From first call to signed job, in one pipeline.
Won work starts long before the crew shows up. CrewOS gives you the whole front end of the business — leads coming in, quotes going out, the follow-ups that close them, and the referrals that bring the next one. All connected, so a lead becomes a quote becomes a job without anyone re-keying a thing.
Leads
Every opportunity, tracked from inquiry to won.
New leads land in one pipeline with source, value, and status — so nothing sits forgotten in an inbox. Move them through your stages, see what’s stalling, and know your real close rate instead of guessing at it.
Quotes
Professional quotes, built in minutes from your price book.
Pull line items from your catalogue, add options and tiers, and send a branded quote the client can approve online. The moment they accept, it’s ready to become a scheduled job and an invoice — no retyping.
Sequences
Follow-ups that run themselves until the deal moves.
Most quotes are won on the second or third touch — the one busy owners forget. Sequences send timed follow-ups by text and email automatically, and stop the instant the client replies or books. It’s the persistence you’d never keep up by hand.
Referrals
Turn happy clients into your best sales channel.
Track who referred whom, reward them automatically, and see which clients are quietly driving new business. Your strongest lead source is the work you’ve already done — this makes it a system instead of luck.
Revenue Analytics
See where revenue really comes from.
Break down booked and won revenue by source, service, and period — which channels pay off, which services carry the business, and where the pipeline is thin. The numbers you need to decide where to spend the next marketing dollar.
Settings · Sales
Booking Page
A public page that books work while you sleep.
Share a branded booking link where clients pick a service and a time that fits your real capacity. New jobs flow straight into the schedule — no phone tag, no double-bookings, no after-hours back-and-forth.
Settings · Sales
Lead Channels
Know which channels are actually feeding you.
Define the sources your leads come from — web form, referrals, ad campaigns, walk-ins — so every new lead is tagged on arrival. That’s what makes your revenue analytics tell the truth about marketing.
Settings · Sales
Manual Referrals
Log the word-of-mouth that came in off-system.
A client tells you over coffee they sent a neighbour your way — record it here so the referrer still gets credit and the channel still shows up in your numbers. The offline referrals count too.
Settings · Sales
Referral Credits
Set the reward that keeps referrals coming.
Define what a successful referral earns — account credit, a flat amount, a discount on the next job — and CrewOS applies it automatically when the referred work closes. A standing incentive that runs without you tracking it.
Settings · Sales
Reviews
Ask for the review at the moment it’s easiest to get.
Automatically request a review when a job wraps and the client’s happy, and point them straight to the platform that matters most to you. Set the timing and message once and let your reputation compound.
Run your crew like you've got it together — because now you do.
Set up your first site in an afternoon. Free to start, no card required.