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01 / BOOK WHILE THEY ARE READY
The phone rings. Get it on the schedule.
Homeowners, sales reps and project managers can book a time the crew can actually make.
An open slot isn’t enough. A reachable appointment is.
“Travel-feasible” means the crew has time to finish the previous job, drive to this one, do the work, and reach the next appointment. Watch one call become a workable plan.
01
The call comes in. Don’t put the lead on hold.
A homeowner needs a 60-minute AC repair. Your sales rep or project manager enters the job and looks for a time—without first calling the contractor to ask if it fits.
Or let the homeowner book directly online.
02
Check the drive. Not just the gap.
Maria finishes at 9:45. The drive takes 30 minutes at that time of day. A 10:00 calendar opening doesn’t work: she can’t arrive until 10:15.
CrewLink checks travel on that day, at that time.
03
10:30 fits. Get it booked.
The repair takes 60 minutes. The next drive takes 20. Maria can finish at 11:30 and arrive before her 12:30 appointment. Book the job now, then keep taking leads as they come in.
Fill the day with workable appointments instead of padding it with three-hour arrival windows.
04
VALUE 02 · SHARED PROGRESS
Keep everyone updated. Across crews, companies, and homeowners.
The crew updates the job. Homeowners, sales reps, project managers and office staff can see its progress without calling the contractor. Connected companies through CrewConnect can follow the work they share, too.
“What’s happening with the job?” Open it and see.
05
VALUE 03 · UPDATED TIMING
Plans change. Keep everyone on the updated schedule.
The first job needs 30 more minutes. The repair now fits at 10:45. Replan around service time and travel, and let everyone affected see the revised timing—including companies connected through CrewConnect.
The new timing is visible. No round of “When will you get here?” calls.
ONE JOB. THE WHOLE PICTURE.01 / 05
THE CALL
A new job needs a time.
30 min drive20 min drive
Maria’s dayService time + travel time
First jobFinishes 9:45
Earliest arrival after the drive
APPOINTMENT REQUESTAC repair · 60 minFind a time that fits
Illustrated example · fixed drive times for the story
More usable time. Less scheduling back-and-forth.
Book as leads arrive into a calendar that includes the work and the drive. If plans change, a dispatcher can review proposed route changes before applying them. The difference starts earlier, when you make the appointment.
Five people. Two companies. One appointment to pin down. Follow the information as it travels down the chain—and tries to make its way back.
“Can you do Tuesday?”
The homeowner calls the sales rep. The sales rep calls the internal project manager. The internal PM calls the external PM. The external PM finally reaches the contractor.
Four handoffs just to ask about a time.
Now send the answer all the way back.
The contractor tells the external PM. The external PM tells the internal PM. The internal PM calls the sales rep. The sales rep calls the homeowner.
The answer takes the same long route home.
By then, the day has already changed.
A job in the field runs 30 minutes over. The time the contractor gave is out of date. Meanwhile, the homeowner isn't picking up.
Eight handoffs. A stale answer. Still no confirmed appointment.
Now someone has to chase everyone again.
The phone chain8 handoffs
Request travels down ↓Answer travels back ↑
H
HomeownerNeeds an appointment
18
S
Sales repWaiting for a time to offer
27
I
Internal PMYour company
36
E
External PMPartner company
45
C
ContractorThe person doing the work
“Tuesday, 9.”
Changed in the fieldPrevious job needs 30 more minutes.
Example coordination chain. Times illustrate the problem.
Stop passing the answer. Share the job.
With CrewConnect, the people coordinating the work can see the same appointment, progress and revised timing. When something changes, there is a current place to look.
04 / CAPACITY BEYOND YOUR CREW
Take on more work. Coordinate beyond your own crew.
The same booking, progress and timing—across businesses. Coordinate with your existing contractors, or find new companies and independent contractors through CrewConnect.
The work starts with a homeowner.
A phone call or online request becomes a job to schedule.
Your business coordinates the work.
A sales rep or project manager enters what is needed. They don't have to relay every scheduling question through a chain of phone calls.
Need another crew? Open CrewConnect.
Extend scheduling beyond your own company. Look for the right connected business and available capacity.
Work with someone you know. Or someone new.
Coordinate with existing contractors, or find new companies and independent contractors to take on more work.
