Quotes customers accept from their phone. A schedule your crew can read. Invoices that get paid. One app for the whole business, from the laptop at home to the phone in your pocket.
Put your request form on your website or Facebook page. When someone asks for a quote, it arrives as a lead with what they need and how to reach them — and with alerts on, your phone tells you.
A form that looks like you: your name, your number, your services.
Instant estimates, if you want them. Customers see a price from your price book as they ask, and the request lands priced — one tap from a quote.
Calls and texts count too. Add a lead from your phone in a few taps.
Nobody waits a week for a price. Leads going cold are flagged on your dashboard.
CrewDocketnow
New request: Priscilla Vance
Interior + exterior windows · (705) 555-0147
2Quotes
Quotes they can say yes to from the couch.
Send a link by text or email. Your customer opens a clean page with your business name on it, picks a package, ticks any extras and accepts. No app, no account, no printing.
Packages and extras. Offer Good, Better and Best with optional add-ons. The total updates as they choose.
Templates for the jobs you quote every week. Save one once — lines, packages, what’s included — and the next quote is built in a tap.
They pick the day, too. Turn on online booking and they choose from the days you have room on as they accept — you book it in one tap.
Know when they’re reading it. You get an alert the first time they open it, and another when they decide.
A link that looks like you. In their messages, the preview shows your business name and the quote number.
CrewDocketnow
Marguerite Han opened quote #1006
They are looking at it now.
3Schedule
A week you can see at a glance.
Drag a client onto a day to book them. The forecast sits on every day, so a rainy Thursday shows up before it wrecks one.
Weather on the calendar, with a heads-up when rain is likely.
Rain day? Move the whole day. Pick the next clear day and every job moves at once. Each customer’s text is already written — one tap each.
Regulars come up when they’re due. You decide when to book them. Nothing books itself.
A day sheet for the crew with every stop, in order.
In your phone’s own calendar. Every job in Google, Apple or Outlook Calendar — each crew member sees just theirs — and it keeps up when jobs move.
Every job in one place: address, notes, photos, who’s on it, and one tap to call, text or get directions.
9:41
4Your crew
Your crew gets their day, and their pay.
Invite each person with a link. On their phone they see today’s jobs, where to go, and what they’ve earned — worked out the way you pay them.
A share of the job or by the hour. Set it per person. Their pay adds up as jobs are marked done.
Their own sign-in. No shared password. When someone leaves, remove them and they can’t sign back in.
A checklist on every job. What “done” means for each service, ticked off on the phone — your trade’s basics are already filled in.
Done and photographed on site. Mark the job done and add before-and-after photos from the driveway.
Signed off before you leave. Hand the customer the phone; their name and signature go on the job and on the invoice they open.
Works on any phone. Add it to the home screen and it opens full-screen, like any other app.
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5Getting paid
Invoice from the finished job. Get paid by e-transfer.
When a job’s done, its invoice is one tap away with the price and tax already on it. Your customer gets a page with your e-transfer address and a button to copy it — and it turns into their receipt when you mark it paid.
The photos come with the bill. The crew’s before-and-after shots sit right under the total on the invoice your customer opens.
Not sent, sent, opened, paid. Every invoice says where it stands, so you know who to chase.
A chase list of everything unpaid, oldest first, with the reminder already written.
Cash and cheque count too. Mark it paid in a tap and it comes off the list.
Every morning
Start the day knowing what needs you.
The dashboard gathers what’s stuck — invoices nobody has sent, quotes to book, new requests, regulars who are due, leads going cold. Turn on alerts and your phone taps you on the shoulder when something happens during the day.
Today on one screen: the jobs, the crew, the weather and what’s on the board.
Alerts that matter: a new request, a quote opened, a quote accepted or declined.
CrewDocket2h ago
New request: Priscilla Vance
Interior + exterior windows · (705) 555-0147
CrewDocket40m ago
Marguerite Han opened quote #1006
They are looking at it now.
CrewDocketnow
Quote #1006 accepted by Marguerite Han
Total $689.30 · Better package.
Also in the box
The rest of the office, handled.
Bring your clients with you
Export a spreadsheet from Jobber, Housecall Pro, QuickBooks, Google Contacts or your own, and import it. Columns are matched by their names, and duplicates are caught.
