Invoicing and scheduling are the bare minimum. If you are running a real business, you need tools that actually move the needle on revenue, cash flow, and profitability.
Here are seven CrewRivet features, plus one that is coming soon, which plan includes each one, and why they matter for your bottom line.
1. Photo-to-Quote: Snap a Photo, Get a Quote
On the Crew and Boss plans, Photo-to-Quote saves you writing estimates from scratch: you take a photo of the job site, and CrewRivet’s AI scans the image to identify the scope of work. It drafts a professional quote with line items and quantities, pricing them from your price book (or a price visible in the photo) and leaving any price it can’t find blank for you to fill in.
Why it matters for contractors: You are already at the job site taking photos anyway. Turning that into a quote on the spot means you can hand the homeowner a number before you leave the driveway. Speed wins jobs, and this photo to quote app for contractors gives you a first draft to review instead of a blank page.
How to use it: Open any lead or job in CrewRivet, tap the camera icon, snap a photo, and review the AI-generated quote before sending.
Coming Soon: Tap to Pay — Accept Cards on Your Phone
Tap to Pay is coming soon and is not available in CrewRivet yet. The plan: no dongle, no card reader, no extra hardware — your phone becomes the payment terminal, and customers tap their card or phone against yours. Until it ships, send the invoice from your phone before you leave and the customer pays by card or ACH from its payment link (emailed on every plan; also texted on Crew and Boss to customers who have agreed to receive texts, once your business number is registered).
Why it matters for contractors: Getting paid on the spot cuts out one of the biggest cash flow killers in contracting: waiting 30, 60, or 90 days for a check. Tap to pay for contractors (coming soon to CrewRivet) means you collect before you leave the job site, with fewer invoices to chase. It is easier to collect in full when you can take payment the moment the job is done.
How to use it today: After completing a job, open the invoice in CrewRivet and send it — the customer gets the payment link by email (and by text on Crew and Boss, if they’ve agreed to receive texts and your business number is registered). We’ll update this post when it launches.
2. Business Copilot: Your Weekly Monday Text
On the Crew and Boss plans, every Monday morning CrewRivet’s Business Copilot — an automated weekly check of your numbers — texts you (from your registered business number) a short digest of up to five items. Depending on your week, that can include revenue up or down versus the previous period, a low or high quote close rate, overdue invoices and their total, quotes waiting 7+ days, a 30-day cash flow outlook, and revenue milestones. Many items come with a one-line suggested next step.
Why it matters for contractors: Most contractors do not have time to sit down and analyze their business. The Copilot does it for you. It surfaces problems before they become expensive, like invoices slipping past due or quotes going stale without a follow-up. It’s a quick weekly pulse check, not a full report.
How to use it: The Copilot runs automatically. It texts the owner’s phone, so it needs a business number whose texting registration is approved and the owner’s number saved as a contact; there’s no email version yet. If there’s nothing to report that week, no text goes out.
3. Job Profitability Grading: An Estimated A Through F
On the Crew and Boss plans, CrewRivet gives a job an estimated A-F profitability grade from its estimated revenue, drive distance, the customer’s payment history, the day’s schedule and the materials share. It is an estimate, not your actual expenses, so use it to size up a job before you take it.
Why it matters for contractors: You might feel busy and assume you are profitable, but a job with a long drive, a slow-paying customer and a heavy materials share can eat your margin. The estimated grade gives you a quick read on a job before you commit to it; your job costing and P&L reports show what it actually earned.
How to use it: Open a job to see its estimated grade and the factors behind it.
4. Tax Intelligence: Schedule C, Quarterly Estimates, and Tax Health
On the Crew and Boss plans, CrewRivet gives you a Schedule C report, a quarterly estimated tax payment based on your income so far, and a tax health score that flags gaps — like expenses that still need a tax category — before filing time.
Why it matters for contractors: Most contractors either overpay taxes because they miss deductions, or underpay and get hit with penalties. Tax Intelligence helps with both: the quarterly estimate shows how much to set aside for the IRS, and the tax health score points out what to clean up before your CPA opens your books.
How to use it: On Crew or Boss, log your jobs, invoices, and expenses in CrewRivet, then open the tax reports to see your Schedule C report, quarterly estimate, and tax health score.
5. Milestone Invoicing: Bill Big Jobs in Stages
For jobs that span weeks or months, waiting until the end to invoice is a cash flow disaster. Milestone Invoicing (every plan) lets you break any job into stages, each with its own billable amount. When a milestone is complete, you create that milestone’s invoice from the job page with one click, review it, and send it.
Why it matters for contractors: Large projects tie up your capital in materials and labor for weeks. Milestone billing keeps cash flowing throughout the project instead of leaving you floating expenses until the final walkthrough. It also sets clear expectations with the customer about when payments are due, reducing disputes and misunderstandings.
How to use it: Open the job and add your milestones with their amounts (e.g., deposit, rough-in complete, final). When a stage is done, create its invoice from the job page.
6. Neighborhood Marketing: AI-Generated Ads for Your Best Work
On the Crew and Boss plans, after you complete a job with an address, CrewRivet can generate ad copy for the surrounding neighborhood: door hanger and social post copy designed to win work from nearby homeowners who just saw your truck on their street.
Why it matters for contractors: The best time to market is right after you finish a job. Neighbors noticed your crew. They saw the transformation. Neighborhood Marketing capitalizes on that visibility while it is fresh. Instead of hoping for word-of-mouth, you actively go after the five-block radius around every completed job with polished, professional messaging.
How to use it: On a completed job with an address, click “Generate Campaign” for door hanger and social post copy.
7. Autopilot Mode: One Toggle, Six Automations
Autopilot Mode is a single switch for six automations, on every plan: invoice reminders, quote follow-ups, review requests, maintenance reminders, referral follow-ups, and re-engaging dormant customers. Review requests, maintenance reminders, referral follow-ups and re-engaging dormant customers go by email; invoice reminders and quote follow-ups go by text on Crew and Boss, to customers who have agreed to receive texts, once your business number is registered. Flip it on and all six run; flip it off and no new ones start, and maintenance reminders already scheduled are cancelled (reminders already scheduled for an open invoice or quote, a review request or a referral follow-up still go out).
Why it matters for contractors: Most contractors set up one or two automations and forget the rest exist. Autopilot removes the decision fatigue entirely. Flip it on, and CrewRivet handles the administrative grind that eats up your evenings and weekends. You focus on the work. The software handles the paperwork.
How to use it: Go to Settings, find Autopilot Mode, and toggle it on. You can customize individual automations from there, but the default settings work for most contractors out of the box.
Built for Contractors Who Want to Win
These features target the places contractors lose money: slow quoting, missed follow-ups, and tax surprises.
Try CrewRivet free for 60 days. No credit card required. No contracts. No setup fees. Just the tools your business needs to quote faster, get paid sooner, and keep more of what you earn. Start your free trial today.