How Crew Ops Pro Works

From booking to payment, Crew Ops Pro handles everything. Here's how we help you run your field service business better.

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The Complete Workflow

1

Capture Leads

New customers can book appointments online through your custom booking page. Our AI receptionist can even handle phone calls, capture lead info, and schedule appointments automatically.

  • Online booking page with real-time availability
  • AI receptionist handles phone calls 24/7
  • Lead tracking and source attribution
📞

Never Miss a Lead

Capture customer info automatically from phone, web, or referrals

💰

Smart Pricing

AI generates competitive, market, and premium pricing tiers instantly

2

Create Smart Estimates

Our AI-powered estimator analyzes your market, historical data, and job requirements to suggest three pricing tiers. Add photos, line items, and send professional estimates in minutes.

  • AI suggests 3 pricing tiers with market insights
  • Professional PDF estimates with your branding
  • Customers approve online with one click
3

Schedule & Dispatch

Drag-and-drop scheduling makes it easy to assign jobs to your team. Our route optimization ensures techs take the most efficient routes, saving time and gas money.

  • Calendar view with drag-and-drop scheduling
  • AI-powered route optimization
  • Automated SMS reminders to customers
📅

Effortless Scheduling

See your whole week at a glance. Assign techs and optimize routes automatically.

📱

Mobile-First

Techs use their phones for everything - even works offline

4

Complete Jobs in the Field

Your techs clock in with GPS tracking, complete job checklists, take photos, and update job status - all from their phone. Works offline and syncs when back online.

  • GPS clock in/out with location tracking
  • Photo uploads and job notes
  • Works offline, syncs automatically
5

Get Paid Fast

Generate invoices instantly when the job is done. Customers can pay online with credit card, and money hits your bank account in 2 days. Integrates with QuickBooks automatically.

  • Accept credit/debit cards via Stripe
  • Send payment links via text or email
  • Auto-sync with QuickBooks Online
💳

Fast Payments

Customers pay online instantly. Money in your bank in 2 business days.

👤

Client Self-Service

Customers manage everything themselves - less work for you

6

Customer Portal

Your customers get their own login where they can view job history, make payments, request service, and track jobs in real-time. Less phone calls for you.

  • Customers view all their properties and jobs
  • Request service appointments online
  • Pay invoices and view payment history

Everything You Need in One Place

🤖

AI-Powered

Smart pricing, AI receptionist, route optimization, and business insights powered by artificial intelligence.

📱

Mobile Apps

Native iOS and Android apps. Works offline with automatic sync. Install as PWA on any device.

💬

Text & Call

Two-way SMS messaging and AI phone receptionist. Communicate with customers right from the app.

📊

Reports & Analytics

Revenue forecasting, customer segmentation, employee time reports, and custom analytics dashboards.

🔗

QuickBooks Sync

Automatic two-way sync with QuickBooks Online. Invoices, payments, and customers sync automatically.

🔄

Service Plans

Recurring subscription billing for maintenance plans. Automated lead nurturing and Stripe payment processing.

⏱️

Time Tracking

GPS clock in/out, payroll-ready time exports, overtime tracking, and detailed employee time reports.

📸

Photo Galleries

Job photos auto-backup to Google Drive. Create public portfolio galleries to showcase your work.

📄

Custom Documents

Create custom warranties, scope of work documents, and contracts with your branding and templates.

Ready to Streamline Your Business?

Join contractors who are saving time and making more money with Crew Ops Pro.

No charge for 14 days. Cancel anytime.