Resources
The complete CrewCor feature and benefit list.
Every capability in CrewCor, and what each area does for your business. Jump to any section below.
Lead capture and client requests
Features
- Branded public quote-request form
- Website-embeddable request form
- Company and contact details
- Installation type and project scope
- Site address and access information
- Requested date and firm-date indicator
- After-hours requirements
- PPE and safety requirements
- Notes and special instructions
- Drawing, photo, and project-file uploads
- Automatic request IDs
- Request status tracking
- Known-client recognition
- Convert requests directly into jobs
Benefits
- Capture new work 24/7
- Collect complete information before quoting
- Reduce email back-and-forth
- Prevent requests from being lost
- Move approved opportunities into production faster
Client and site management
Features
- Central client directory
- Client contacts and communication details
- Multiple sites per client
- Site access notes and requirements
- Client and site history
- Previous jobs and quotes
- Repeat-job lookup
- Client merge and deduplication
- Global search
- Address autocomplete
- Maps links and directions
Benefits
- Reduce repetitive data entry
- Find past project information quickly
- Improve repeat-job accuracy
- Give crews better site context
- Build a complete customer history
Estimating and quoting
Features
- Square-foot pricing
- Hourly pricing
- Half-day pricing
- Full-day pricing
- Fixed-price quoting
- Crew-size rate tables
- Minimum charges
- Rush premiums
- Night-work premiums
- Rollout and project setup fees
- Pricing overrides
- Materials and pass-through costs
- Equipment, lift, parking, disposal, and travel charges
- Quote terms and expiry dates
- Quote revisions linked to the original
- Quote version tracking
- Branded quote PDFs
- Online quote acceptance
- Online change requests
- Requested installation dates
- Firm-date indicators
- Quote-to-job conversion
Benefits
- Prepare quotes faster
- Apply consistent pricing
- Capture all billable costs
- Reduce calculation errors
- Make revisions easy to track
- Give clients a professional approval experience
- Convert accepted work without re-entering information
Job intake and project setup
Features
- New job creation
- Jobs from quotes
- Jobs from client requests
- Return-trip jobs
- Day-two scheduling
- Existing-job updates
- Automatic job numbering
- Client and site assignment
- Scope and service details
- Schedule and crew assignment
- Material requirements
- PPE and access information
- Rush and night-work flags
- Project stage and hold status
- PO status and PO number
- Internal billing notes
- Special instructions
- Job cancellation and status controls
Benefits
- Create one reliable source of truth for every project
- Keep office, crew, and client information together
- Reduce missed requirements
- Make urgent or held work visible
- Speed up repeat and converted jobs
Scheduling and dispatch
Features
- Day, three-day, week, and month schedule views
- Dispatch board
- Unassigned-job view
- Crew assignment
- Technician schedules
- Drag-and-drop schedule editing
- Schedule time resizing
- Conflict visibility
- Date navigation
- Time-off visibility
- Google Calendar connection
- Calendar synchronization
- Calendar feeds
- ICS invitations
- Maps and site directions
Benefits
- See the full workload at a glance
- Assign crews more efficiently
- Reduce double-booking
- Make schedule changes quickly
- Keep technicians informed automatically
- Improve daily utilization and coordination
Crew and technician operations
Features
- Technician-specific job views
- Today and upcoming job schedules
- Mobile-friendly job information
- Crew assignment details
- Scope and site instructions
- Project-file access
- Job timers
- Manual time entry
- Hours-on-site tracking
- Offline draft support
- Field notes
- Completion forms
- Photo uploads
- Digital signatures
Benefits
- Help crews arrive prepared
- Reduce calls back to the office
- Make field reporting faster
- Capture accurate labor information
- Keep work moving in areas with limited connectivity
Inventory, materials, and equipment
Features
- Material requirements by job
- Equipment requirements by job
- Consumable inventory items
- Quantity and reorder-level tracking
- Active/inactive inventory status
- Low-stock health alerts
- Equipment tracking
