Everything CrewBarn does

One job, through the whole barn

This is CrewBarn, followed through one job at Harlow and Finch, from the first ring to the books and beyond.

Dana runs the office, Kim books the calls, and Sam and Jo are out in the trucks. Every stop has its own page on this site.

The call: A call becomes a job

Tuesday, just after eight. Mrs. Rivera finds Harlow and Finch's website and calls: her water heater is leaking.

The call is recorded on the company line, and when it ends, CrewBarn has already written down what she needs.

Kim presses Create job from this call, checks the draft, and presses Quick create job. It waits in To Schedule.

Booked: A day and a person

Kim opens Thursday and drags the job into Sam's lane at ten fifteen. CrewBarn checks for clashes and time off before it books. All clear: Scheduled.

From Automations and reminders, Mrs. Rivera gets a reminder text before the visit, without Kim lifting a finger.

Booked: Sam hears it first

On Thursday, Sam's first job runs long. Every minute CrewBarn checks the jobs about to start, and it calls Sam: you're running late for your ten fifteen. Press 1 to call Rivera residence now.

He presses 1 and tells her himself. If he hadn't, the Schedule button would flash for Kim.

On site: Everything he needs, on his phone

Sam taps Start travel, and she gets an on-the-way text. At the house he taps I'm here, check in, and the job is On site. The time clock clocks him in on its own.

His phone shows the water heater under Assets, its history, and the gate code in Secure files.

If the garage had no signal, his check-in and photos would wait on the phone and send themselves later.

On site: A new tank, off the truck

The tank has rusted through. Sam has a fifty gallon tank on the truck, logs it to the job, and takes before and after photos with BarnCam.

But the expansion tank beside it is failing too, and that wasn't in the job. He adds a note and a photo, and calls the office.

Extra work: Priced while he's there

Kim presses New estimate for Mrs. Rivera and adds the expansion tank and the labor from the price book, with a good and a better option.

She presses Text estimate. Mrs. Rivera gets a link to her own portal.

She reads both options, picks Better, and presses Sign plus approve. In the office, it turns Approved, and Kim presses Convert to Job, with Sam on it.

Paid: Paid before he leaves

Sam fits the expansion tank, Mrs. Rivera signs on his phone, and he presses Finish job. The job is Complete.

On Collect, the invoice is made from the job. He picks Tap to Pay on this phone, she taps her card on the back, and it says Payment collected. The invoice is Paid.

Paid: In the books, and on order

The payment posts to the books on its own. When the card deposit lands in the bank, CrewBarn suggests the match, and Dana presses it.

The tank came off Sam's truck, so the truck is down to its reorder point. It lands on Needs ordering, and Auto reorder drafts a purchase order for the supplier.

After the visit: The heater has a history

Back at the office, Kim gives the new heater its own record, with the model and serial, and presses Print labels. Sam sticks the QR label on the tank next time he's by.

Whoever goes next opens its service history before they arrive: this install, the parts and the photos.

After the visit: A yearly visit, signed in her portal

Dana offers a yearly flush to keep the new tank healthy. She presses Build service agreement, covers the heater, and presses Send to sign.

Mrs. Rivera opens her portal. Her paid invoice is there, and her equipment. She reads the agreement and presses Sign agreement. It's Running, and next year's visit is already planned.

If that date stops working, she asks to move it in the portal, and the office approves it.

A sub: The roof part, to a roofer

A week later it rains, and water drips around the heater's vent where it goes through the roof. Harlow and Finch don't do roofs.

Dana adds a job for the flashing, presses Sub this out, picks Coastal Roofing with a not-to-exceed of four hundred dollars, and presses Send the job now.

In Coastal's own free CrewBarn, they press Accept, fix it, and their photos land on Dana's job: Coastal Roofing finished the job. It reads Completed by sub, and Dana approves their invoice and marks it paid.

What slipped: Caught before it's forgotten

The flashing job moved to Complete when Coastal finished, but nobody has billed Mrs. Rivera for it.

Every hour, CrewBarn checks the places work slips. Finished jobs not invoiced finds it, and puts a to-do on Dana's list, because she owns billing.

What slipped: It closes itself

Monday morning, Dana opens the job and presses Invoice Job, and emails it.

She doesn't tick anything off. On the next hourly check, the job has its invoice, and the to-do clears on its own. If she'd been off, it would have gone to Kim, her backup.

What changed: Nothing lost on the way

Look at what didn't happen. No missed call, no double booking, no quote in a notebook, no payment typed twice.

And the one thing that did slip was caught within the hour, and billed the next working day.

Around the barn: And the rest of the barn

An hour after the job, an automation Dana turned on once texted Mrs. Rivera, asking for a review. And Sam's hours came from the time clock.

If Harlow and Finch opens more locations, franchise support rolls them up. And the API and integrations connect it all to Twilio, Stripe, QuickBooks and Google, on their own accounts.

The whole journey: One job, every page

That's one job: the call, To Schedule, Sam's lane, on site, extra work approved, paid, in the books, on the equipment record, under an agreement, a roof by a sub, and the one slip caught.

And the branches had answers too: a late tech, no signal, and work that was finished but not billed.

CrewBarn: One barn for the whole crew

Every feature has its own page, with its own story told step by step.

CrewBarn is in beta, and free for life for trades that help test it.