Everything crewduo does, and where to find it

Your site at yourbusiness.crewduo.com - hosting, security and updates handled for you.

Three themes with your logo, colour, tagline, hours and service area.

Hero, text, photo carousel, services, team, reviews, FAQ, trust badges, call to action, map and contact sections.

Work on changes privately and publish when they are ready.

Enquiries land in your inbox, ready to become clients and requests.

Your catalogue on the site, with prices shown or hidden.

Titles, descriptions and share images - and hidden from search until you're ready.

Ask for a Google review after a paid invoice or a finished visit.

Clients pick a service and a real free time; you choose instant booking or confirm first.

Paste one line to add a request form, a lead form or online booking to your own website.

Client referrals with credit rewards applied to their invoices.

Answers questions and captures the request while you're on the tools.

Use www.yourbusiness.ca instead of the crewduo address.

A one-time code by email or text - no passwords for clients to manage.

Next appointment, invoices to pay and recommendations at a glance.

Every visit, including ones waiting for a confirmed time.

Clients move visits to free times or cancel within your cutoff.

Photos from finished visits, shared with the client.

What's owed, what's paid, and a statement on request.

Card payments and autopay for invoices and deposits.

Review, sign and accept - with a deposit when you ask for one.

Pick a service, a preferred date and a time of day.

New and returning clients book a free time themselves.

Files you share from the client's record - warranties, reports, permits.

Clients keep their contact details, addresses and access notes current.

New clients create their own account from your website.

Work you've recommended, with Remind me later or No thanks.

A personal link and credit toward their invoices.

Capture every enquiry - from the phone, the website or the office - in one place.

Line items from your catalogue, discounts, taxes and a total the client understands.

Every client, their addresses, contacts and history in one record.

Email a tidy PDF from any plan, including Free.

Clients choose optional lines and sign online or in person.

Save a quote you send often and start the next one from it - on the web or the phone.

Reusable wording for quotes, reminders and follow-ups.

Your logo and colour on every client email, with wording you can edit and test.

Spot the same client entered twice and merge them with all their history.

Copy a quote or job to a new client in one step.

Requests, quotes and jobs as boards you move along by dragging.

A board of open follow-ups you move along by dragging.

Log work a property needs, follow it up and turn it into quotes.

What is installed at each property, and when it next needs service.

Drop a lead form on any page you own and route it into the inbox.

Day, week and month views, coloured by technician, team, job type or status.

One-off and repeating jobs with statuses, prerequisites and a waitlist.

Find a free slot, record what you promised the client, and assign the crew.

Working hours, approved time off that blocks booking, and statutory holidays for your province.

Service agreements that generate visits and invoices on schedule, with a history of every change to their terms.

Every technician's day as a row; drag a visit to hand it to someone else.

Each technician's route in their own colour, with numbered stops, drive times and who's closest to a job.

Suggested reshuffles and swaps you review before applying.

Who can take the urgent call, and what fits a sudden gap.

How full each day is, and who is overloaded before it becomes overtime.

Company resources, who has them, and whether they are ready.

Each person's visits on Google Calendar, Outlook or Apple Calendar.

Try a week's changes in a sandbox before anything touches the real schedule.

Where each technician is right now, on the dispatch map - only while clocked in, during scheduled hours or while signed in, as you choose, with a history you decide how long to keep.

Several branches with their own areas, and technicians eligible by zone.

The day's visits in order, with directions and client details.

Arrival and departure times with location, for the office and the client.

Before, during and after, attached to the visit.

Keeps working without signal and syncs when it is back.

Create clients, requests, quotes and visits from the phone.

Face or fingerprint unlock for the app.

The client signs on the phone to accept work or confirm it is done.

Your own inspection and job forms, or ready-made ones for your trade.

Clock in, breaks, clock out and time on the road, feeding timesheets.

Log an expense with a photo of the receipt, even offline.

Request time off from the phone; approved time off blocks booking.

