Sold, installed, serviced and funded. One app.
Crewtera runs the whole job for companies that sell, install and service. Your office, your crews and your money finally on the same screen, from the first sale to the last payment.
Crews
Revenue this week
Today
Sales cycle
Built for companies that sell, install and service
Every job has a path. Crewtera walks it with you.
Most software stops at the invoice. Big jobs don't. Crewtera follows an install all the way until the money lands, and keeps every service call moving until it's closed.
Installs
From the signed deal to the funded paymentService
From the phone call to the closed ticketEvery install, every crew, on one map.
The install office sees the whole day at a glance: every job across every city, which crew has it, and which ones still need a tech.
- Pins coloured by area crew, unassigned jobs in red
- Click a pin: customer, time window, amount and tech
- Assign a tech right from the map
Today's crew
Know where every dollar is, until it lands.
Financed jobs don't pay when the crew leaves. Crewtera follows each one from install to funded, and shows what's still waiting on the lender.
- Every financed job in its stage, with the amount
- Each step stamped with the date and time it happened
- Jobs waiting too long stand out
Everything the office and the field need. Nothing they don't.
Service queue
New, in progress, scheduled and closed, in tabs that switch instantly. Nobody asks "who has this one?" again.
Installs on a map
See every install, every crew and every open day. Assign a job in two clicks.
Dispatch
Match the right tech to the right job, with today's schedule for every crew side by side.
Funding tracker
Know exactly which financed jobs are still waiting on the lender, and how much money that is.
Tickets that tell the story
Photos, time on the job, parts and the invoice, all on the ticket. The customer's full history is one click away.
An owner's dashboard
Revenue, jobs sold, funding pending and open tickets, for today, this week or this month. Live.
Maintenance plans
See who's due for a tune-up and keep plan customers coming back every season.
Daily installs sheet
The spreadsheet your office already lives in, rebuilt as a page that fills itself in.
Your team, organised
Every person by department, with the right access for their role. Invite someone in a minute.
One app. A different screen for every seat in the company.
Everyone sees what they need to do their job, and nothing they shouldn't.
Built with a working trades company, not a boardroom.
Everything in it came from a real office running real crews.
Installs aren't done when the crew leaves. Crewtera tracks every job through funding, so cash never slips through the cracks.
We create your company, load your team and walk your office through it. You don't configure software, you run your business.
Changes show up on every screen as they happen, on the office monitor and the tech's phone.
One plan per company. Priced by seats.
No feature tiers. Every company gets the whole app.
- Every feature, every role
- Seats for your whole team
- We set up your company and team
- Live updates on phone and desktop
- Support from people who know the trades
One-time setup
We load your team and walk your office through it.
Good questions.
Which trades does it work for?
Any company that sells, installs or services: HVAC, plumbing, electrical, solar, roofing, water treatment and more. If your jobs have crews and customers, it fits.
Do my technicians need training?
They open it on their phone and see today's jobs. That's the training.
Can I bring my existing customers and jobs?
Yes. We bring your customer list and job history in during setup.
Who can see the money?
Each role sees only what it needs for its job. The owner's dashboard stays with owners and managers.
How long does setup take?
Most companies are running the same week. We do the heavy lifting.
See your company running on Crewtera.
A 30-minute walk-through with your real workflow: how your jobs come in, get scheduled, get done and get paid.