Managed front-desk stack · built in Niagara

Catch the call. Draft the quote. Win the job.

CrewKeeper sets up and manages the front-desk workflow around your phone, inbox, calendar, price book, and current field software: missed-call recovery, job qualification, quote drafts, booking handoff, follow-up, and revenue proof.

No payment, passwords, or phone routing from the form Managed stack setup Owner-approved actions
Live job flowWorking demo
01
Missed call recovered

EV charger request · Welland

02
Lead qualified

Name, address, scope and urgency captured

03
Visit window offered

Thursday morning · owner controlled

Draft quoteOwner review
EV charger circuit + breaker$1,500
ESA inspection / permit$175
Total with HST$1,892.75
20 seconds: lead to draft quote
Built to manage the work between the call, your current software, and the paid job.
Fast response

Missed callers hear back before they move on.

Price-book grounded

The AI selects items. Your prices stay the truth.

Setup included

We configure the tools you already use before asking you to change anything.

Easy setup, no surprise go-live

Start with a free workflow audit, then scope the safest rollout.

CrewKeeper reviews your missed-call path, current tools, approval rules, and first safe workflow before any phone routing, customer messaging, payment, or software access.

Safe first stepThe audit maps business basics, current tools, service area, calendar preference, and rough quote rules only.
Still approval-gatedNo payment, phone routing, customer messaging, calendar connection, QuickBooks writeback, or go-live from the form.
Local help stays availableIf the owner would rather do it together, the same workflow review works from a phone, shop visit, or office PC.
For shops with an office too
Not a secretary replacement. A safety net for the work that slips.

Many good contractors already have someone answering phones. CrewKeeper is for the overflow: lunch breaks, after hours, busy mornings, quote follow-up, and the handoff from call to booked job.

OverflowWhen the office is busy.

Missed calls get a useful text-back instead of waiting until the next quiet moment.

Follow-upWhen quotes go quiet.

Owner-approved reminders keep good leads warm without piling more admin on the office.

ProofWhen the owner asks if it paid off.

Recovered opportunities, accepted quotes, and paid revenue stay separated so the numbers are honest.

Managed operating flow

One clean path from missed call to paid work.

Instead of adding another chore, CrewKeeper manages the handoff moments where small shops leak jobs: phone response, inbox capture, quote draft, booking, follow-up, and proof.

01 Call

Recover the missed caller.

Instant text-back captures name, address, job type, urgency, and preferred timing while the crew stays working.

02 Quote

Draft from the price book.

The AI picks approved items. Code calculates subtotal, HST, and total. Unknown scope is marked for site confirmation.

03 Book

Move the job forward.

Visit windows, reminders, calendar holds, and owner review keep the lead from slipping into voicemail or inbox drift.

04 Prove

Show what was recovered.

Estimated opportunity, accepted quote value, and verified paid revenue are tracked separately so the numbers stay honest.

The promise is simple: a managed stack that starts small and proves itself.

Start with the missed-call leak, then add calendar, inbox, field-software, and accounting handoffs only where they save real time.

Watch the 2-minute flow
Managed current-software stack

Keep the system your shop already trusts.

CrewKeeper is the managed front-desk and recovery layer around your existing stack. If you already use Jobber, ServiceTitan, Housecall Pro, QuickBooks, Google Calendar, Outlook, spreadsheets, or a whiteboard, we start there first.

The rule: configure what exists, catch the revenue leak, prove the result, then integrate deeper only where it saves real time.
JobberServiceTitanHousecall ProQuickBooksGoogle CalendarOutlookEmailPaper
Already using software

We tune it before replacing it.

Request forms, booking windows, reminders, quote follow-up, notifications, inbox rules, and owner handoffs get cleaned up around your real workflow.

CrewKeeper overlay

We catch what your system misses.

Missed calls, after-hours replies, emergency triage, quote drafts, and follow-up are routed back into the owner's preferred process.

Source of truth

Your core records stay put.

Jobber, ServiceTitan, QuickBooks, or the office calendar remains the place of record until writeback rules are approved and tested.

Future ready

Deeper integrations come after proof.

Once the day-30 report shows value, we can add safer calendar, CRM, accounting, review, or field-software handoffs.

30-day controlled rollout
Small first. Useful fast. Proved before it grows.

The first install is not a giant software migration. We start with one revenue leak, keep owner approval on sensitive actions, and review the numbers before month two.

No surprise go-live Owner-approved quotes Fallback path required
01 Audit

Map the missed-call leak.

Phone path, office coverage, current software, top jobs, quote speed, and follow-up gaps.

02 Setup

Test with controlled traffic.

Missed-call text-back, inbound replies, STOP, emergency wording, booking handoff, and owner view access.

03 Proof

Review day-30 numbers.

Qualified leads, accepted quotes, verified paid revenue, wording fixes, and whether to expand or cancel.

The value edge

From captured lead to itemized draft in one click.

The AI Quote Assistant is deliberately not full estimating software. It is the fast, practical bridge between the customer conversation and an owner-reviewed quote.

