CrewBrix features
The call, the customer, the job, the schedule, the invoice and the payment are one record, and your office and your crew look at the same one. Brix works that record for you: answers, books, texts, invoices, chases. As far as your permissions go, and not a step further.
One job in CrewBrix
This sample follows one request through the office, the field, and Brix. Your booking rules, permissions, and payment setup determine what happens in your account.
01
A homeowner calls about a water heater while you're driving home.
02
The technician needs the information collected before the visit.
03
The work is finished and the customer is ready to pay.
See how Brix handles calls, decisions, and follow-up. For the first response and office handoff, review the contractor lead-response workflow.
Connected records
Customer details, scheduled visits, and job records sit in one place, so nobody calls the office to ask where something is.
Customer record
Open the customer record to find contact details, past conversations, and the work connected to that address.
Job record
Assignment, appointment time, notes, costs, photos, and status stay with the job instead of moving between apps.
Schedule
The office can see appointment windows and scheduled jobs before it makes a promise to the customer.
What each job made you
Money comes in against the job it belongs to. The office sees what's collected, what's overdue, and which jobs are missing their costs, without exporting a thing.
Follow the customer record through invoicing and payment, or review the wider field service management workflow with your office and crew.
Before you switch
If you use Housecall Pro, start with the CrewBrix and Housecall Pro comparison, including CSR AI, scheduling, and current customer-facing limits. For phone coverage, use the AI receptionist and answering-service test worksheet to compare intake, booking, and handoff on the same calls.
See current founder pricing. Try the voice technology at (480) 571-7860.
No. Calls, customers, scheduled jobs, invoices, and payments stay connected in one app.
Yes. Keep your number and forward missed calls or calls outside business hours to CrewBrix. Once set up, Brix can answer for you. Call (480) 571-7860 to try the voice technology.
Supported Facebook and Instagram chats come in the same inbox as calls. Each message becomes a customer request with a name and a need attached.
No. You can start with the AI Receptionist, then add customers, scheduling, and invoicing as you are ready.
The pricing page shows each plan's monthly price, included users, AI credits, voice minutes, and extra-use rates.
Forward your missed calls on day one. Move customers, the schedule and invoicing over as it suits you.
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