Your spreadsheetCrewDocket
Display NameName
Mobile PhonePhone
E-mailsEmail
Billing Street 1Address
Sales tax for your province
Set when you sign up, from your phone number or time zone. At filing time, Profit shows the tax to report for the quarter, less what you paid on expenses, with a spreadsheet of invoices for your accountant.
Ontario HST 13%
Quebec GST + QST 14.975%
Nova Scotia HST 14%
New Brunswick, Newfoundland and Labrador, PEI HST 15%
Alberta and the territories GST 5%
BC, Saskatchewan, Manitoba GST 5%
In BC, Saskatchewan and Manitoba, add provincial sales tax in Settings if your service needs it.
Regular customers
Put regulars on a plan. They show up when they’re due, and booking them is one tap.
Job photos
Before-and-after pictures saved on the job. Location data is stripped out before they’re stored.
Profit
What came in, what the crew earned, what you spent on fuel and materials, and what’s left — by week, by month and by job.
Your data, any time
One button in Settings downloads a copy of your whole business to your computer.
Phone and computer
Same account, same numbers, live on both. Plan the week at the desk, run the day from the truck.
Every customer gets their own page
One link that keeps itself up to date: what they owe and how to pay, quotes waiting on them, visits coming up and what was done lately. They can pick another day for a visit from the days you have room on, or book past work again — you answer with one tap.
To pay $124.30 · 2 bills
Waiting on you Fall cleanup quote
Coming up Tuesday · 9am
A website page, free
No website? Your request link is a page of its own: your services, prices if you show them, reviews and a quote form. Have one? Copy one line into Wix, Squarespace or WordPress.
Straight answer
Two things that aren’t live yet.
Better you read it here than find out after you’ve set up.
In the works
A business number that texts from inside CrewDocket.
Texts in and out in one inbox, shared with your office. When a customer writes “can you do Thursday at 9?”, the booking is one tap.
Today: every Text button writes the message and opens it on your phone, so it goes from your own number. Nothing is ever sent without you pressing send.
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In the works
Card payments on invoices.
A pay-by-card button on the invoice page, with the money going to your own account.
Today: invoices show your e-transfer address and cash or cheque details. You mark an invoice paid when the money lands.
Pricing
What it costs.
Today
Free
Everything on this page, for you and your whole crew.
How-to guides are in the help centre. Something else? Email sam@crewdocket.com. The person who built CrewDocket answers.
Who is CrewDocket for?
Owner-run crews that work outside: window cleaning, pressure washing, gutters, lawns and landscaping, snow, holiday lights, painting, pools and property maintenance. One truck or several.
Does it work outside Canada?
It’s built for Canada first: sales tax by province, Interac e-Transfer on invoices, and dates and dollars written the Canadian way. Outside Canada the tax setup won’t fit yet.
How do customers get their quotes and invoices?
As a link, sent by text or email. It opens a page with your business name on it. They don’t install anything or make an account.
Does CrewDocket text my customers for me?
Not on its own number yet. Today, every Text button writes the message and opens it in your phone’s texting app, so it comes from your number and you press send. A business number inside CrewDocket is in the works.
Can customers pay by card?
Not yet. Invoices show your e-transfer address and cash or cheque details, and you mark them paid when the money lands. Card payments are in the works.
Can I bring my existing clients?
Yes. Export a spreadsheet (CSV) from whatever you use now — Jobber, Housecall Pro, QuickBooks, Google Contacts or your own sheet — and import it. Columns are matched by their names and duplicates are caught. How the move works.
How does my crew get in?
You send each person an invite link. They make their own sign-in on their phone and see their jobs and their pay. Remove someone and they can’t sign back in.
Is there an app to download?
No app store needed. It runs in the browser on any phone or computer. On a phone, add it to your home screen and it opens full-screen and can send you alerts.
What does it cost?
Nothing right now, and you aren’t asked for a card. Paid plans aren’t set yet; the price will be posted here before it applies, and nothing is charged without a price you’ve agreed to.
Can I get my data back out?
Yes. Settings has a button that downloads a copy of your whole business to your computer, any time. It’s your data.
Run tomorrow from your phone.
Your trade, your business name, an email and a password. That’s the whole sign-up.