What your crew gets
every tool your trade needs, working together to automate the busy work so you can focus on the real work.
The Essentials
Get Paid Faster
Send invoices by email with Stripe payment links. On the Crew and Boss plans, they also go by text, with auto-reminder texts on days 3, 7, 14, 21, and 30, to customers who have agreed to receive texts and have not opted out, once your business number is registered. Payment confirmations. Late fee offers.
QuickQuote
Record a voice note at the job site. AI drafts a professional estimate with line items. Review, tap send. From a voice note to a draft quote you review.
Schedule Pilot
Public booking page for your customers, with an email confirmation when they leave an email. On the Crew and Boss plans, day-before reminder texts and on-my-way alerts to customers who have agreed to receive texts, once your business number is registered. Captures TCPA consent.
Review Machine
On every plan, about 24 hours after you mark a job complete, Crew Rivet emails your customer a quick rating request. Everyone who rates sees the review links you've added (Google, Nextdoor or Facebook). It goes to customers with a working email address on file who haven't opted out, and it needs a business mailing address in Settings.
Lead Catcher
On the Crew and Boss plans, a missed call from a caller who has agreed to receive texts from you gets an auto-text response, once your number's texting registration is approved. After hours? They get your schedule. AI classifies every inbound message.
Repeat & Refer
Maintenance reminders by email at 6 and 12 months, to customers with a working email address on file (it needs a business mailing address in Settings). Built-in referral program with tracking codes and reward tracking.
Built for Growth
Customer Portal
Customers sign in with a magic link sent to their email (or by text on the Crew and Boss plans, from your registered business number) and view their quotes, invoices, jobs, and payments in one branded dashboard.
Digital Signatures
Customers sign quotes right on their phone. Signature stored securely. Timestamps signatures with IP for your records.
Good-Better-Best Quoting
Present 2-4 pricing tiers on every quote. Customers pick their option. Tracks which tier wins most often.
Accounting Sync
Send your contacts and invoices to Xero with one click (Boss plan). New QuickBooks Online connections are paused for maintenance.
AI Voice Receptionist
Crew and Boss plans: answers your calls around the clock, within your plan's monthly minutes and daily usage limits, tells callers it's a virtual assistant, takes their name, address and what they need, and sends you a summary. Can book the job on your calendar if you turn that on.
Reporting Dashboard
Revenue, jobs, quotes, invoices, leads, and reviews at a glance. 12-month trend charts. On Crew and Boss, a weekly AI business digest by text from your registered business number.
Game Changers
Built to help you win bigger jobs and make more money. Some are on every plan; the ones marked Crew and Boss come with those plans, with no add-on fees.
Autopilot Mode
One switch turns on six automations, on every plan. 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.
AI Photo-to-Quote
On Crew and Boss: snap a photo at the job site. AI analyzes the scope, matches your price book, and drafts a professional quote in seconds.
Job Profitability Scoring
On Crew and Boss: before you accept a job, see a profitability score. Factors in distance, customer history, materials, and margin.
Milestone Invoicing
Break big jobs into milestones. Invoice each milestone as it's completed. Track progress and keep cash flowing.
Tax Intelligence
On Crew and Boss: Schedule C report, quarterly tax estimates, and a tax health score. Know what you owe before tax season hits.
Neighborhood Marketing
On Crew and Boss, AI writes door hanger copy and social posts for the neighborhood of a job you just finished. Win more nearby jobs.
Professional Proposals
3-page branded proposals with cover page, scope, pricing tiers, terms, and digital signature. Win bigger clients.
Plus:
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