Log work a property needs, with photos, while you are there.

Take card payments in person with the phone or a card reader.

Commission earned, approved and paid, for each technician.

Shares the technician's location with the dispatch map - only if the business turns live tracking on, and only in the hours it sets.

From jobs and visits, with your catalogue, discounts and taxes.

Cash, cheque or bank transfer recorded against the invoice.

Finished work waiting to be billed, in one list.

A pay link on every invoice and in the client portal, with autopay.

Your e-Transfer details on invoices, and transfers matched to the invoice for you.

Take a deposit on acceptance and split the rest into instalments.

Overdue invoices chased automatically, on your rules.

Your header and footer on quotes, invoices and job sheets.

In-person card payments from the phone or a reader.

GST, HST, PST and QST rates that combine the way provinces do, with a filing report.

Credit part or all of an invoice, back to the invoice or the client's account.

Recurring contracts billed on their own schedule.

A second pair of eyes before an invoice goes out.

Cost and margin on every quote, job and contract, and a profitability report.

Revenue by service, product, job type and technician; money owed; taxes collected.

Clients, invoices, payments and refunds kept in step, both ways.

Longer history and the cuts a multi-crew business asks for.

Invite your team; choose exactly what each role can do.

Your prices, times and materials in one catalogue.

The numbers that matter, laid out the way you like.

Bring clients and services in from a spreadsheet or a Jobber, Housecall Pro or QuickBooks export.

Download everything in your account whenever you want - it's your data.

Find any client or job fast; hear about what needs you.

Protect every sign-in with a second step.

Your own fields and forms, or ready-made ones for your trade.

Tag clients, jobs, visits, requests, quotes and invoices your way - and filter every list by tag.

Billable and reimbursable expenses with receipt photos.

Off-season? Pause a monthly plan for a small flat fee instead of cancelling: your data and every login stay, clients can still pay, and the plan comes back on the day you pick.

Hours with overtime rules, manager approval, pay rates and a payroll file.

Stock by location, suppliers, purchase orders and a restock log.

Plans, a ledger and pay periods for payroll.

Approve and reimburse what the crew spent.

Ready-made forms for your trade, adopted in one click.

Email, texts and website enquiries in one thread per client.

Photos, documents and receipts - 2 GB on Free, up to 500 GB on Fleet.

Quote, job and invoice numbers in your own format.

Who changed what, and when, across the account.

Let support into your account for a set time, and see what they did.

The app in other languages, right to left included.

Online card payments and payouts to your bank - crewduo takes no cut.

Quotes, invoices and reminders sent for you - nothing to set up.

In-person payments in the field.

Two-way sync of clients, invoices, payments and refunds.

Two-way sync of clients, invoices, payments and credit notes.

Google Calendar, Outlook, Apple Calendar and phone calendars.

API keys, signed webhooks and published rate limits.

Connect crewduo to thousands of apps without code.

Come in from Jobber, Housecall Pro or QuickBooks; leave with everything, any time.

One number per line, for calls and texts.

Threads in the shared inbox, tied to the client.

Ring the right people in the order you set.

Forward the line you advertise; hand a live call to a colleague.

Read the message instead of listening to it.

Text them back automatically before they try someone else.

Recorded calls, purged after 90 days.

What was said and what was agreed, in seconds.

300 or 1,000 a month per line, with clear overage.

In your business's voice, with your greeting.

Hours, service area, what you charge to come out, what you do.

Name, address, problem and your intake questions.

Finds availability and books, or holds the slot for you to confirm.

For clients it recognises, within your rules.

Passes the urgent ones to a person straight away.

The same receptionist on your texts and your website.

What was said, what was agreed, what it did.

Try it on a demo line before a client ever reaches it.

Builds your services, prices and settings from a conversation.

Turns a technician's quick note into a clear recommendation.

Answers on your site and captures the request - no phone line needed.

Find and change things by asking; you confirm every change.