The full customer lifecycle. One system.
From the first phone call to the Google review — every step your business runs on, covered. No modules to bolt together, no consultant to configure it.
Every lead lands in one feed
Inbound leads flow into a single feed instead of your voicemail. Drop the embeddable widget on your own website to capture requests, then track each one through a pipeline view from first contact to booked job.
Learn more →Itemized quotes, approved online
Build quotes with line items, tax, and discounts in minutes. Send a shareable link — the customer reviews and approves online, and you know the moment they do. No printed estimates, no phone tag.
Learn more →The whole week on one board
A calendar and a kanban job board — Scheduled, In Progress, Completed, Review Requested. Assign crew to jobs with employee availability checking, so nobody's double-booked and nothing falls off the schedule.
Learn more →Invoice on completion, paid online
When a job is marked complete, the invoice is created automatically. Customers pay online through Stripe right from the invoice — no chasing checks, no 'I'll mail it Friday.'
Learn more →Follow-ups that send themselves
AI-powered sequences follow up after quotes go out and after jobs wrap — the messages you'd send if you had the time. Quotes stop going cold because you were on a roof all week.
Learn more →Repeat work books itself
Set a cadence and CrewWorx auto-creates the next job — quarterly maintenance, seasonal cleanups, annual inspections — and reminds the customer before you show up.
Learn more →Reviews, requested automatically
After a completed job, CrewWorx sends an automated Google review request. Steady five-star reviews without you remembering to ask.
Learn more →A branded portal for your customers
Your customers get a branded client hub to view quotes and jobs. Want the whole storefront? CrewWorx builds your business website with online booking, lead capture, and review automation built in.
Learn more →See it with your own jobs in it.
Start free, or book a demo and we'll walk your workflow through it.
