CrewKeeper
First-client path

A calm setup plan before any real customer traffic.

This is the practical checklist for the first founding contractor: confirm the leak, set the rules, run the phone/SMS tests, then prove what was recovered at day 30.

Start with a workflow audit
1

Confirm fit

Owner-led trades shop, missed calls or quote follow-up pain, no desire for a giant software migration.

2

Capture rules

Business hours, service area, emergency words, booking windows, price-book boundaries, and owner approvals.

3

Test launch

Run synthetic call/SMS scenarios before accepting real customer traffic.

What the contractor provides

  • Main business phone path and owner alert contact.
  • Service area, hours, emergency policy, and top job types.
  • Current calendar, inbox, price sheet, CRM, or field app.
  • Approval rules for quotes, bookings, and sensitive replies.

What CrewKeeper sets up

  • Missed-call text-back and reply capture.
  • Owner dashboard, activity log, and handoff summary.
  • Quote-draft rules tied to approved line items.
  • Fallback path if AI, SMS, booking, or integration fails.

What success looks like

At day 30, the owner sees captured missed calls, qualified leads, accepted quote value, verified paid revenue, and any wording or routing fixes.

What stays manual at first

Final quote sends, unclear customer replies, emergency judgment, payment actions, and CRM/accounting writeback stay owner-approved until trust is earned.

Founding offer

C$750 setup + C$399/month for the first three months. The first workflow is narrow on purpose: catch missed calls, draft the next step, and prove recovered revenue.

Review trust and privacy