Office
Command the day
Role-aware dashboards, customer records, dispatch, sales, finance, and settings.
Product overview
One system for every handoff.
JobCrewHQ keeps the customer, scope, schedule, field record, invoice, payment, and communication trail connected from the first request onward.
The revenue loop
Keep the thread when the work changes hands
Every stage knows where it came from and what should happen next.
- 1
Request
Qualify the need and attach it to the right customer and property.
- 2
Quote
Price the scope, collect approval, signature, and deposit.
- 3
Job
Schedule, dispatch, document, and complete the work.
- 4
Invoice
Turn completed work into a customer-safe payment path.
- 5
Follow-up
Keep reminders, receipts, reporting, and the next opportunity connected.
Three surfaces
The same work, shaped for the person using it
Field
Finish the visit
A technician-specific route, status, documentation, payment, and closeout flow.
Customer
Take the next action
Secure quote, contract, appointment, invoice, payment, and tracking experiences.
Operational depth
Start with the core loop. Open the detail when you need it.
Scheduling & dispatch
Plan work on a shared calendar, place unscheduled jobs, assign technicians, map the day, and optimize stop order from one workspace.
View detailsClient CRM
Keep contacts, properties, service locations, notes, work, quotes, invoices, and communication context connected to one client record.
View detailsQuotes & estimates
Build a quote from the price book, include optional work, send a secure link, capture approval and signature, and collect a deposit.
View detailsField operations
A phone-first workspace for today’s route, job context, status updates, forms, photos, signatures, payment, and required closeout.
View detailsInvoicing & payments
Create invoices from completed work, draft grounded customer copy with governed AI, send branded documents, collect payment, and follow up on balances.
View detailsCommunications
Bring two-way SMS, outbound email events, templates, and QUO call activity into the customer workflow without pretending every channel works the same way.
View detailsCustomer portal
Provide passwordless access to upcoming appointments, quotes, contracts, invoices, payments, properties, equipment context, and messages.
View detailsReporting & profitability
Use role-specific dashboards, financial and operational reports, job profitability, exports, and audit history to move from activity to action.
View detailsOnline booking
Publish a branded booking page that shows live crew availability, lets customers pick the service and window, and lands the visit directly on the dispatch board.
View detailsCrew AI
Governed AI across the workspace: grounded drafting for invoices and customer messages, call summaries, communication digests, and plan intelligence — every output human-reviewed before it ships.
View detailsPrice book
Maintain reusable services with cost, markup, and tax in one catalog. Start from a trade pack for your industry, then let the same prices power quotes, bookings, and invoices.
View detailsContracts & e-sign
Send contracts and service agreements for e-signature, capture office sign-off, and manage change orders on in-flight jobs with a tracked, audited delta.
View detailsEquipment tracking
Keep equipment records attached to customer properties — make, model, serial, install date, and service history — so diagnosis starts before arrival.
View detailsTeam & timesheets
Manage seats, role-based permissions with per-org overrides, branches and departments, technician clock-in/out on jobs, and expenses — without a second system.
View detailsDesign principle
No dead-end modules. Every record points to the next handoff.
Bring the whole revenue loop into one operating system.
Start with the core workflow today, then add operational depth as your crew grows.