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Manage the Job

Call Booking

Easily manage incoming calls and book jobs with Crew Pilot’s streamlined call booking system—designed to help home service businesses stay organized and never miss an opportunity.
Track every appointment and stay organized with the Crew Pilot calendar – designed for home service businesses like yours.
Say goodbye to complicated dispatching and communication. With Crew Pilot, you can easily track every appointment and keep your customers and crew in the loop. It’s the perfect tool for home service businesses like yours.

When you send estimates through Crew Pilot, potential customers get a taste of the awesome service your business delivers.

Our estimates are super cool and interactive. You can add on services and see the total right away. And guess what? They’re a snap to make too, thanks to Crew Pilot. It’ll help you set the perfect price every time.

Work Orders

Don’t let upcoming work orders slip through the cracks. Use Crew Pilot to keep work orders moving smoothly with simplified scheduling, job tracking, invoicing, and more.
Crew Pilot is your ultimate tool for efficient job management. With easy access to job details for you, your team, and your customers, you can streamline your operations and ensure a smooth workflow. Stay on top of your team’s progress, monitor their performance, and promptly address customer satisfaction issues immediately after every visit. Trust Crew Pilot to make your job management a breeze!

Tired of wasting time spending an enormous amount of time on invoicing? With Crew Pilot, you can say goodbye to the hassle. Just click a button and instantly generate a professional invoice with all the necessary details and payment options and deliver to the customer on site. Send it to your customer and get back to what really matters!

Offer customers online payment options to simplify the payment process and ensure cash flow is at its’ peak.

With your Crew Pilot account, you’ll have online payments included, and there are no setup or monthly fees. You only pay when you get paid. And guess what? You’ll get the money right away, not days or weeks later.

Make happy customers

Online Booking

Save time on scheduling by letting leads and customers book an appointment with you online. Your services and availability are based entirely on your preferences.

When you book a job, Crew Pilot will take care of scheduling it, assigning a team member, and sending you a notification—you don’t have to lift a finger!

Keep track of all incoming work requests in one place. Share your customized request form on your website, social media, or client hub so you never miss a customer.

Give your customers 24/7 access to the info they need. The client hub is their online portal where they can request work, approve quotes, review scheduled jobs, make payments, and even refer their friends.

Crew Pilot keeps customers informed with automated emails and texts. They’re always in the loop, no more feeling left out!

You can chat with customers while you’re on the move, and all your conversations will be saved in Crew Pilot for easy reference.

Manage Your Business

Reporting
Commission Tracking
Subscriptions
Manager Alerts
Mobile / Technician App
Field Estimates
Invoicing
Agreements
GPS Tracking

Client Notifications

Stay in touch with your clients, no matter what. You can send them reminders, or just let them know you’re on your way. It’s all easy to do with just a few clicks.
Stay in touch with your clients and keep track of all your conversations in one place. You can even send two-way text messages in the US and Canada!
  • Track trucks and licensing
  • Maintenance dates & schedules

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