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Jobs & scheduleJobs, visits, the route map and dispatchTime clockClock in on site, breaks, timesheets, payroll exportQuotes & invoicesPrice book, quotes with options, invoices, paymentsBooksBookkeeping, reports, taxes and your accountantCustomersCustomer records, requests, Crewbird PassProjectsPhases, budget, change orders, punch listCompanyBrand, booking page, print kit, hiring, documentsTeam & shiftsShifts, time off, roles and tasksHealth & answersYour month as a story, and answers in plain words
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Crewbird Pro for HVAC, heating and cooling

Maintenance plans that book the tune-ups and bill on schedule, repair or replace options on one estimate, and card payments.

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A day with Crewbird Pro

  1. RequestA call or a booking-page request becomes a customer, a site and a job.
  2. EstimateOffer a repair, a repair with an upgraded part and a replacement as three options on one estimate. The customer picks on their phone.
  3. ScheduleBook the visit and put a tech on it. Crewbird refuses a time when that person is already booked.
  4. VisitThe tech taps On my way, ticks the checklist, adds before and after photos and records the refrigerant and parts used.
  5. InvoiceMake the invoice from the job. The accepted estimate’s lines come across; add labor and parts. The customer pays by card from the link.
  6. PlanOffer a maintenance plan: tune-ups that book themselves every six months, billed monthly, every 3 months, yearly or per visit.

In the app

Three options on one quote
On my way, and the customer’s status page
Materials used, recorded on the visit
A paid invoice with its lines, tax, total and payment, and Text, Copy link and Print buttons
An invoice by link, marked Paid

Sample business and sample customers.

Your price book

  • Diagnostic visitper each
  • Seasonal tune-upper visit
  • Laborper hour
  • Refrigerantper lb

Starter items for Heating and cooling. Edit them or add your own.

What’s included

Jobs & scheduleJobs, visits, the route map and dispatch Quotes & invoicesPrice book, quotes with options, invoices, payments CustomersCustomer records, requests, Crewbird PassQuote optionsUp to three options on one quote. The customer picks one, and the job and invoice follow it.Visit updatesCustomers get On the way with an approximate arrival window, Arriving soon and Job done with your note.Photo checklistsChecklist steps that ask for a photo. Today shows which visits are still missing one.Licenses and insuranceKeep licenses, insurance and certificates in one place and hear before anything expires.

Pricing

  • Starter$592 people, then $15 each
  • Crew$995 people, then $12 each
  • Company$17912 people, then $9 each

Per month. Every suite on every plan. See pricing

Questions

Can I sell maintenance agreements?

Yes, as maintenance plans. A plan ties a customer, a repeating job and a price. The job’s repeats book the visits, like a tune-up every six months, and the plan bills monthly, every 3 months, yearly or per visit. Pause or cancel it and the visits stop. Plans are for owners and office.

Can I offer repair or replace on one estimate?

Yes. Put up to three options on one estimate. The customer picks on their phone, and the job and the invoice follow the pick.

Can I price refrigerant by the pound and charge a diagnostic fee?

Yes. A price book item has a unit and a price, and a quantity can have decimals: 2.5 lb of refrigerant is a quantity of 2.5. A diagnostic visit is a fee item. The prices are yours.

Does it keep the make and model of what’s installed at a customer’s?

No. Crewbird doesn’t track equipment installed at a customer’s site. Put what the tech should know on the job’s instructions, and the crew sees it on the visit. Resources tracks your own equipment and vehicles.

Can I keep my license and certifications?

Yes. Keep licenses, insurance and certificates with the paper attached, and hear 30 days out, 7 days out and on the day they expire. Owners and office only.

Other trades

PlumbingEstimates with options, a plumber on every visit, labor and parts on the invoice.ElectricalEstimates with options, photos on every visit, labor and materials on the invoice.RoofingShingle options on one estimate, projects, change orders and billing in stages.

Every part. One price.

No contract. Your crew is set up in an afternoon.

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