- Materials-readiness visibility
- Material cost assignment to jobs
- Supply and equipment cost categories
- Materials follow-up queue
- Purchasing and replenishment workflow support
Benefits
- Reduce stockouts and last-minute purchases
- Ensure crews have required materials and equipment
- Connect material usage to the correct project
- Improve purchasing decisions
- Prevent material costs from being overlooked
- Prepare jobs more reliably before installation day
Job costing and profitability
Features
- Labor time tracking
- Crew-size cost tracking
- Estimated labor hours
- Actual hours worked
- Materials costs
- Equipment and lift costs
- Travel costs
- Parking and disposal costs
- Supplies and pass-through costs
- Receipt and expense tracking
- Project cost ledger
- Return-trip costs
- Outside-scope costs
- Estimated-versus-actual comparison
- Gross-margin reporting
- Job profitability visibility
- Client and service-type profitability analysis
Benefits
- Know what each job actually costs
- Identify margin loss early
- Improve future pricing decisions
- See whether extra visits are profitable
- Understand which clients, services, and job types perform best
- Replace guesswork with project-level financial information
Digital safety and FLHA compliance
Features
- Digital Field-Level Hazard Assessment per job and day
- Environmental, ergonomic, access, overhead, rigging, electrical, and personal-limitation checks
- Task, hazard, and control-plan records
- Tool inspections
- Caution-tape confirmation
- Working-alone declaration
- Crew sign-on
- Electronic signatures
- Supervisor sign-off
- Client representative sign-off
- Incident and injury records
- Signed FLHA PDF export
- FLHA links from jobs and calendars
- Safety checks before closeout
Benefits
- Standardize safety procedures
- Reduce missed hazard checks
- Create audit-ready documentation
- Demonstrate compliance to clients and regulators
- Protect crews and the business
- Keep safety records connected to the project
Project files and document storage
Features
- Job-specific project files
- Client drawings and mockups
- Direct browser uploads
- Upload progress tracking
- Client-supplied files
- Completion photos
- Office-only documents
- Controlled technician access
- Quote-file migration
- Request-file migration
- Return-trip file sharing
- Storage quota management
- Legacy file support
Benefits
- Keep project information in one place
- Prevent lost email attachments
- Make current drawings available to crews
- Protect pricing and internal documents
- Reduce repeated file requests
- Maintain a complete project record
Field completion and closeout
Features
- Digital completion form
- Completion status
- Actual hours
- Crew count
- Before-and-after photos
- Completion notes
- Outside-scope reporting
- Invoice notes
- Return-trip flag
- Client signoff
- Digital signature capture
- Project checklist completion
- Closeout corrections
- Additional photo uploads
- Office notification
- Client completion notification
Benefits
- Prove exactly what was completed
- Document extra work before billing
- Identify return trips immediately
- Reduce completion disputes
- Create consistent closeout records
- Shorten the time between finished work and invoicing
Client photo galleries and portals
Features
- Public gallery links
- Before-and-after galleries
- Per-photo downloads
- ZIP downloads
- Branded gallery pages
- Client project portals
- Gallery links in completion emails
Benefits
- Give clients convenient proof of completion
- Reduce photo requests to the office
- Make completed work easy to share
- Provide a polished post-project experience
Client and office communication
Features
- Quote emails
- Quote acceptance emails
- Quote revision emails
- Job scheduling emails
- Crew notifications
- Client confirmations
- Completion emails
- Return-trip notifications
- Request confirmations
- Materials follow-ups
- PO follow-ups
- Morning briefing emails
- Technician reminders and digests
- Reviewable email outbox
- Communication history
- Configurable sender identity
- ICS calendar attachments
- Inbound communication queue
- Optional transactional SMS
Benefits
- Keep everyone informed automatically
- Reduce manual follow-up
- Make urgent changes visible
- Prevent important messages from being forgotten
- Maintain a consistent professional voice
- Keep communication tied to the job or quote
