What CrewLineCRM does — five modules, one login

Operations

Does it run the schedule and the jobs board?

Yes — CrewLineCRM places work on a day, week or month calendar to the quarter hour, color-codes it by crew, and flags a conflict when two jobs land on one person at the same time.

The schedule

Day, week and month, filtered by person or by status. Overlapping work gets its own lane instead of stacking on itself, and the week view widens to fit whatever that week holds.

The jobs board

Six columns, from order through to invoiced. This is the one board you drag on, and dragging needs a mouse or trackpad — on a phone you open the card and change its status instead. Drop a card in the next column and the status change is committed on the server — if the server refuses it, the card goes back. Batch-invoicing finished jobs is one action, behind a confirm.

Projects and a timeline view — an empty end date reads "Open-ended", never a guess
Inventory with a stock ledger, a bill of materials and a restock-low list
Subcontractors and suppliers in one vendor directory, with an insurance summary
A public booking page on your own address where customers request a time
The schedule itself is not dragged. You open the job and change the time.

The CrewLineCRM week schedule for July 26 to August 1, with jobs placed by time in color-coded blocks across seven day columns and filter chips above reading Marcus 4, Rosa 3, Tyrell 4 and Unassigned 1. — The week schedule, with a demonstration company's data.

Money

Does it invoice customers and track what they have paid?

Yes — CrewLineCRM totals every invoice on the server in whole cents and records each payment against it, by card, cash, check or other. It records that money. It never processes it.

Invoices and payments

The browser never sends a total, a paid amount or a refunded amount — the server works all three out from the invoice. A payment that would take an invoice past its total is refused inside the transaction that would have written it, and refunds against one payment can never add up to more than that payment. Taking the card itself still happens wherever you take it today.

Payroll, and where it stops

A pay run calculates federal income-tax withholding by the IRS Publication 15-T percentage method, plus Social Security and Medicare. Nevada employer taxes are figured per quarter: Modified Business Tax at 1.17% above the $50,000 quarterly exemption, plus unemployment insurance and the career-enhancement surcharge.

CrewLineCRM does not file or remit any of it, and prints that in a banner on every payroll screen. Payroll is straight time only, and no state withholding is calculated for any state.

Expenses with a real approval step — staff draft their own, an owner or manager approves, rejects or reimburses
Books in whole cents — trial balance, income statement, balance sheet and chart of accounts
Sales tax for Nevada only, across 17 counties, with the reason for the number shown on the invoice
Recurring plans at a price fixed in cents when you create it — no card is charged
An invoice goes out as plain-text email, written by the server from the invoice row. There is no PDF.

The CrewLineCRM invoice list: six invoices with client name, a status of paid, partial, sent or draft, the total and the amount still due — the first row is paid in full at $738.18 and the third still owes $172.09 of $286.81. — The invoice list, in a demonstration company's account.

Customers

Does it keep customers, leads and contracts together?

Yes — six things sit in one Customers module: clients, contacts, leads, the pipeline, contracts and reviews. A lead becomes a client in one click, and converting the same lead twice returns an error instead of a duplicate.

Clients, contacts and leads

A client record carries tags, a rank, a status and your notes, and it archives rather than vanishes — deleting one outright belongs to the owner alone. Contacts hang off the client with a stage and a log of when you last spoke. Leads carry a value, a score and an expected close date.

Import customers from a CSV, with a dry run that writes nothing until you type IMPORT
Export customers, leads, contacts and reviews to CSV — owner and accountant only

The CrewLineCRM client list: twelve customers with email and phone, tags such as commercial, residential and priority, last-visit and next-visit dates, and a status of Active or Prospect, above a search box and New client, Import CSV and Export CSV controls. — The client list, in a demonstration company's account.

The pipeline

Deals sit in stage columns, with the open total and the weighted forecast across the top. You move a deal by choosing the new stage from the dropdown on its card: the board updates straight away, rolls back if the server refuses, and tells you to reload if somebody else got there first. There is no dragging on this board.

Contracts and reviews

A contract records a title, a value, a status, an expiry and notes, and the server stamps the date when you mark it sent and the date when you mark it signed. That is a record that a contract was signed, not a signing tool: CrewLineCRM captures no signature and sends no signing link. Reviews are the same — you type in the rating, the source and your reply.

The CrewLineCRM pipeline board with five stage columns — New, Contacted, Quoted, Won and Lost. Each deal card shows a value, a Convert button and a stage dropdown; the tiles above read $263,800 open across six active deals. — The pipeline board. Each card carries the dropdown that moves it.

People

Can my crew clock in and book time off?

