01
Migration
Check how customers, history, open work, and accounting data can move from the tools you use now.
Field service CRM and invoicing
Connect customer history, jobs, invoices, and payments
CrewBrix manages customers, jobs, appointments, estimates, invoices, and payments in the same application so the office can review the work behind an invoice.
Payment methods, fees, recurring billing, migrations, and AI-assisted actions depend on the current plan, provider, and account configuration.
In CrewBrix
Explore a CrewBrix workflow
Review the line items, total, and payment status before following up with the customer.
Follow one completed job
- 01
Customer and job
Open a customer with prior work, create a new job, and confirm which history is available to office and field roles.
- 02
Estimate and invoice
Create the estimate or invoice from the job and check where scope, status, and customer communication appear.
- 03
Payment
Record a payment and verify invoice status, receipt, fees, and reporting available on your plan.
Requirements and limits
02
Payments
Confirm supported methods, processing fees, settlement behavior, refunds, and recurring-billing requirements.
03
Access
Verify what owners, office staff, and technicians can view or change on web and mobile.
Questions about this workflow
What is a field service CRM?
It stores customer identity, contact information, service history, and related jobs for businesses that work at customer locations. Buyers should also verify scheduling, invoice, payment, mobile-access, and migration requirements.
Does CrewBrix include invoicing and payments?
Yes. Current payment methods, fees, plan limits, and recurring-billing terms are listed on the pricing page and should be confirmed for your account.
Follow one job through billing
Use one completed job to review customer history, job status, estimate or invoice, payment, and the access each role needs. Confirm migration and payment setup for your account.