Billing and QuickBooks integration
Features
- QuickBooks Online connection
- Customer synchronization
- Service-item synchronization
- Invoice creation
- Quoted-price invoicing
- Hourly invoicing
- Pass-through invoice lines
- Materials and equipment billing
- PO number transfer
- Invoice notes
- Invoice matching by job number
- Invoice number synchronization
- Ready-to-invoice queue
- Invoice exception handling
- Billing access controls
- Revenue based on invoiced work
Benefits
- Invoice sooner after completion
- Reduce duplicate accounting work
- Keep job and accounting records connected
- Avoid incomplete invoices
- Improve billing accuracy
- Strengthen cash-flow visibility
Operations dashboard
Features
- Today’s jobs
- Upcoming jobs
- Ready-to-invoice jobs
- Open quotes
- Pipeline visibility
- Billed revenue
- Attention panel
- Schedule issues
- Reassignment tasks
- Quick actions
- Operational status cards
- Manager and technician views
Benefits
- Start each day with a clear operating picture
- Prioritize urgent work
- Identify incomplete jobs and billing gaps
- Reduce time spent searching through records
- Keep the office focused on the next action
Tasks and follow-ups
Features
- Personal to-dos
- Manual tasks
- Reassignment tasks
- PO follow-ups
- Materials follow-ups
- Client approval follow-ups
- Unanswered-communication follow-ups
- Due dates
- Completion tracking
- Reviewable chase queue
- Outbox workflow
Benefits
- Prevent important work from falling through the cracks
- Make ownership clear
- Improve accountability
- Turn operational problems into trackable actions
- Reduce dependence on memory and spreadsheets
Reporting and business intelligence
Features
- Revenue reporting
- Revenue by month, quarter, and year
- Revenue by client
- Revenue by service type
- Jobs by status
- Unscheduled-job reporting
- Completed-but-not-invoiced reporting
- Quote funnel reporting
- Quote conversion rates
- PO aging
- Return-trip reporting
- Outside-scope reporting
- Labor and hours reporting
- Crew utilization reporting
- Job-cost analysis
- Client profitability
- Service profitability
- CSV exports
Benefits
- Understand where revenue comes from
- Find unbilled work
- Identify slow approvals and overdue POs
- Improve pricing and estimating
- Measure crew productivity
- Make decisions using actual business data
Client history and search
Features
- Global search
- Job-number search
- Quote-number search
- Intake-number search
- Client search
- Site search
- PO-number search
- Client job history
- Quote history
- Site history
- Previous photos and notes
- Job status history
- Audit history
Benefits
- Find answers quickly
- Improve customer service
- Make repeat work easier
- Preserve institutional knowledge
- Reduce time spent searching old systems
Security and permissions
Features
- Secure authentication
- Password recovery
- Employee invitations
- Role-based access
- Company data isolation
- Office-only files
- Technician billing restrictions
- Protected public links
- Audit history
- Secure integrations
- Protected scheduled jobs
- Server-side secret management
Benefits
- Protect customer and financial information
- Give employees only the access they need
- Reduce accidental disclosure
- Support secure multi-company operations
- Create accountability for sensitive changes
Automation and system health
Features
- QuickBooks synchronization
- Calendar synchronization
- Morning briefings
- Technician reminders
- Technician digest emails
- Materials chase automation
- PO chase automation
- Integration health monitoring
- Guardian system checks
- Audit logging
Benefits
- Automate repetitive administrative work
- Ensure follow-ups happen consistently
- Detect integration problems earlier
- Reduce silent failures
- Give management more confidence in the system
Branding and customer experience
Features
- Customer-branded emails
- Branded quote documents
- Branded request forms
- Branded client galleries
- Customer company name in communications
- Customer signature and contact details
- CrewCor-powered platform
- Consistent web and email styling
- Light and dark interface modes
Benefits
- Present a professional image at every stage
- Keep the customer’s company—not the software—front and center
- Build customer confidence
- Deliver a consistent experience from quote to completion
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