Customers

Know every customer before you knock on the door.

Address, phone, gate code, past visits, what they paid and what they asked for, on one record. Customers keep their own details current with Crewbird Pass, free.

A customer record in Crewbird Pro with contact details, visits and invoices

What’s inside

Know them

  • One recordContact details, notes, jobs, visits, quotes and invoices together.
  • Their historyWhat you did last time and what it cost, a tap away.
  • Duplicates spottedThe same email twice gets flagged before it becomes two customers.

Hear from them

  • Online requestsRequests from your booking page land here, ready to quote.
  • Customer pageA page per customer with their visits, quotes and invoices.
  • Any channelSend links by text, email or any app on your phone.

Crewbird Pass

  • Free for customersOne account for every business they use that runs on Crewbird.
  • They keep it currentNew phone number or address? They change it; your record updates.
  • Receipts in one placeThey find past invoices without calling you.

A day with it

  1. A customer is added when they book, request or get imported.
  2. Every visit, quote and invoice files itself on their record.
  3. Invite them to Pass and they keep their own details up to date.

What it replaces

  • A contacts list on your phone
  • Sticky notes with gate codes
  • Digging through texts

Try customers with sample work in it.

Questions

Can I import my customer list?

Yes. Upload a spreadsheet or another app’s export and Crewbird matches the columns for you. See switching.

Does Pass cost my customers anything?

No. Crewbird Pass is free for customers, always.

Every suite. One price.

14 days free. No contract. Your crew is set up in an afternoon.