platforms started in residential and stretched to fit. JobCrewHQ starts with the complexity of commercial work.
Field, office, finance, and sales — all in one place. No duct-taped tools, no double entry, no dropped balls.
Crew AI is already in your workflows. It recaps the day, calls out risks, and gives every role a clear next step.
One connected system
Most tools cover one step and leave the handoffs to you. JobCrewHQ carries the job through all five — with the customer, the money, and the context attached the whole way.
Capture the call or web request and attach it to the right customer and property.
See itPrice the scope from your book, send one secure link, collect approval and a deposit.
See itPlace the job on a shared board with capacity, conflicts, and routes in view.
See itTechnicians run the visit from their phone — status, forms, photos, signature.
See itInvoice from completed work, collect online, and follow up on what is owed.
See itWin the work
Every request lands in one inbox with the customer and property attached. Send a quote your customer approves — and pays a deposit on — from a single secure link.
Northstar Home Services
Quote #Q-2083 · Valid until Aug 4
Water heater replacement
1842 Maplecrest Dr · Prepared by Alex R.
50-gal high-efficiency unit
$1,450.00
Removal & haul-away
$180.00
Permit & code compliance
$220.00
Total
$1,850.00
Run the day
Scheduled and unscheduled work side by side. Assign the right technician, catch conflicts before dispatch, and hand the crew a route that is already in order.
Schedule · Week of July 20
Dispatch board
Unscheduled inbox
08:00
Furnace tune-up
13:00
Maintenance visit
09:00
Water heater install
14:00
Quote follow-up
08:30
Panel upgrade
11:30
Inspection
Do the work
Technicians get the next stop, the customer context, and a closeout checklist on their phone. No app-store download, no calls to the office for the address.
Tuesday · 4 stops
Now: Kim residence — water heater install
Closeout checklist
Customer sees
Jordan is on the way
Live tracking link sent when the visit starts — no "where are they?" call to the office.
Get paid
The invoice builds itself from completed work and carries the deposit already collected. Customers pay from the same portal where they approved the quote.
Invoice #INV-1042
Kim residence · Water heater install
Zero re-entry
Built from the completed job — lines, rates, and tax carried over
Deposit already applied before the customer sees it
Paid from the same portal link used to approve the quote
Job profitability
Revenue
$1,850.00
Labor · 3.5 hrs
-$385.00
Materials
-$912.00
Margin
$553.00 · 30%
[X] ONE SYSTEM, EVERY WORKFLOW
Crew AI is built into JobCrewHQ. It already knows your jobs, your crews, and your data. It handles the busywork, flags what matters, and keeps your team focused on the work that actually moves the needle.
Explore Crew AI ↗"Tell me more about the last 3 visits at this location"
Made for home service teams
Start with the workflows your trade depends on, then add depth as the business grows.
Built around real roles
One job record, three focused views. The office sees what needs attention, the field sees what to do next, and the customer sees progress — without another phone call.
The whole day on one board — requests, dispatch, quotes, cash, and the exceptions that need a human.
The next stop, the checklist, and the customer context. Nothing else in the way.
Approve the quote, track the visit, and pay the invoice from one branded portal.
Northstar Home Services
Avery residence
Thursday, 9:00 AM
Furnace tune-up · Jordan en route
Track
Quote #Q-2083
$1,850 · Awaiting approval
Review
Invoice #INV-1042
Paid · Receipt available
View
Jordan is on the way — arriving in 12 minutes
The customer portal your clients see — branded to your business, no password required.
Book an onboarding and get things started.
Frequently asked questions
It is the operating system for a service business: customer records, quoting, scheduling, dispatch, field documentation, invoicing, and payments in one place. Instead of a spreadsheet, a texting thread, and a card reader that never meet, every job moves through one connected workflow from the first request to the final payment.
Three things. First, the lifecycle is genuinely connected — a quote approval carries its scope, deposit, and customer context into the job, the invoice, and the payment trail without re-entry. Second, your customers get a real portal: approve, track the technician en route, and pay from one branded link. Third, the AI assistant drafts from your actual job data and every send is human-reviewed — it works for you, never instead of you.
Plans are organized by team size and operating depth — Starter for owner-operators, Pro for growing teams, Enterprise for multi-location operations. We are onboarding founding crews now with launch pricing locked for early accounts. See the pricing page for current plan limits.
No. The field workspace is phone-first on the web — technicians open their day from a link and get the route, job context, forms, photos, signature capture, and payment collection. Nothing to install, nothing to update, nothing to lose when a phone gets replaced.
Yes. Customers get passwordless access to a branded portal with their appointments, quotes, contracts, invoices, and payment history. They approve with selections and an e-signature, pay deposits and balances by card, and can watch the technician approach in real time.
Yes. Onboarding imports your customer list, properties, and service history, and your price book maps into reusable line items with cost, markup, and tax rules. Most crews are running real work in the first week.
Ready when you are
Start free, or walk through your operation with us first — either way you will see your own workflow in the product, not a canned tour.