The product

Five capabilities. One record underneath all of them.

None of this is a module you buy separately, because none of it is separate data. The same job, customer, crew member, photo, hour, and dollar appear in every surface below — which is the only reason none of it needs re-typing.

The office portal

A board that answers “what needs me right now” in one look.

The owner opens this between calls, in a truck cab, at 11pm. So it leads with one commanding figure you choose, a row of live readouts, and a queue of the things actually waiting on a decision — not one card per feature.

Your arrangement
Pick the headline figure and order the panels. The board is yours or the shop's default, and the page says which one you're looking at.
Leads and customers, apart
Two surfaces, because a queue and a directory answer different questions. A number that rang in isn't a customer yet.
Your job statuses
Name them, colour them, order them. The shop's own words, mapped onto the phases the product needs.
Price book
Services and job templates. One click builds the job and a draft estimate off it.
Reports
Revenue, collections, AR aging, and who owes you what.
Built for 11pm
Command palette over the whole portal, and a dark mode that was designed rather than inverted.
OfficeJobs
JobScheduledTechStatus
No heat — diagnostic
1418 Aspen Ridge Dr
Today 11:00Ray O.Dispatched
Spring maintenance
92 Larkspur Ln
Today 14:30Dee W.Booked
Condenser replacement
7 Quarry Rd
Thu 09:00Ray O.Booked
Built from the price book
No‑heat diagnostic — residential
Template · 1.0 hr labor · trip charge · draft estimate attached
1 click
The field app

Four tabs, gloved hands, bad light, one thumb.

The tech app is not the office portal shrunk down. It is four tabs — clock, jobs, schedule, messages — because someone standing on a roof needs one obvious next action, not a navigation tree.

Clock
In, out, and breaks — per-job hourly or a simple shift. The office sets which, per worker.
Photos
Captured and tagged on site. The office sees that gallery on the same job that gets billed.
Notes
Both directions between the tech and the office, live.
The customer
Navigate, call, or text them straight from the job.
Invoice on site
The tech drafts it; the office approves and sends it.
Their own hours
The current pay period, without having to ask anyone in the office.

Geofencing clock-in to the job site is designed and not built. Until it ships, the app records where it was told it is, and doesn't claim to have verified it.

7:58My jobs
1418 Aspen Ridge Dr
11:00 · No heat — diagnostic
92 Larkspur Ln
14:30 · Spring maintenance
7 Quarry Rd
Thu 09:00 · Condenser swap
Clock in
Inbox, calls & reviews

Every text, call, and review request on your own number.

The Podium half of the stack, riding on the same customer records as everything else — so a thread sits beside that customer's jobs, invoices, and payment history instead of in a separate tool that has never heard of them.

Texting
Two-way, with photos, delivery receipts, and STOP/consent handled for you.
Calls
A softphone with real hold, call waiting, recording consent, and business-hours routing.
Missed calls
Text back automatically and open as a lead, before anyone has looked at a screen.
Shared inbox
Run it as one pile the whole shop works, or assign threads per person.
Team chat
Internal DMs and group chat in the same inbox as the customer threads.
Templates
A message library, saved drafts, and an automations page you control.
Review asks
Timed after the job, reminded once, then stopped — and attributed back to the job that earned the review.

Reading and replying to Google reviews inside Crewbound is written and dormant, waiting on Google API access. Sending review requests and measuring what they convert works today.

OfficeAutomations
Ask for a review 3 hours after a job completes
SMS first · email fallback · one reminder, then it stops
On
Thanks for having us out today. If Ray took care of you, would you leave Bell Heating & Air a quick review? It genuinely helps a small shop.
Sent by automation4:30 PM
Attributed back to the job
Invite → review conversion recorded on job #1042
6:04 PM
Estimates, invoices & payments

The bill is assembled out of work that already happened.

Because the clocked hours, the price-book parts, and the photos all live on the job, an invoice is a view of the record rather than a form somebody fills in a second time.

Estimates
Good / better / best options the customer chooses from themselves.
Invoices
Built from the price book, with your own sales-tax handling. Money is integer-cents-safe end to end.
Documents
Branded PDF estimates and invoices, emailed or texted from the thread.
Pay page
The customer taps a link and pays. No login, no account, no portal.
On site
Cash and check captured at the door, plus a texted pay link on approved invoices.
Their own hubs
Invoices and estimates are surfaces in their own right, not something hanging off a job.

QuickBooks accounting sync runs against a stand-in client today, so the whole flow is demonstrable before we're live against Intuit. The live integration and QuickBooks Payroll are both still to build — and the product never reports a sync that didn't happen.

OfficeInvoices / INV‑1042
LineQtyAmount
Diagnostic — residential
From the price book
1$129.00
Hot surface igniter
Part · photographed on site
1$186.00
Flame sensor
Part
1$64.00
Labor
2:48 clocked · billed to the nearest quarter hour, 2.75 hr × $145.00
2.75$398.75
Subtotal$777.75
Sales tax · 7.25%$56.39
Total due$834.14
Send invoice Download PDF 6 photos attached
Crew, hours & timesheets

Hours that already know which job earned them.

A time clock that isn't tied to jobs just produces a number somebody has to explain. Here every entry carries the job it was worked on, so a timesheet is auditable straight back to the work.

Per worker
Clock mode and pay rate, both set by the office rather than chosen in the truck.
Rate history
Dated, so a raise this month doesn't silently rewrite what last month cost.
Pay periods
Approve and lock one, and see who is on the clock right now.
Roles
Owner, office, and tech, with permission floors that hold.
Worker records
Each with their own timesheet, jobs, and history.

Pushing approved hours into QuickBooks Payroll is the next major piece and is not built. Timesheets are complete and exportable in the meantime.

OfficeTimesheets
DayJobsHours
Mon3 jobs8:12
Tue4 jobs · #10428:44
Wed2 jobs · 1 break7:36
Thu3 jobs8:03
Ray O. · pay period
Every hour traceable to the job that produced it
32:35
Approved & locked

Every row knows which shop it belongs to

Crewbound is multi-tenant, and the isolation is enforced in the database with row-level security rather than by application code remembering to filter. A query written wrong returns nothing rather than someone else’s customers. There is no report, export, or integration that can cross that line.

Bring us a week of your real jobs.

The fastest way to judge this is to watch it run against work you recognize. Thirty minutes, screen shared, no slides.