Office
Turn calls into scheduled work, without the chaos.
Built around the way your crew works.
Calls, scheduling, field work
and payments. One connected
home for the work ahead.
Help test CrewBarn. Keep it free for life. Provider costs are separate.
Water heater replacement · Sample job
Rivera residence · 418 Palm Ct
Field work checklist 4 of 4
✓Signed
Oct 16, 2026 11:24 AM
One company.
Every part connected.
Field
Give your crew the tools to get it done right.
Customers
Keep customers in the loop from first call to final payment.
Books
Invoicing, payments and accounting, all in one place.
Field service management, from first call to books
The whole job.
One continuous story.
CrewBarn connects the work of running a service company: customer intake, quotes, scheduling, dispatch, field work, equipment, stock, invoices, accounting and payroll. The office, your crew and your customer stay connected to the same job.
- 01
Capture the request
Calls, texts, emails and portal requests reach the office.
- 02
Agree on the work
Price the scope, send options and collect approval.
- 03
Plan the visit
Assign the crew and keep the schedule in view.
- 04
Do the work
Photos, forms, parts, time and sign-off travel with the job.
- 05
Get paid
Connect the completed work to its invoice and payment.
- 06
Keep the history
Equipment, follow-ups and financial records stay together.
The Operations Canvas · Your office, in view
A clear plan for
the work ahead.
See who is going where, what’s next and what needs attention. Scheduling and dispatch share the same customer and job records, so the office can respond with context.
Interactive product illustration · Fictional jobs, crew and locations.Select a job to change its dispatch details. On phones, scroll the example sideways.
Everything has its place
Built for the business
around the work.
Start with the tools your company needs today. Keep the customer, the property, the equipment and the financial record connected as the work grows.
Calls & customer intake
Bring calls, texts, email, website and portal requests into one shared intake workflow. Review the job draft before saving it.
- Shared inbox
- Call recordings & transcripts
- Customer and service-location history
Quotes that become work
Build options from your price book, review the scope and margin, then collect the customer’s approval and signature.
- Options & line items
- Photos, parts & labor
- Approvals & e-signatures
Scheduling & dispatch
Plan visits around the crew, catch booking conflicts and keep the route, job and customer update together.
- Calendar & dispatch map
- Crew assignment
- Arrival updates & late-tech follow-up
Field work that stays connected
Give technicians the job details, equipment history and forms they need, with offline work for places without signal.
- Photos & BarnCam video
- Forms, inspections & time
- Parts, scope approvals & signatures
Equipment & service history
Keep assets at each customer site connected to their service visits, parts, photos and previous findings.
- Equipment records & QR labels
- History across service locations
- Customer-controlled sharing
Service agreements & repeat visits
Keep planned maintenance attached to the customer and equipment rather than rebuilding each visit from scratch.
- Recurring visits
- Maintenance agreements
- Connected billing
Stock, purchasing & price books
Know what is in the shop, warehouse and trucks. Keep the parts quoted, ordered and received tied to the work.
- Truck & bin locations
- Purchase orders & receiving
- Catalogs, counts & barcode labels
Invoices, payments & books
Carry the completed job into an invoice, payment and financial record, with built-in accounting and payroll workflows.
- Deposits, credits & payment links
- Bank matching & vendor bills
- Payroll, reporting & job profit
A customer portal with context
Give customers a clear place to request work, review quotes, sign documents, message the company and pay invoices.
- Company-team logins
- Visit-change requests
- Approvals, messages & billing
Your brand, online
Build a website and customer app with your organization’s name, content and appearance, connected to the service workflow.
- Website & app builder
- Services and service areas
- Online requests & Google connections
Daily duties & CBI
See work that needs attention, give follow-up an owner and review proposed changes before taking action.
- Overdue work & follow-up
- Owners & backups
- AI assistance using your providers
Your network, your connections
Work with trusted subcontractors, connect the systems you use and keep ownership of your business records.
- Subcontracting & trade network
- Scoped API tokens & webhooks
- Imports, exports & provider choice
The Command Center · See it. Review it. Move it forward.
Stay ahead of the day.
Look at the same work from the office, the field or the customer’s side. CBI helps surface context and draft next steps for your team to review.
Interactive sample · Try the Office, Field and Customer portal tabs.The route map is illustrative. No customer messages are sent. Open workspace example →
You keep the decision. Review the proposed customer update, check the job and choose the next step. Your provider accounts power the connected services you enable.
Explore CBI →Your customer’s side of the story
A better way
to stay in the loop.
Customers can request service, approve quotes, sign documents, message your team and view invoices in their portal. Company customers can bring their managers, staff and accounting team into the right parts of the conversation.
- Request work. Keep the customer, property and person requesting it together.
- Make decisions. Put the scope, approval and signature beside the job.
- Stay connected. Handle visit-change requests, messages, equipment history and billing in context.