Yes — staff clock themselves in and out with both times stamped by the server, and every time-off request goes to an owner or a manager to approve or deny.

Staff directory

Everyone on the crew, with pay type and rate kept behind a permission of their own. Pay moves through one route only an owner or a manager can reach.

Time clock

Clock-in and clock-out times come from the server, not the phone that tapped the button. A staff member can only clock themselves.

Time off

The request is raised by the person and the decision belongs to an owner or a manager.

Staff cannot see payroll at all, and cannot list the staff directory or anyone's pay.

Insights

What numbers does CrewLineCRM show me?

CrewLineCRM shows revenue, cash flow, A/R aging, service mix, the lead funnel, customer growth and review velocity — seven views, each answering a question you would otherwise rebuild in a spreadsheet.

A dashboard that admits what it doesn't have

The dashboard is built group by group, and each group is gated twice: on whether that module is on for your business, and on your own permission to read it. A module you turned off is absent rather than broken, and a field tech gets an honestly small dashboard.

Revenue this week and this month, outstanding A/R, overdue invoices, and jobs by stage
Low-stock items, active clients, open pipeline, and time-off requests awaiting a decision
Fixed windows only — this week, this month, next 7 days, last 90 days. There is no date range to pick.

The CrewLineCRM dashboard with tiles for money, operations, bookings, inventory, customers, people and reviews: revenue this month $2,442.86, outstanding A/R $2,259.68, eleven jobs scheduled in the next seven days, twelve active clients, and an average rating that reads No reviews yet. — A demonstration company's dashboard. An empty tile is shown empty.

In the field

Does it work on a phone in the field?

Yes, in the phone's browser: CrewLineCRM lays the same schedule out for a small screen, and a job photo is squeezed down to a 1600-pixel long edge before it ever leaves the phone.

That takes a picture from a 12-megapixel camera down to roughly 400 to 900 kilobytes — the difference between a photo that lands from a driveway on two bars and one that does not. Attachments are checked by their actual bytes, not the name on the file, and a file is visible to exactly the people who could already see the record it hangs off.

There is nothing to download and nothing in any store. It is the same login the office uses, opened in the browser already on the phone, and it needs a connection. The month view is hidden on a narrow screen.

CrewLineCRM in a phone browser: the same week schedule narrowed to three day columns, with the Day and Week buttons, the date range and the per-person filter chips stacked above the grid. — The same week, on the phone in the truck.

Roles

Who on my team can see what?

CrewLineCRM has four roles — owner, manager, staff and accountant — on a default-deny matrix: a role reaches nothing it has not been explicitly granted.

Every route has to declare which capability it needs, and if one does not, the product refuses to start rather than shipping an unguarded door.

Every limit below is enforced on the server.
Role	Where it stops
Owner	Nowhere inside the product. Deleting a client record outright belongs to the owner alone.
Manager	Cannot export data. Export is owner and accountant only; a manager is refused it.
Staff	Can read an invoice and its payment and refund ledger, but cannot send an invoice, take a payment or issue a refund. Cannot see payroll or the staff directory at all. Job prices are stripped out by the server, and their jobs and timesheets are scoped to their own rows.
Accountant	One of the two roles that can export, alongside the owner.

An admin badge adds user management and the audit trail on top of a role, and carries no billing, settings, export or books. Your company's rows are separated in the database itself, not just in the page. More on where your data lives.

Straight answers

What is not in any of this?

Seven things people assume are included and are not: invoice PDFs, e-signature, review collection from Google or Yelp, overtime, a phone system, a draggable schedule, and a complete data export.

No invoice PDFs. An invoice reaches your customer as plain-text email.
No e-signature. Someone in your office marks the contract signed; that is the date the server stamps.
No review collection. Reviews are the ones you type in. There is no link to Google or Yelp.
No overtime. Payroll is straight time only.
No phone system. No plan sells one: no phone tree, no voicemail, no recording and no transcripts.
No dragging on the schedule or the pipeline. The jobs board is the only board with real drag-and-drop.
No export for invoices, payroll or the books. Five things export: customers, leads, contacts, reviews, and a list of your files — the list, not the bytes.

The complete list of what it doesn't do, and which areas have no export yet.

Request access

How do I get an account?

CrewLineCRM has no signup button — you request access, a person reads the request, and if it is a fit they set the account up with your customers, your services and your rates already in it.

If it is not a fit, you get told that instead. The price is $99 a month for up to 10 people and $499 for up to 25, per business — and the seat count is a hard cap, not a warning you can ignore.

Request access See what it costs

The questions people actually ask, and how the pricing models compare — including where CrewLineCRM is the wrong choice.