Operations
Schedule, job board from order to invoiced, inventory with low-stock alerts, and a public booking link.
For contractors with a crew
One system to run the whole job — from the first call to the last payment.
CrewLineCRM keeps your schedule, your crew, your customers, your invoices and your payroll in one place. No more whiteboard on Monday, spreadsheet on Wednesday and a shoebox of receipts in April.
Onboarding done with you Your data exports whenever you want No per-seat surprise billing
6modules in one login — customers, money, people, operations, phone, insights
1place the schedule lives, so nobody double-books a tech again
0spreadsheets required to know what you're owed this week
What's inside
Built around the way the work actually happens
Every screenshot below is the real product, not a mock-up.
The schedule everyone can see
Day, week or month. Filter by person or by status. When a customer moves the 10 a.m., you change it once and everyone is looking at the same schedule — you are not texting five people to tell them it moved.
- Colour-coded by technician, with per-person job counts
- Jobs, appointments, time blocks and reminders on one grid
- Overlap warnings before you double-book somebody
- A public booking link customers can use themselves
Invoices that know what you're owed
Finish a job, turn it into an invoice, take the payment. Every figure is stored in whole cents and recalculated on our server — the number on the invoice is the number that gets charged.
- Draft → sent → partial → paid, with amount due always visible
- Line items split into labour, parts and delivery for correct sales tax
- Card payments, partial payments, refunds and overdue reminders
- Recurring invoices for maintenance-plan customers
Know which bids are actually going to land
Drag an estimate across the board from new to contacted to quoted to won. Open pipeline and a probability-weighted forecast sit at the top, so you know whether to hire before the busy season starts, not after.
- Open pipeline value, weighted forecast and win rate at a glance
- Convert a won deal straight into a client and a job
- Lead source tracking, so you learn which ads are worth it
- Export to CSV any time — the data is yours
Every customer, every job, every conversation
Open a customer and you get their history: what you installed, what it cost, what they still owe, when you were last out there. The person answering the phone knows as much as the person who did the work.
- Tag customers — maintenance plan, commercial, priority, referral
- Job history, invoices and documents on the customer record
- Import your existing customer list from a spreadsheet
- Built-in phone module logs inbound calls against the customer
All of it, included
Six modules, one login, one bill
Every plan gets every module. We don't sell the parts of your business back to you one at a time.
Money
Invoices, payments, recurring billing, expenses, payroll runs, payroll taxes and a books view your accountant can read.
Customers
Clients, leads, the pipeline board, contracts, reviews and a document store — all on the customer record.
People
Your crew, their pay type and rate, timesheets, time-off balances and who is out this week.
Phone
An inbound phone tree, call routing, voicemail-to-email and a call log tied to the customer who rang.
Insights
Revenue by week, service mix, outstanding receivables and where the jobs are coming from.
In the field
It works on the phone in your tech's pocket
The same login, in the truck. No app store, no separate mobile product to pay for — it's a web app, so it opens in whatever browser is already on the phone and lays itself out for a small screen.
- Nothing to install and nothing to keep updated
- Today's jobs, the address and the customer's history on one screen
- Four roles — owner, manager, staff, accountant — with real limits
- Sending invoices, taking payments and running payroll stay with you
Pricing
Priced per business, not per person
Every plan includes every module. You grow the crew without the bill jumping every time you hire.
Pro
$99 / month
For an owner-operator and a small crew who want everything in one place.
- Up to 10 team members
- All six modules included
- 2,500 customer emails a month
- 25 GB of documents and photos
- Phone module included
Business
$199 / month
For an established shop running several crews and a dispatcher.
- Up to 25 team members
- All six modules included
- 10,000 customer emails a month
- 100 GB of documents and photos
- Priority onboarding and support
Enterprise
$399 / month
For multi-location operators who need room to grow and more hands-on help.
- Up to 100 team members
- All six modules included
- 50,000 customer emails a month
- 500 GB of documents and photos
- Migration handled with you
Prices in USD, billed monthly. Card processing fees are charged by Stripe and are not marked up by us. Payroll figures are calculated for your records — see the FAQ.
Straight answers
Questions people actually ask
Why do I have to request access instead of just signing up?
Because we would rather set up ten businesses properly than let a hundred sign up and bounce off a half-configured account. Right now every new account is onboarded by a person: we import your customer list, set up your services and rates, and get your first week on the schedule before you rely on it.
Tell us about your business below and we'll come back to you with next steps.
Does CrewLineCRM file and pay my payroll taxes?
No. CrewLineCRM calculates payroll and payroll taxes and keeps the records, but you are responsible for filing returns and remitting the money to the IRS and to your state by their deadlines. We say so inside the product too, on every pay run.
If you use a payroll provider today, keep using it — you can export what they need.
Can I get my data out?
Yes, whenever you want, without asking us. Customers, invoices, pipeline and books all export to CSV from inside the app. It's your business's data; a CRM that holds it hostage is a CRM you should not buy.
How do payments work?
Card payments run through Stripe. The money goes to your Stripe account, not ours, and Stripe's processing fee is theirs — we don't add a percentage on top of your customers' payments.
You can also record cash, cheque and bank-transfer payments so the invoice reflects reality even when the money didn't come through a card.
Do I have to pay for every person I add?
No. Each plan includes a team-size allowance — 10, 25 or 100 people — and everyone within it is included. There is no per-seat charge that quietly grows every time you hire a helper for the summer.
What kind of businesses is this for?
Trades and field-service businesses that send people to job sites: HVAC, plumbing, electrical, cleaning, landscaping, appliance repair, general contracting. If your day is customers, a schedule, a crew and invoices, it fits.
If you sell products from a shelf and never leave the building, there are better tools for you than this one.
Is my data separated from other companies' data?
Yes. Every record in the database carries the organisation it belongs to, and the database itself enforces that separation on every single query — not just the application code. It has been audited and tested specifically for cross-company leakage.
Request access
Let's see if it fits your shop
Tell us a little about the business. If CrewLineCRM is a good fit we'll get you set up — customer list imported, services and rates configured, your crew on the schedule. If it isn't a fit, we'll tell you that instead of selling you a seat.
- A real person reads every request
- No card required to talk to us
- We'll tell you plainly if you're better off elsewhere