1
Your price book is the source of truth.

The AI can choose approved items and quantities. It cannot invent a price.

2
Code calculates every total.

Quantity, subtotal, HST, and total are computed consistently, not guessed by a model.

3
You edit and approve the draft.

Unknown scope is marked for site confirmation. The owner remains accountable.

See the job-to-quote workflow
Quote #CK-2048

Drafted from captured lead details

Draft · review required
Prepared forJordan M.

12 King St, Welland

EV charger install
Attached garage
Line itemQtyTotal
EV charger circuit + dedicated breaker1$1,500
ESA inspection / permit1$175
Subtotal$1,675
HST$217.75
Total$1,892.75
Site conditions and final scope are confirmed by the owner before this quote is sent.
Managed stack

Not another dashboard full of chores.

CrewKeeper is the working front desk around your existing stack. We set up and manage the phone, inbox, calendar, field software, follow-up path, and proof report already in place, then add CrewKeeper where missed calls and slow quotes leak revenue.

01

Missed-call recovery

Immediate text-back, emergency triage, qualification, lead scoring, and owner routing.

02

Quote Assistant

Price-book-grounded itemized drafts, editable quantities, HST math, and approval status.

03

Booking and reminders

Offer visit windows, confirm appointments, create calendar holds or fallback links, and reduce phone tag in the calendar or field tool already used.

04

Revenue follow-up

Chase open quotes, overdue invoices, maintenance renewals, and review requests.

05

ESA workflow awareness

Flag work that may need ESA attention, track notification and inspection references, and keep filing decisions with the licensed contractor.

06

Revenue proof

Separate estimated opportunities, accepted quotes, and paid invoices so recovered revenue is never inflated.

Built for trust before scale.

Contractors do not need magic. They need controlled automation that does not embarrass the shop.

Owner-approved

Quotes, sensitive replies, and client-facing changes stay under owner control.

ESA-aware

Flags relevant work and stores references without pretending to file for the contractor.

Current software first

Jobber, ServiceTitan, Housecall, QuickBooks, Google, Outlook, or paper can stay the source of truth.

Fallback monitored

Manual mode, retries, and health checks keep failures visible instead of silent.

Founding partner offer

Become a founding electrical partner.

Founding partners get a paid 30-day managed rollout at C$750 setup and C$399/month for the first three months. That includes the front-desk workflow, current-software cleanup, owner-approved handoffs, fallback path, and day-30 proof report. Standard managed rollout is C$1,250 setup + C$499/month after the founding proof.

Straight answers

What owners usually ask first.

What does CrewKeeper actually do first?

It starts as a managed front-desk stack around the tools already in place: missed-call recovery, quote intake, booking handoff, follow-up, owner approvals, fallback checks, and a day-30 proof report.

Is this only missed-call text-back?

No. Text-back is the first visible leak. The paid service is managed setup and operation around phone, inbox, calendar, price book, current software, owner-approved messages, quote follow-up, review requests, and recovered-revenue proof.

Is this replacing my office staff?

No. It takes repetitive response, drafting, and follow-up off their plate while leaving judgment, customer care, and approvals with your team.

Will the AI invent prices?

No. Quote items come from the shop's approved price book, totals are calculated in code, and every quote stays a draft until an owner reviews it.

Do we have to replace our current software?

No. If Jobber, ServiceTitan, Housecall Pro, QuickBooks, Google Calendar, Outlook, or a paper process is already working, we configure that first and keep it as the source of truth. CrewKeeper sits beside it to catch missed calls, draft next steps, and prove recovered revenue.

Are you a Jobber or ServiceTitan replacement?

Not on day one. CrewKeeper is mainly the AI front-desk, recovery, and implementation layer. If a shop needs Jobber configured, we can help. If a shop is too small or messy for a full platform, CrewKeeper can start lighter and grow into deeper workflows later.

Does CrewKeeper file with ESA?

No. It can flag relevant work, store notification references, track inspection steps, and remind the owner. The licensed contractor remains responsible for ESA decisions and filing.

How is recovered revenue calculated?

Estimated job value, accepted quote value, and verified paid revenue are shown separately. A job counts as verified only after a paid invoice is linked back to the CrewKeeper-captured lead.

What happens if the automation fails?

Every live workflow needs a fallback path: owner handoff, manual reply mode, retry/dead-letter logging, and a visible dashboard note. If there is no fallback, it is not production-ready.

What does it cost and how fast can we start?

Founding electrical partners: C$750 setup + C$399/month for the first three months. Standard managed rollout: C$1,250 setup + C$499/month. Deeper integration or high-touch support starts around C$1,750 setup + C$649/month, with AI voice priced separately after volume is proven. The first workflow is scoped in the audit. Timing depends on phone/SMS setup, approval rules, software access, and fallback testing.

Find the leak. See the system. Decide with real numbers.

Preview or book the free workflow audit, then CrewKeeper scopes the first safe rollout. If the first 30 days do not capture qualified missed-call leads, cancel before month two.