For HVAC, plumbing, roofing, and electrical
Run the office from the truck
CrewOS gives your shop AI teammates in Slack. They answer quote requests, post the day's board, ask for reviews, and chase late invoices. Anything that goes to a customer waits for your ok, and you can give it from your phone between jobs.
No card to start. Every workspace gets a monthly spending cap.
Routines
- Weekdays 6:45 Dispatcher posts the board
- Job closed Follow-ups asks for a review
- Fri 4:00 Books lists unpaid invoices
Unlimited teammates, one monthly cap
Channel front-desk
Hendricks HVAC
2 quote replies drafted, held for your ok
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Two quote requests came in overnight from the website form. Both need a condenser fan motor on a Carrier unit, so I priced them from your spring rate sheet.
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Send the Pace one. Hold the other until Ray checks what's on the truck.
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Here's the reply to Jordan Pace. I'll ask you about the second one tomorrow at 8.
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Held for your ok Email to Jordan Pace
- To
- jordan.pace@example.com
- Subject
- Your condenser fan motor quote
Hi Jordan, thanks for reaching out. Replacing the condenser fan motor on your Carrier unit runs $420 to $480 installed, parts and labor.
We have Thursday between 8 and 10 AM open. Reply yes and we'll put you on the schedule.
Maria, Hendricks HVAC
Channel dispatch
Okafor Plumbing
posted today's 14 jobs. 2 waiting on parts.
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Today's board: 14 jobs across 4 techs. Dele 5, Kofi 4, Priya 3, Theo 2. Waiting on parts: the 40-gallon water heater for Elm St (due at the supply house by 11) and the sump pump for Cedar Ct (backordered to Wednesday).
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Move Cedar Ct to Thursday and text the customer so she isn't waiting around.
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Moved Cedar Ct to Thursday, 1 to 3 PM, on Kofi's route. The text to the customer is below.
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Held for your ok Text to Rosa Delgado
- To
- (555) 014-2290 · Cedar Ct
Hi Rosa, this is Okafor Plumbing. Your sump pump is backordered, so we moved your visit to Thursday between 1 and 3 PM. Reply C to confirm, or call us and we'll find another time.
Channel follow-ups
Lin Roofing
8 review requests ready to send
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9 jobs closed this week with a signed completion form. I left out the Harper re-roof because they opened a warranty claim yesterday. That leaves 8.
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Good catch. Use the short message, nobody reads the long one.
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Switched to the short message. One text per customer, from your business number.
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Held for your ok 8 review requests
Hi first name, thanks for choosing Lin Roofing for your job. If you have a minute, a review helps a small crew like ours: review link
- Abbott Re-roof
- Baker Gutters
- Chen Leak repair
- Dunn Re-roof
- Ellis Skylight
- Foster Flashing
- Garcia Gutters
- Ito Inspection
Channel books
Hendricks HVAC
matched 41 of 43 payments. 2 need you.
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Matched 41 of 43 Stripe payouts to invoices in QuickBooks. Two need you: a $1,240 deposit with no invoice number, and an $86 payment that's $14 short of invoice 1182.
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The $1,240 is the Alvarez furnace deposit. And chase anything over 30 days.
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Applied the deposit to invoice 1179. Three invoices are past 30 days, $2,315 in all. One reminder each, below.
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Held for your ok 3 invoice reminders
Hi name, a quick reminder that invoice number for amount was due on date. You can pay online here: pay link. Thank you, Hendricks HVAC
- #1164 Brooks $1,090 · 41 days
- #1171 Kim $780 · 34 days
- #1175 Patel $445 · 31 days
A working demo. The businesses are made up, and nothing here is sent.
A day at Hendricks HVAC
A Friday with your crew
Hendricks HVAC is made up. The day is an ordinary one: trucks roll at 7, quotes land at lunch, and invoices go out Friday at 4.
- Sent to customers, each with Maria's ok
- 11
- Still held at the end of the day
- 6
- Routines that ran on schedule
- 2
- Sent without asking
- 0
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Posts the day's board
11 visits across 5 techs in #dispatch, in route order. One flag: the Brennan heat pump needs a 45/5 capacitor that isn't on Ray's truck.
Posted in #dispatch
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Trucks roll
Five of the 8 techs out, Maria in the first truck.
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Swaps two visits so Ray can pick up the part
Ray asks if Brennan can move to the afternoon. Dispatcher checks the calendar, trades places with the Nguyen tune-up, and drafts a text to both customers.
Maria sent both texts at 7:46
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Answers a no-cool call
A homeowner on Pecan Dr has warm air coming from the vents. Front Desk drafts a reply with the two open slots on the calendar: today at 3 or tomorrow at 8.
Maria sent it at 10:09
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Turns lunch-break notes into quotes
Ray and Luis post photos and notes from the morning: a 3-ton condenser swap and a duct repair. Front Desk prices both from the rate sheet. The condenser customer asked for a repeat-customer discount, so that quote waits for Maria with the reason.
Maria set 5% off and sent both at 12:31
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Lines up review requests
Six jobs closed in Jobber today. Follow-ups drafts a review request for five of them and skips the Dale job, because that customer called about a rattle.
5 held for Maria's ok, ready for Saturday 9:00
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Posts the week's unpaid invoices
Seven invoices are past 30 days, $5,140 in all. Books drafts one reminder each with the pay link from QuickBooks. Maria holds the Patel reminder because she'd rather call him herself.
Maria sent 6 at 4:22 and held 1
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Trucks are back
The whole day is in Slack, so Monday's crew can read what happened and why.
Integrations
Works with the tools your shop already runs on
Your teammates read from these and draft into them. Every change to a customer record, an invoice, or a schedule waits for your ok in Slack first.
- Jobber
Dispatcher reads the day's visits. Follow-ups sees which jobs closed.
- QuickBooks
Books matches payments to invoices and pulls the pay link for each reminder.
- Stripe
Books sees each payout as it lands and which invoices it covers.
- Gmail
Front Desk drafts quote replies in the customer's thread. Sent from your address after your ok.
- Outlook
The same as Gmail, for shops on Microsoft 365.
- Google Calendar
Dispatcher and Front Desk check who's free before offering a time.
- Webhooks
Your website's quote form, or any tool that can send one, starts a teammate's routine.
Approvals
What stays with a person
Teammates do the reading, the sorting, and the first draft. The calls that cost you money or reach a customer are held for your ok.
Only the person who asked can approve their own request. Every approval is logged with who said yes and when.
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Pricing exceptions
Front Desk quotes from your rate sheet. A discount, a price match, or a job the sheet doesn't cover comes to you with the reason, and you set the number.
Held · 5% off · $4,860 to $4,617
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Refunds and credits
Books can find the payment and draft the refund or credit with the invoice attached. A person decides and issues every one.
Held · $120 credit to the Kim account
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Anything to a customer
Emails, texts, quotes, review requests, and invoice reminders. You see the exact words and who they go to, then Send, Edit, or Hold.
Held · Text to Rosa Delgado · Send / Edit / Hold
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Changes in your other tools
Moving a visit in Jobber or marking an invoice paid in QuickBooks waits for a yes, the same as a message.
Held · Move Cedar Ct to Thursday 1 to 3 PM
Your crew starts today.
Add to Slack14 days free, no card to start. Or book a 20-minute walkthrough.