The Problem We Kept Running Into
We run a field service company. Every morning we'd look at a list of active jobs and figure out who was going where, what stage each job was in, and what still needed to happen before we could bill. The answer lived in different places — a Google Sheet, a whiteboard in the office, someone's memory.
We tried the software options out there. Some were too complicated — built for companies ten times our size with workflows that didn't match ours. Some were too simple — just a calendar with no way to track what actually happened on a job. Most were expensive. None of them worked the way we worked.
"We didn't want enterprise software. We wanted something that would load fast on a phone, show us who has what job, and tell us where each job is in our process."
So We Built It
We built CrewBoard for our own crew — eight people, a specific set of job stages, and a Google Sheet we'd been using for years. We wanted it to install on every phone like a real app, sync automatically from our spreadsheet every morning, and show us a color-coded board of every active job assigned to every employee.
It took months of real-world use, real feedback from our crew, and real jobs going through it before it became what it is today. Every feature in CrewBoard exists because we needed it ourselves. The activity log, the morning email, the monthly archive, the backup system — all of it came from running an actual field service business.
We also realized our active job list had become our accounts receivable report without us planning it that way — every job still showing meant a client still owed us money. Scroll down the list, see instantly who hasn't paid. Nothing falls through the cracks.
Why We're Offering It to Other Companies
Once we had something that worked — really worked, every day, for our whole crew — we started wondering if other field service companies had the same problem we did. Too big for a notepad, too small for enterprise software. Crews that work in stages. Jobs that need to be tracked from first contact to final payment.
The answer was obviously yes. HVAC installers, solar crews, home inspectors, concrete contractors, landscaping companies, snow removal crews — they all assign jobs to people, track them through stages, and need to know what's done and what isn't. CrewBoard is the same tool we use every day, customized for your workflow and your crew.
We're not a software company that built a field service tool. We're a field service company that built software — and decided to share it.