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Features

The whole day’s work, in one app.

Nine groups, straight off the rate card. Where a line starts at a higher tier it’s marked — everything else is in every tier, Solo included.

Quoting and getting paid

Put your costs in and the quote builder writes the labour, materials and line items — the AI never does the math; pricing stays deterministic. Send multi-option quotes with public approve/decline pages, then get paid by Interac e-transfer (auto-matched, you confirm each one) or card — EFT remittances are read and reconciled for you. Twenty-one named reports — Job Profitability, Underwater Jobs, A/R Aging, Sales Tax, T5018 — and GST/HST done correctly by province.

  • Quotes, invoices, payments, expenses
  • Quote builder — put your costs in, it writes the labour, materials and line items
  • Quote from the catalog — real prices, not genericCrew and up
  • Material price book — scan a supplier invoice, prices updateCrew and up
  • Material takeoff — the crew gets the list straight off the quoteCrew and up
  • Sales dashboard — outstanding invoices, quotes, tax owing, analyticsCrew and up
  • Bookkeeping — upload your bank statement, the categories are doneCompany
  • Works with your accountant — QuickBooks and Xero exportCompany

Your clients

Your email lives in the job — two-way, with texts landing in the same thread. Photograph a business card and the client is made. Clients get a portal to view and pay, message the office, and hand over site info — gate codes, pets, parking — before the crew arrives. The job brief links every fact to the email it came from.

  • Inbox — your email, in the job
  • Client portal
  • Client briefings — every email, text and status change, as it happens
  • Smart paste — photograph a business card or paste an email, the client is made
  • Text messages land in the same place as the emailCrew and up
  • Mood boards — clients and designers lay out your products, colours and finishesCompany

Paperwork

Branded documents on your letterhead, written for you when you ask — warranty, O&M, inspection and closeout papers, PDF’d and done. Scan an emailed drawing or spec and it’s read down to what matters. Spec sheets, MSDS and warranties attach to any email in one click.

  • Branded documents on your letterhead
  • Scan attachment — an emailed drawing or spec, read down to what mattersCrew and up
  • Warranty, O&M, inspection and closeout documents, written and PDF’dCrew and up
  • Company files — spec sheets, MSDS, warranties, onto any email in one clickCrew and up

Day to day

One list holds everything that needs you — and the schedule shows the same day six ways, including on a map. Rain moves in? Reschedule the day and the client-notify step is built into the flow. Every morning, a briefing tells you what’s priority; the priority is computed deterministically — not guessed.

  • Action list — everything that needs you, in one list
  • Jobs, clients, schedule, tasks
  • Automations — invoices, quotes, reviews, reminders, follow-upsCrew and up
  • Projects — long jobs with their own lists, contacts and calendarCompany

Your products

A starter price list for your trade from day one, your own products alongside it, and matching that finds the closest product in seconds — with an RFQ straight to your suppliers. On Company, clients can see products tried on their own photo, and buy from your storefront by card.

  • Starter price list for your trade — browse and match
  • Your own products alongside the starter listCrew and up
  • Product matching — closest match in seconds, RFQ straight to your suppliersCrew and up
  • Visualizer — try your products on the customer's own photoCompany
  • Storefront — sell your products on your site or in the portal, by cardCompany

Your website

A website you edit inside the app — photos and changes go live instantly, across seven themes and around 35 section types. The quote-request form mints a real lead with their photos attached. And your site serves real content to the AI assistants your customers ask — readable by the bots that answer their questions.

  • A website you edit in here — photos and changes go live instantly
  • Quote-request form — their photos and details land as a request
  • A street view of the address, without asking them for one
  • Your own domainCompany
  • Marketing campaigns — with a launch page and private links to sell fromCompany

Your crew

The crew works off their phones: clock-in, bi-weekly timesheets, FLHA safety forms, material requests, and photo capture that works offline and syncs when signal returns. Hours flow straight into true job cost — from the hours actually logged. Achievements and a leaderboard give the crew something to compete on.

  • Crew app, timesheets, FLHA, materials requestsCrew and up
  • Time & Wages — hours off their phones, overtime, payroll-ready exportCrew and up
  • True job cost, from the hours actually loggedCrew and up
  • Checklists your crew ticks off on siteCrew and up
  • Team, HR and safety formsCrew and up
  • Achievements, points and a leaderboard your crew competes onCrew and up

AI that sounds like you

Drafting, client summaries and smart quoting are included on every plan. Teach it your policies and specialties and everything it writes sounds like you wrote it — and the built-in assistant answers questions about the app and your numbers.

  • Smart quoting, email drafting, client summaries
  • Built-in assistant — ask it anything about the app
  • “Write it for me” on every documentCrew and up
  • Your own knowledge — your policies and specialties, so it writes in your voiceCrew and up

The account

The phone app does what the desktop does. Dark mode and light mode. An audit log from Crew up; custom roles, white-label and an onboarding call with priority support on Company.

  • Everything on your phone — the app does what the desktop does
  • Dark mode and light mode
  • Audit logCrew and up
  • Custom rolesCompany
  • White-labelCompany
  • Onboarding call and priority supportCompany

Twenty minutes, your own workflow.

The fastest way to judge any of this is to watch it run on one of your real jobs.

14-day free trial on Crew · no card required