The operations workbench
How to set up an installation job once—and run the whole project from it.
The internal job intake is where the office turns a quote or a new project into work the crew can actually deliver. It is the practical centre of CrewCor.
Start from what you already know
A quote, a request, or a clean new job.
Most projects begin in the office, not through a public request form. Start a clean job, look up an accepted quote to bring its client, site, scope, and billing forward, or convert a client request when one does arrive.
Convert from quote: client, site, scope, and quoted amount prefill
New job: build the project directly from your office's information
Client request: review and complete what the client supplied
Billing client — who pays us
Create a job
Client, site, scope and billing amount filled from the quote. The quote will be marked converted.
Site / location
The information the crew needs before leaving
Site details that travel
No more searching for an address in an old thread.
The intake record stores the site, address, contact, service type, scope, material location, special requirements, and safety flags together. Map links open the site address directly when the team needs directions.
Choose an existing site and CrewCor fills its saved address and contact details, or create a new one when the project is new.
Dispatch without the backfill
Choose the date, crew, access, and conditions once.
Schedule the job, assign the crew, call out restricted access or after-hours work, and record whether PPE is required. If a job starts within 24 hours, CrewCor flags it as a rush.
Creating or materially updating a scheduled job keeps the right people informed with calendar invites and the project details they need.
Scheduling — when & who
Crew-ready before the day starts
Crew assigned
☑ PPE Required — hard hat, safety vest, steel-toe
☑ Night / After-Hours Work
The project record after setup
One place to keep the work moving
Files & drawings
Proofs, artwork, drawings, and site files stay on the job.
Return trips
Create a linked return trip without losing the original context.
Quoted amount, rates, PO, and internal billing notes remain separated from what crews and clients see.
Hours, photos, site notes, additional work, and invoice handoff are all connected to this job.
The job stays useful after dispatch
It is not just a booking form.
The job record is where project files, field details, FLHAs, closeout photos, return-trip history, and office-only billing information stay attached to the real work.
That means the office does not rebuild the job for invoicing, and the crew does not need access to financial details to get the installation right.
One source of truth
Set it up once. Let the job carry the work.
CrewCor keeps the information that begins in the office useful for dispatch, the field, the client handoff, and the invoice.
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