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CrewBarn / Customer portal

A connected customer experience

Your service.
In one place.

The intro, in words
  1. Your customers' side, with your name on it

    This is the customer portal: your customers' side of CrewBarn, with your name on it, on the web or in your own app.

    At Harlow and Finch, Dana runs the office and Kim books the work. Let's follow three of their customers, and see what each step saves the office.

  2. Mrs. Rivera: The request arrives complete

    Monday, Mrs. Rivera taps Request service, picks Schedule a job, adds a photo of her water heater, and presses Send request. Her portal says Waiting on them.

    Kim opens a customer-submitted request with the photo. She presses Accept job and books Sam for Thursday. Mrs. Rivera sees it Scheduled, without a call.

  3. Mrs. Rivera: Visit moves, not phone tag

    If Thursday stops suiting her, she presses Move next visit. The portal only offers your open times. She picks Friday at nine.

    Kim presses Approve, and the job moves. Until then it stays as booked, and nobody rings anybody back.

  4. Mrs. Rivera: Approved and signed on the spot

    Thursday, Sam taps Start travel, and she gets his arrival time. He taps Check in. The tank has rusted through, so Harlow and Finch send an estimate with three options.

    It lands under her Needs you. She picks Better, types her name, ticks that she's reviewed it, and presses Approve Better. You see her name and the date on file.

  5. Mrs. Rivera: Nothing booked until she says

    If she's not sure, she asks a question in her messages or asks for a revised estimate, and it lands in your inbox. Decline says no to all of it. Only what she approves gets scheduled.

  6. Mrs. Rivera: Paid the same day

    Sam fits the tank, adds photos, and taps Check out. The job is Complete, and the invoice is made from it.

    It lands under her Needs you. That evening she presses Pay securely and pays by card, through your processor. It turns Paid, and if you've turned it on, she's asked for a Google review.

  7. Mrs. Rivera: Three ways to get paid

    Or she picks Bank transfer, pays from her bank, and presses I've sent it, so you know it's coming. It turns Paid when the money lands.

    Or Sam texts her a pay link before he leaves. No sign-in, and it works once, for thirty minutes.

  8. Mrs. Rivera: Start to paid, no phone tag

    Start to paid in four days, and the office never had to call her. The photos, the signed estimate and the payment are all on the job.

  9. Bayside: Their whole team, their own logins

    Bayside Property Group is a business account. Marcus, in facilities, presses Invite on the Company team tab and adds Priya on Accounting. She sees bills and payments, not job details.

    Jess, at the front desk, becomes an intake contact: she can text jobs to your intake line, with no login.

  10. Bayside: Approved before you call

    Tuesday, Jess texts: the lobby door won't latch. You've set Marcus up as an approver, so he gets a text from your number: reply APPROVED to authorize it.

    He does. Kim's request shows who asked and who approved, and she makes it a job. Before Jo starts, he scans the door's label and sees its history.

  11. Palm Shores: Set up the building

    Linda manages Palm Shores Condominiums. She presses Set up a property and prints the lobby sign from Code and QR.

    Mr. Okafor scans it, gives Unit 4B, and presses Ask to join. Linda presses Approve, or with Let people in with the join code on, he's in at once.

  12. Palm Shores: A leak, reported right

    Monday night his kitchen sink leaks. He presses Request a repair, sets How urgent to Urgent, adds a photo, and presses Send request.

    It reads Waiting for the property admin. Linda and Ray, the maintenance man, get an email marked Urgent.

  13. Palm Shores: Ray fixes it, step by step

    Linda presses Give it to maintenance, picks Ray, and presses Give it to them. Ray's phone buzzes: Yours to fix. Mr. Okafor hears that maintenance has it.

    Ray walks up to 4B and finds a cracked P-trap. He presses Add a note or photos, with a photo, and Mr. Okafor gets the update.

    He fits a new trap, checks it's dry, and presses Mark repaired. Mr. Okafor and Linda get the email, and it's kept in 4B's history.

  14. Beyond Ray: When it needs a pro

    Another night, a drain inside a wall. Ray can't hire, so he presses Needs an outside trade, writes a licensed plumber, and presses Ask the admin.

    Linda can press Keep it in-house, with a note for Ray, or approve it by sending it out.

  15. Beyond Ray: The work comes to you

    She can pick from her Trades list, invite a trade, Find a pro where it's on, or Send to a company. She picks Harlow and Finch.

    Kim gets it as a job request, presses Accept job, and books Jo. Linda's request reads Scheduled with Harlow and Finch, then Repaired by Harlow and Finch, and Mr. Okafor hears both.

  16. Her own plumber: Her plumber, brought in free

    Or Linda uses her own plumber, Gulf Coast, who isn't on CrewBarn. Invite an outside trade, then Send the job. He gets a free account with the job in it.

    No sign-up needed: from the link he presses Confirm the job, Book a visit, Start the work, then Mark it done with his invoice. It reads Repaired by Gulf Coast Plumbing.

    Or he presses Claim my account. And for work already done, Linda presses Upload their invoice.

  17. Who may hire: Who may hire is her call

    Who may hire is Linda's call. On People, Ray's button reads Outsourcing needs approval. One tap makes it Can hire outside trades, and he sends work out himself.

  18. Your company: Branded under your name

    All of this can run in your own app, with your name and icon. Inside it, your customers see only your company.

  19. Your company: Less phone, more done

    So for Harlow and Finch: fewer when-are-you-coming calls, approvals signed online, payment the same day, and visit moves approved instead of phone tag.

    Every estimate is signed on file, finished work asks for a review, and buildings send you their work.

  20. The whole tree: Every repair, start to finish

    A resident asks, Linda decides, Ray fixes it or it goes out to you or the trade she picks, and everyone hears.

    And for every customer the same trunk: ask with a photo, accept, visit, approve, done, paid.

  21. Customer portal: Your portal, and your own app

    That's the customer portal in CrewBarn.

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

A customer portal for service requests, quote approvals, signatures, messages and invoices. Keep each person connected to the right property, work and decision.

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.

Fictional sample. No request, approval or payment is sent.

For customers and company teams

Clear requests.
Confident decisions.

Homeowners, office teams and property managers all need to know what is happening. Give them access to the relevant work without sharing an office login.

01

Request work with context

Keep the description, service location and person requesting it together. A request goes to the office for review; it is not automatically a confirmed visit.

02

Approve the work

Let customers review quotes, select an option and sign the agreed documents. Keep the decision connected to the job.

03

Stay in touch

Keep job messages and visit-change requests with the record. The office approves scheduling changes.

04

Know the property

Connect equipment and service history to the relevant site so later visits start with useful context.

05

Bring the right people

Company customers can use individual team logins with access that suits managers, staff and accounting.

06

See the invoice

Carry the job through invoicing and payment using the company’s connected payment services.

Discover, then connect

Find a provider.
Keep the work together.

The public directory lists businesses that choose to appear. Customers can explore a profile and compare up to three providers before sharing a request through their portal account. Private provider relationships stay private.

Browse the provider directory →

Read the handoff

Make the customer side work, too.