Harlow & FinchCUSTOMER PORTAL · SAMPLE
A new request
Tell your provider what’s going on.
Keep the service location, work description and person requesting it together.
Quote #1042
The scope and the decision, together.
Review the work and its price before approving.
Water heater replacementRivera residence · 418 Palm Ct
$1,480.00Awaiting sample approval
Invoice #1042
A clear finish to the job.
See the completed work, invoice and payment status in one place.
Water heater replacementSample balance
$1,480.00Unpaid · demonstration
Fictional sample. No request, approval or payment is sent.
Built for whatever you fix
Your trade.
Your way of working.
Trade starter packs provide a starting point for job types, statuses, price lists, stock locations and forms. Explore practical guides to organizing work in your trade.
PlumbingHVACElectricalLocksmithGarage doorsRoofingPest controlPool & spa serviceLandscapingTree careIrrigationCleaningFire & Life SafetySecurity & Low VoltageAppliance RepairHandymanPaintingFlooringWindows, glass & doorsSolarSepticGuttersPressure WashingProperty MaintenanceCarpentryDrywallConcrete & masonryIT & networkingGeneral contractorFacility maintenanceMobile mechanic
31 trade guides, each with its own workflow, handoff checklist and related reading.
Connected. On your terms.
Your providers.
Your business data.
Connect your own accounts for the services you choose. Provider costs are separate, and setup depends on the connections you enable. Use CrewBarn’s API, webhooks, imports and exports to work with your existing tools.
Explore integrations and the API →AI assistance
Claude · ChatGPT · Gemini · Azure OpenAI
Phone & messaging
Twilio · net2phone · connected inbox
Payments
Stripe · Stripe Terminal · GoDaddy Payments
Accounting
Built-in books · QuickBooks · CSV exports
Google connections
Maps · reviews · Business Profile · Search Console
Files & access
Cloudflare R2 · roles · change logs · exports
The CrewBarn field guide
Useful reading for
the people running the work.
Practical articles about trade workflows, office-to-field handoffs and the customer experience. Start with a problem your team recognizes.
Browse all 33 guides →
Trade guides
Build a plumbing job record the next person can use
A plumbing visit often changes shape after the first conversation. Give the office and technician a shared record that explains the request, the customer's choices and what still needs to happen before invoicing.
Read the guide →
Trade guides
Organize HVAC visits around the right equipment record
One address can contain several systems and a long service history. Organize each HVAC request around the relevant equipment, then make the visit outcome and any customer-approved follow-up easy for the office to understand.
Read the guide →
Customer portal
A customer portal that carries the request all the way to payment
A request, a signed quote and a paid invoice belong to the same conversation. Give customers a clear place to follow the work while keeping the office in control.
Read the guide →Get the app
CrewBarn on
your phone.
The same CrewBarn your crew uses in the field: jobs, photos and video, checklists and signatures, and it works with no signal. Point your Android phone's camera at the code, or tap the button on your phone, then install the app.
Android may ask you to allow installs from your browser the first time. App Store and Google Play versions are coming soon; until then, iPhone users can use CrewBarn in the browser.
Before you get started
A few good questions.
What is CrewBarn?
CrewBarn is field service management software that connects calls and requests, quotes, scheduling, dispatch, field work, equipment, stock, invoicing, accounting and payroll. The customer portal connects customers and company teams to their requests, decisions and billing.
Which trades does CrewBarn cover?
CrewBarn supports plumbing, HVAC and electrical businesses, along with locksmiths, cleaning, landscaping, facility maintenance, mobile mechanics, IT and networking, and other service trades. Trade starter packs give companies a starting point for job types, statuses, price lists, stock locations and forms. See the trade guides.
Can my crew work without a signal?
The field app supports offline work for job details, forms, photos and signatures. Online services such as sending messages, connected provider actions and syncing updates require a connection. Read about the field app.
What can customers do in their portal?
Customers can request work, review and approve quotes, sign documents, message the company, view equipment history and pay invoices. They can request a visit change for office approval. Company customers can use separate team logins with appropriate access. Explore the customer portal.
What does the beta offer include?
CrewBarn’s current offer is free for life for trades that help test it. Provider accounts and charges for connected AI, phone, maps, payments and storage are separate. Review the beta details and setup requirements when you join; this page does not replace those terms.
Does CrewBarn connect to systems I already use?
CrewBarn supports connected providers, QuickBooks, scoped API tokens, webhooks, imports and exports. Available behavior depends on the connection and its setup. See the integration details.
Help shape the next working day
One barn.
The whole crew.
Bring your office, field crew and customers together. Join the beta, pick your trade and start with a connected workflow.
Built with the people doing the work.
- Free for life for trades that help test CrewBarn.
- Your own provider accounts; connected-service costs are separate.
- Bring your people, customers and records into the same workspace.
- Share what is broken and what would make the work easier.