How can we help?

Getting started

• Set up your AI receptionistFive steps, about ten minutes: your business, hours, job types, a phone number and a test call.
• How jobs get booked, and where to find themWhat the receptionist does on a call, the texts that follow, and the Jobs lists.
• Get your business phone numberPick a local number for your shop, and how it's paid for with credits.
• Keep your existing number: forward it to CrewRobinKeep the number on your truck and your website. Forward calls to your CrewRobin number, all the time or only when you miss them.
• Import from Jobber, Housecall Pro or ServiceTitanBring your customers, past jobs and invoices over from a CSV export.
• Call backs: when the receptionist can't bookNo open time, outside your area, or the caller wants a person: the receptionist takes a message and texts you.
• Check your receptionist, closed days and who's on callMake sure it gives callers the right answers: the check-up, holidays, emergency on-call and calls to review.
• Get help from CrewRobinAsk the support chat, and get a real person whenever you want one.

Customers

• Your customers in one placeAdd customers, bring in your list from a spreadsheet, keep notes, and see every call and visit with them.
• Your customers' own page: visits, quotes and invoicesSend a customer one private link where they see their visits, approve quotes, pay invoices and book again.
• Leads: your website form, a call in seconds, and follow-up textsPut the lead form on your site. Each lead gets a text, your phone rings to connect you, and follow-ups go out until they reply.

Automations

• Missed-call text-backCallers nobody talked to get a text within a minute. Replies land in your Inbox.
• Appointment remindersA text the day before each visit. Customers reply C to confirm or R to reschedule.
• When a text can't go out: email insteadNo mobile number, no texting consent or a STOP reply: the customer gets the same message by email.
• Webhooks and Zapier: send your leads, jobs and payments to other toolsLeads in from anywhere, and new leads, approved quotes, jobs and payments out to Zapier, Make or your own server.

Plans & billing

• Plans, AI minutes and creditsWhat each plan costs, how credits pay for calls and AI, where to see your balance, and how to buy more.

Calls & texting

• Make and take calls in your browserCall customers from your computer, answer calls to your shop number, and find recordings and AI summaries afterward.

Your team

• Invite your office manager and techniciansAdd your team to CrewRobin, pick what each person can do, and add seats when you need them.
• The dispatch board and your technicians' dayDrag jobs between technicians and times, and give each tech their day on their phone.
• Let customers follow the technician on a mapThe on-my-way text links to a live map of the technician driving over, from their phone.
• Payroll: technicians' hours from their jobsOn the Crew plan, job hours fill in timesheets, and payroll runs through Check.
• Shifts: who works whenPlan each week's shifts for your crew and office, copy last week, and see who's on from the dispatch board.

Jobs, quotes & invoices

• Set your hours and let customers book onlineSet when you work, create the visits customers can book, share your booking link, and spread bookings across your techs.
• Send quotes and invoices, and get paid by cardQuote a job, let the customer accept it online, turn it into an invoice, and take card payments through a pay link.
• Emergencies, service area and the prices the receptionist givesTell the receptionist what counts as an emergency, where you work and what to quote.
• Price book and maintenance plansStandard prices for quotes, and service agreements that book their own visits and bill themselves.
• Quote, invoice and get a review from a jobGood, better, best quotes, invoices paid by card, and a review request after payment.
• Online bookings become jobsYour service-calls page asks for a phone, the address and permission to text. Each booking lands on your jobs board.
• Connect QuickBooks OnlineTwo-way sync of customers, your price book, invoices and payments.
• Reports: what the receptionist brought in, and money owedJobs booked for you, calls answered, money collected and owed, quotes won, and jobs by type and technician.
• Job costing: what each job cost and what you madeMaterials, labor and other costs on every job, its profit and margin, and profit by job type, technician and month.
• Job checklists, marked-up photos and the job sheetWhat the customer approved becomes the crew's checklist. Draw on photos, share before and after shots, and print a job sheet.
• Your website, offer pages for ads, and your own domainA website made from your setup in a minute, edited in a simple form or the full page builder, with offer pages for ads and your own domain.

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