What’s new in CrewDocket
What changed and when. Only what’s live for every business is here — nothing announced before it works.
From yes to booked
When a customer accepts, the note they leave — a gate code, the dog — lands on the job, “this week” books your next working day, and the job is named for everything they bought. The quote then reads “Booked tomorrow”.
How it worksQuotes and invoices on paper
Print or save a PDF and each count prints with its unit — 1,800 sq ft at $0.35 — and nothing on the page points at a button paper doesn’t have.
How it works
Quote by the square foot
Add a service sold by the square foot, the window or the hour and the quote asks how many right under the line: 1,800 × $0.25 = $450. The line reads “Sq ft 1,800”, not “Qty”.
How it worksBooking, one screen
Pick the day from a row — Today, Tomorrow, Sat — and a service priced by the square foot asks how many and works out the price. A job days away offers “Ask them to confirm”, the text already written.
How it worksA price book you fill in a minute
On a phone, your price book reads like a price list: each service and its unit on the left, one price box on the right. Type a price, tap Next, type the next. Tap a name to rename it.
How it worksTexting, tidied up
Start a text by typing a name or a number. Quick replies fit the moment — an apology under a complaint, “On our way” only on a job day — and “Remind me to send” offers tomorrow morning in one tap.
Accept and pay without scrolling
On a phone, the quote your customer opens keeps “Accept · $56.50” at the bottom of the screen, and an unpaid invoice keeps “How to pay”. One tap from the price.
How it worksYour crew sees their pay, not your prices
On Jobs and Home, a crew member sees what each job pays them — “$17”, “$149 your pay” — never what you charge. Times read in words: “a week ago”, not “1w ago”.
How it worksNew leads open on the reply
A new request opens with its first reply in view — no scrolling past three Text buttons to reach it. Tap their number to call; the board says “no reply in 6 days”.
How it worksA client sheet that agrees with itself
A customer on a recurring plan reads “Weekly plan · 1 day overdue” everywhere on their sheet. Tap their number to call, or their next visit to open it.
How it worksInvoices you can read at a glance
Every invoice says where it stands in words: “Due in 6 days · not sent yet”, “Paid Tue, Oct 6 · e-transfer”. On an invoice, tap the job to open it or the number to call.
How it works
Help, in the app and on the web
Short guides for every screen. Tap Help under your initials or in the sidebar — or just search for what you’re stuck on.
Quotes build top to bottom
Add a service sits right under the lines instead of below the total, and the “What’s included” example always matches your own trade.
How it worksA clearer job sheet
Who it’s for leads, with one strip to call, text or get directions. The checklist, photos and sign-off come first; the schedule reads as one tidy list.
How it worksMonday brief
Monday morning, your week on your phone: last week’s jobs and money in, anything not marked done, this week’s bookings, what’s owed and quotes waiting.
How it worksBook by the count
Pick a service priced per window or per square foot and you’re asked how many; the total works itself out, and the invoice reads “12 × $6.00”.
How it worksAdd a customer from the quote
Type a name you don’t have yet into a quote or invoice and add them right there — no trip to Clients first.
How it worksCustomer sign-off
When the job’s done, hand the customer the phone. Their name and signature go on the job and on the invoice they open.
How it worksPhotos on the customer’s page
Each finished visit on their page shows the crew’s before-and-after photos.
How it worksThe crew can flag more work
“Spotted more work here?” on any job. The office sees it on Home and starts the quote in one tap, priced from the book.
A first reply for every new request
A new lead opens with the reply already written — their name, what they asked about, the estimate if your form showed one, and two days you have room. Edit it, then text or email.
How it worksCustomers who send you work
Turn on referrals and every customer’s page gets a Send a friend link. Their friend’s request says who sent them, and Home reminds you to say thanks.
How it worksJobs in your phone’s calendar
Every job in Google, Apple or Outlook Calendar, kept up to date. Each person on the crew sees just theirs.
How it worksRaise prices in one go
Put the season’s increase on the whole price book — and on your regular customers’ plans, if you choose — with a preview first.
How it worksQuote templates
Save the jobs you quote again and again, and start any quote from one.
How it worksCustomers can ask for another day
From their page, a customer can pick a different day from the days you have room on, or book past work again. You answer from Home with a tap.
How it worksJob photos on the invoice
The crew’s before-and-after photos sit under the total on the invoice your customer opens.
How it worksNotifications open what they’re about
Tap a notification and you land on that job, lead or quote — not on the list.
Move a rained-out day
Move every job on a day at once, to the next clear day, with each customer’s text already written.
How it worksA free website page
Your request-form link opens as your own page: your services and prices, where you work, and buttons to get an estimate, call or text.
How it worksCustomers pick the day as they accept
Turn on online booking and customers choose from the days you have room on when they accept a quote. You confirm it with a tap.
How it worksOpens faster
Less loads before your first screen, so CrewDocket opens quicker on a phone.
Instant estimates on your request form
Turn on prices for your form and customers see each service priced from your price book as they choose. The request arrives with the estimate on it.
How it worksJob checklists
Each service has its steps, ticked off on the job. Every trade starts with checklists for its core services.
How it worksExpenses and sales tax at filing time
Log fuel, materials and dump fees with the tax on the receipt. Profit shows the tax you charged, the tax you paid, and CSVs for your accountant.
How it worksA page for every customer
One link with their visits, bills and quotes, kept up to date.
How it worksHome shows what’s next
An empty day offers the next day with work, and Home tells you when an earlier job was never marked done.
Receipts by text
A paid invoice texts a receipt, and Mark paid asks how they paid.
How it worksMatch a pile of e-transfers
Paste your Interac emails and each deposit is matched to its invoice for you to approve.
How it worksMade for the phone in your hand
The price book, client sheet and quote builder fit a phone, and dates read in words — “Oct 6”, not 2026-10-06.
CrewDocket opens
Quotes, jobs, invoices, crew pay and customer pages in one app, for crews who work outside.
Try what’s new.
Your trade, your business name, an email and a password. Free right now, no card.