CrewHQCRM
THE CRM FOR SERVICE BUSINESSES

Good work deserves
a clearer way to run.

From the first customer call to the next recurring visit, CrewHQ CRM keeps the details connected. Know what needs quoting, who is on the schedule, and which invoices need attention.

Built for the business behind every service.

Today’s workOn track
MON 12TUE 13WED 14THU 15FRI 16
9:00 AM
Residential window cleanScheduled appointment
Planned
11:30 AM
Storefront window cleanScheduled appointment
Planned
✓ A good day starts with a clear plan.
Illustrative preview · fictional schedule
ONE PLACE FOR THE WORK BEHIND THE WORKCustomersSchedulingQuotesInvoicesCrews
FROM FIRST CALL TO FINISHED JOB

One connected way
to run the work.

Less time piecing together a customer’s story. More confidence about what happens next.

01 / KNOW THE CUSTOMER

Give every relationship a home.

Start with the customer record. Keep contact details and the work you have discussed close to their quotes, appointments, and invoices.

  • See key details before you call or visit
  • Find the right record without digging through notes
  • Keep the next step visible
● ● ●Customer profileEXAMPLE
AC
Alex CarterResidential customer
Active
PHONE(555) 010-0101
NEXT VISITTuesday, 9:00 AM
Quote prepared Today Job scheduled Tuesday Service plan Monthly
Illustrative preview · fictional customer
● ● ●Quote builderEXAMPLE
QUOTE FORStorefront window service
Draft
Exterior glass cleaning$120.00
Interior glass cleaning$80.00
Estimated total$200.00
Illustrative preview · fictional pricing
02 / WIN THE WORK

Turn an enquiry into a clear quote.

Put the scope and price in writing, then keep the quote connected to the customer. You can return to the details when it is time to plan the job.

  • Organize proposed services and amounts
  • Track quote status as work moves forward
  • Carry the context into scheduling
03 / PLAN THE DAY

Know where everyone needs to be.

See jobs on the schedule, plan recurring work, and keep crew assignments close to the route. A solo day or a full crew starts with the same clear view.

  • Switch between month, week, and day views
  • Keep repeat visits on the radar
  • See who is assigned to the work
● ● ●ScheduleEXAMPLE
Tuesday, October 132 jobs
09:00
Residential window cleanAlex Carter · Crew A
Planned
11:30
Storefront window cleanDowntown route · Crew A
Planned
Illustrative preview · fictional schedule
● ● ●Invoice trackingEXAMPLE
INVOICE TOTAL$200.00Example invoice
Job completed Invoice recorded Payment status visible
Illustrative preview · no payment processed
04 / CLOSE THE LOOP

Keep the money picture connected.

Record invoices and payment status beside the customer and job. Review business reports to see the activity behind the numbers.

  • Find the invoice tied to the work
  • Keep payment status visible
  • Review business reports in one place
THE TOOLBOX

Built around the work
you actually do.

Practical tools for the office, the route, and the next customer call.

◎

Customers and leads

Keep contact details and related work together for a fuller customer picture.

◇

Quotes

Prepare estimates and keep their status connected to the customer.

▦

Calendar scheduling

Plan appointments in month, week, or day views and see the work ahead.

↻

Recurring service plans

Organize repeat work around the frequency that fits each customer.

♧

Crew management

Keep team details and job assignments visible as you grow.

▤

Invoices

Record invoices and keep payment status beside the customer and job.

▥

Business reports

Review revenue and business activity in a dedicated reporting view.

⇥

Customer imports

Bring customer records into your workspace when moving from another system.

WHY CREWHQ

Built for your trade.
Ready for your day.

A generic CRM makes you adapt your work to its boxes. CrewHQ brings together the everyday rhythm of a service business: quote the work, plan the visit, keep the team informed, and track the invoice.

01

One connected story

Customer details, quotes, visits, and invoices belong together. You can move between them without losing the thread.

02

Built for repeat work

Recurring plans help you organize the customers who count on you month after month.

03

Grow at your pace

Start solo, then add crew details and assignments when the business needs them.

FOUNDING-CUSTOMER PLAN

Clear pricing for
a clearer business.

One straightforward monthly price for the CrewHQ workspace. Ask about early access while public signup is being prepared.

No complicated setup on this page.We’ll explain the account and billing process before you subscribe.
CREWHQ CRM · FOUNDING PLAN
$39 / month

For service business owners

  • Customer and lead records
  • Quotes, jobs, and invoices
  • Recurring service planning
  • Crew management and reports
Public signup and checkout are coming soon.
Ask about early access No payment is collected on this website.
GOOD QUESTIONS

Everything a little
clearer.

Still wondering if CrewHQ fits your business? Reach us at CrewHQCRM@gmail.com.

Who is CrewHQ CRM for?

It is designed for service businesses that want customers, jobs, quotes, invoices, and crew planning in one place. Window-cleaning teams are a natural fit for its scheduling and repeat-service workflows.

Do I need a crew to use it?

No. You can use the workspace as a solo owner and add crew records as your business grows.

Can I bring customers from another CRM?

CrewHQ includes customer import tools. The exact steps depend on the export format from your current CRM, so review a small sample before moving all records.

Can I use it on my phone?

The CRM opens in a mobile browser, so you can review work while you are away from your desk.

Can I sign up and pay online today?

Public account signup and checkout are still being prepared. Contact us for early-access information; this website does not collect payment.

Your business.
One HQ.

Ready for a clearer way to run your day?

Get in touch