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.

Book a workflow audit
1

Owner-approved actions

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

2

Current software first

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

3

Security gates

Live traffic is accepted only after request checks, access controls, opt-out handling, and fallback paths are tested.

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 unrelated customer data from outside businesses or systems.

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

Client workspaces are access-controlled, and outside requests are checked before they can reach business logic.

Software boundaries

Jobber, ServiceTitan, Housecall, QuickBooks, Google, Outlook, or the office process can remain the source of truth. Direct writeback is added only after approval, testing, and a fallback path.

No silent automation

Every live workflow needs an owner-visible fallback: manual reply mode, failed-send review, booking handoff, and an activity log the contractor can check.

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.