CrewKeeper
Trust first

Customer info stays controlled, useful, and limited.

CrewKeeper is built for owner-led trades businesses that need help catching missed jobs without losing control of customer relationships, quotes, safety calls, or existing software.

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1

Owner-approved actions

Draft quotes, sensitive replies, emergency handling, and unclear scope can be held for owner review before anything is sent.

2

No rip-and-replace

CrewKeeper starts beside the tools already in use: phone, inbox, calendar, price sheet, Jobber, QuickBooks, or manual notes.

3

Security gates

Live Twilio/n8n webhooks are protected with signature validation and shared webhook secrets before client traffic is accepted.

What CrewKeeper stores

  • Lead and conversation details needed to respond to the customer.
  • Job type, urgency, booking notes, and quote-draft context.
  • Owner approvals, opt-out status, and activity needed for troubleshooting.
  • Recovered-revenue proof when the contractor confirms accepted or paid work.

What CrewKeeper avoids

  • No payment card collection.
  • No automatic ESA filing claim. Licensed contractor judgment stays responsible.
  • No cold SMS campaigns without a separate consent/compliance review.
  • No Bell, telecom, or WiFiCheckup customer data. CrewKeeper stays separate.

Reliability

The first client setup includes a fallback path: if AI, SMS, booking, or an integration fails, the owner still gets a clear handoff instead of a silent failure.

Access

The owner dashboard is login-protected. Automation webhooks require a shared secret, and Twilio callbacks are checked before they reach business logic.

A

Before launch

Run missed-call, inbound SMS, emergency wording, STOP, quote approval, booking, and proof-report tests with controlled traffic.

B

During launch

Keep owner approval on sensitive actions and watch activity logs for missed replies, failed sends, and unclear handoffs.

C

After launch

Review reliability, wording, opt-outs, accepted quote value, and verified paid revenue before expanding automation.

Plain-English privacy promise

We use customer and job details to help the contractor respond, quote, book, follow up, and measure recovered work. We do not sell customer data, and we keep setup focused on the smallest amount of information needed to run the workflow.