CrewBrix features
Keep the customer, schedule, job details, estimate, and invoice in one app. Brix helps with supported calls, messages, and next steps, so your office and field team can work from the same records. Requests outside your rules wait for approval.
Prefer a person? Request a workflow demo or call (480) 571-7860.
Choose the task. Keep the customer in view.
Actual app render with sample data. Choose a supported task, its target, and whether it runs now or on a schedule.
Illustrative workflow
Follow an illustrative service request through six steps. See what the office, field team, and Brix each do. Booking, approvals, and payments depend on your setup; this is an example, not a customer result.
01
A homeowner calls about a water heater while you're driving home.
In CrewBrix
With voice configured, Brix can capture the caller's name, address, and problem and prepare a summary. Supported Facebook and Instagram messages can enter the inbox as requests.
02
The caller asks for a time on the calendar.
In CrewBrix
With booking configured, Brix can propose an available slot and help create a job request with an address, problem, and time. Requests outside the configured rules wait for a person to decide.
03
The technician needs the information collected before the visit.
In CrewBrix
The job can show available notes, history, photos, and details captured from the call on the technician's phone.
04
The work is complete and the invoice needs review.
In CrewBrix
Build an invoice from job and customer details, then review the line items before sending it.
05
The customer pays by card at the door or through a payment link by text.
In CrewBrix
The payment is linked to its job so the owner can review what is paid and what still needs follow-up.
06
The customer calls again next spring.
In CrewBrix
When the relevant records are available, Brix can use the address, equipment, and last visit to prepare the next booking. Your team reviews work outside the rules you set.
For Brix records, permissions, approvals, exceptions, and activity history, see Brix AI.
Product records
These first-party app captures use sample data. They show the screens your team can inspect in a demo; they are not customer results.
Customer record
A customer profile keeps available contact details, interactions, and business actions in one place for the next request.
Job record
A job detail view brings assignment, scheduled time, money trail, notes, and current status together for review.
Schedule
A schedule view gives the office a visible set of appointment windows and jobs before a time is offered.
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.
We're in founder pricing while we onboard our first customers. Current numbers live on the CrewBrix pricing page.
See current founder pricing. Try the voice technology at (480) 571-7860.
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