Complete feature list
Everything you look for in field-service software.
Find the capability you need, see the plan it starts on, and compare without digging through a long sales page.
Estimates, jobs & payments
Estimate → Quote → Job → Invoice
One connected workflow from first scope to final billing.
Good / Better / Best options
Present multiple estimate choices and capture the customer selection.
Deposits & payment schedules
Set required deposits and installment milestones.
Line items, tax & fee controls
Build accurate totals with ZIP-based tax and flexible service-fee handling.
Online payment links & QR codes
Give customers a secure way to pay by card.
QuickBooks two-way sync
Keep customers and invoices aligned without duplicate entry.
Branded customer PDFs
Send polished estimates, quotes, and invoices.
Price & materials lists
Reuse common labor, parts, and service pricing.
Scheduling, dispatch & field work
Calendar scheduling
Plan work in month, week, and day views.
Dispatch map & technician view
See job locations and give field staff a focused mobile workspace.
Shared job board
Let technicians see and claim available work.
Offline field access
Keep working without signal and sync when service returns.
Timecards & break tracking
Track job time, shifts, breaks, edits, and payroll-ready totals.
Job checklists & inspections
Require readings, photos, pass/fail checks, and sign-off.
Private job photos
Capture, categorize, caption, and organize jobsite photos.
Route planning & ETA estimates
Sequence a technician’s stops and publish an estimated route.
Customers, team & records
Customer & location records
Keep contacts, service addresses, and complete job history together.
Team management
Add office staff and technicians with role-based access.
Unlimited team members
Add staff without paying another seat charge.
Secure team messaging
Keep office-to-field conversations inside CrewForge.
Team & customer meetings
Schedule meetings beside jobs on the calendar.
Google sign-in
Offer a familiar sign-in option for the team.
Activity log & audit trail
Review important account and workflow changes.
Broadcast messaging
Send one message to multiple team members.
Customer experience & growth
Website lead form
Embed a service-request form on your existing website.
Real online booking
Let customers choose an available service time from your website.
Private Client Hub
Share appointments, quotes, balances, documents, and equipment.
Customer requests
Receive service, reschedule, and quote-revision requests.
Recurring jobs
Generate repeating visits on daily, weekly, monthly, or yearly schedules.
Service agreements & memberships
Track plans, included visits, discounts, renewals, and status.
Digital waivers & e-signatures
Collect signatures on-site or through a secure customer link.
Customer photo reports
Turn selected job photos into a branded, shareable report.
Private customer feedback
Request post-job feedback and offer fair public-review links.
Operations reminders
Stay ahead of unused visits, renewals, and follow-up work.
Inventory & business operations
Inventory locations
Track stock across warehouses, trucks, and other storage areas.
Parts, materials & reorder points
Monitor quantity, unit cost, SKU, and low-stock thresholds.
Purchase orders & receiving
Create vendor orders and receive items into a chosen location.
Stock adjustment history
Record receipts, corrections, consumption, and who made each change.
Installed equipment history
Track models, serial numbers, warranties, and service events by customer.
Advanced analytics
Review revenue, team performance, and customer trends.
Data exports
Export business data when you need it.
API access
Connect approved external workflows and lead sources.
Productivity, migration & support
CSV data import
Bring customers, locations, and job history from your current system.
AI Help Assistant
Get in-app answers about CrewForge workflows at any time.
Email support
Get product support on every plan.
AI note cleanup
Turn rough field notes into professional customer-ready language.
Per-customer fee policies
Choose how service fees are handled for individual customers.
Multi-site fee caps
Control service fees for customers with many locations.
Parts usage reporting
Review parts recorded across completed work.
Priority human support
Move support requests to the front of the queue.
Need Enterprise flexibility?
Enterprise includes Elite plus custom workflows and integrations, training, multi-location support, an account manager, and service-level guarantees.
One payment. Unlimited team members.
Choose the plan that fits your operation.
No monthly software subscription. A small per-invoice service fee still applies.