The job calendar grew up: crew scheduling, QR clock-ins, live crew maps, a customer status portal — and an AI receptionist who answers every call. More out of your company. More time for your life.
"Turns you into an effective operations manager as the owner."
One day, start to finish: jobs come in, crews get assigned, hours log themselves, customers stay informed — and the phone answers itself the whole time.
Example Job Flow — Customizes to Your Workflow
Stage names customize to match your exact process — surveyors, HVAC, solar, landscaping, and more.
Built lean, built fast, built by people who actually run field crews.
Big software makes you adapt to it. CrewBoard gets shaped to how your operation already runs — your stages, your vocabulary, your workflow. Pick your world and drive its live demo:
Your customers get a receptionist who never misses a call. You get an assistant who runs the business while you drive. Both live on your existing number — no number change, ever.
🔎 Try the customer status portal demo →
"It's like owning a multi-million-dollar company with an assistant waiting on you — except you might just own a small survey company."
📞 Call Dana Right Now — (888) 620-1967She answers 24/7. Yes, really — try her.
Refined on live operations at working Indiana field-service companies until the owners trusted it with their business.
New DOT number? New LLC? Your phone becomes a war zone — one of our companies logged 44 spam calls in a single day. Dana answers every one so the owner never has to.
These are real transcripts from Dana's lines. First names only; company names withheld.
He thanked her. Twice. The owner read the summary later — total handling cost: about two cents.
Asked what truck they run, Dana answered with the sales pitch — to a telemarketer — then politely closed the door. On brand, even with spam.
Every call — spam or customer — ends as a tidy brief in the owner's inbox. The good ones get called back. The Johnnys get the wall.
Transcripts lightly trimmed for length. Contact details shown are the caller's test entries.
She read the number back in groups, spelled the email letter-by-letter, did the weight math live, and caught the liftgate need from "home delivery." The owner's inbox got a complete brief with a suggested opening line for the callback.
Nobody taught her about four-wheelers — she reasoned it out, held the line against the pallet workaround, and pointed the caller to the right kind of carrier. Then told the owner: "no follow-up needed." A ten-year veteran's judgment, on night one.
This is one Dana, shaped to one company — its freight, its rules, its voice. Yours learns your business the same way.
If your business assigns jobs to field employees and tracks them through multiple stages — CrewBoard is built for you.
One price covers your whole crew. Pick the plan that fits your size — no surprises, ever.
We can grow with you. Upgrade anytime.
The front desk, the back office, timekeeping, and customer service — for less than one day of one employee's wages per month.
Card required — cancel anytime before day 14.
Card required — cancel anytime before day 14.
Limited onboarding slots — every Voice setup is configured personally.
The questions owners ask us most, answered straight.
CrewBoard Pro is job tracking software for field service companies. It combines a live job calendar, crew assignment, QR clock-in timekeeping, stage-based progress tracking, a customer status portal, and an optional AI receptionist (CrewBoard Voice) that answers your business phone 24/7. Plans start at $99/month flat with no per-seat fees.
Small field service companies that assign jobs to crews and track them through stages: land surveying, excavation, septic, landscaping, inspection, and similar trades. It was built inside a working survey company first, so it fits how field crews actually operate.
Two flat plans: CrewBoard Pro is $99/month for up to 15 crew members, and CrewBoard Teams is $149/month for up to 30. CrewBoard Voice, the AI that answers your phone, is available as an add-on. Every plan starts with a free 14-day trial, and setup is included.
Yes. CrewBoard Voice puts an AI receptionist on your existing business number, with no number change. She answers around the clock, captures lead details, and a call brief lands in your inbox (with an optional text back to the caller) before you're back to the truck.
Almost nothing new. Crews scan a QR code to log time and tap job stages as they finish. The same taps they already do for their own paycheck feed the calendar, the customer portal, the morning report, and billing. Zero extra steps.
We configure CrewBoard for you: your workflow, stages, crew list, QR codes, and Voice greeting. Most companies are live within 24 hours of signing up.
Yes. Every plan includes a customer status portal. Clients enter their name, address, and job number and see a live progress timeline with an expected completion date. No login, and no calls to your office.
Start your free 14-day trial or reach out with questions. We set everything up for you — your workflow, your stages, your crew, your QR codes, your AI. You're live within 24 hours.