Agree the terms. Book a time that fits.
Book using service time and time-of-day travel. The appointment needs to work for the crew, not just look open on a calendar.
The work flows down. Updates reach everyone.
Homeowners, sales reps, project managers and connected companies with access can see shared job progress and revised timing without calling the contractor.
Unrelated customers, jobs and internal schedules stay private.
From lead to shared work6 / 6
Shared work stays visible. Unrelated business stays private.
01 / CONNECT
Your network, with room to grow.
Bring your existing contractors together and discover new companies or independent contractors.
02 / SCHEDULE
Book across company lines.
Find a start time that fits the connected crew’s service time and travel, with terms agreed before sending work.
03 / FOLLOW THROUGH
See the work move forward.
Project managers, sales reps and connected companies can follow shared job progress and revised timing.
The free allowance covers your first 50 scheduled own-customer jobs, once per business. Receiving CrewConnect work does not use it. Existing early-access grants are honored until you choose a paid plan. See full pricing and overage terms.
THE DETAILS, IN PLAIN ENGLISH
A few good questions.
What does travel-feasible booking mean?
It means there is time to finish the previous job, drive to this appointment, complete its service and reach the next job. CrewLink checks service duration and travel at that time of day before offering a booking time. An empty calendar slot alone is not enough.
Can we book while a homeowner is on the phone?
Yes. Your office, sales reps and project managers can book directly into the calendar using workable appointment times. Homeowners can also book online. Through CrewConnect, scheduling can extend to connected companies and independent contractors.
Is this just route optimization?
No. CrewLink checks service time and travel before you commit to an appointment, so you can book as leads arrive. Dispatchers can also preview route changes for a day, a time window or two jobs, then review and apply the proposal. Only eligible flexible jobs can move; fixed and started work stays in place. A preview handles up to 40 jobs and does not guarantee time or mileage savings.
Who can see job progress and changed timing?
People with access to the job, including homeowners, office staff, field crews, project managers and sales reps, can follow its progress and revised timing. Connected companies through CrewConnect can follow the jobs they share. This visibility does not expose unrelated private work.
How does CrewConnect help us take on more work?
Coordinate with existing contractors and find new companies or independent contractors. Connect, agree terms and schedule shared work into available times. Shared job progress and updated timing reduce the calls needed to coordinate across businesses.
Does a partner see our whole calendar?
No. Partners see bookable availability and the details and progress of shared jobs. Unrelated customers, jobs and internal schedules stay private.
What happens after the first 50 free jobs?
Choose and confirm a paid plan before scheduling job 51. No credit card is required to start and there is no automatic upgrade. Independent and Crew are the standard plans. If you need more than Crew, book a call to agree on an Enterprise plan.
Are the illustrations real appointments?
No. They use fictional people and jobs with fixed travel times to explain the workflow. They do not create bookings. Actual appointment availability depends on your services, crews, schedules and time-of-day travel.
Does CrewLink send customer texts or collect job payments?
Customer texting and online customer job payments are still being rolled out. The shared progress and timing described here do not promise automatic text messages. CrewConnect records agreed payment terms; companies settle with each other directly.
We’ll email you within one business day to pick a time.
For independent contractors
Discuss connecting with companies and scheduling your work.
More of your working day, connected
One job is just the beginning.
Book work that fits. Then keep the crew, the schedule and the people involved connected.
Guided setup
From a new account to your first bookable service.
A saved setup guide walks you through your business, services, crew and working hours. Working alone? Add yourself to the schedule with your existing owner account. Practice first, then share your booking link when you are ready.
Try an example
Services → crew → hours
1Name a service and its duration
2Add yourself or your team
3Set when you work
Save your progress and continue where you left off.
Practice creates no real appointment and uses none of your first 50 jobs. Scheduling an actual job counts toward the allowance.
The same customer. The next visit already planned.
Set up weekly, every-other-week or monthly recurring work. CrewLink plans upcoming visits against availability and service-area rules, so repeat work still has to fit the day.
Try an example
Every week
1First visit · Nov 2
2Next visit · Nov 9
3Following visit · Nov 16
Keep regular maintenance moving without rebuilding the same job.
The dates below illustrate cadence, not guaranteed availability. Out-of-area visits need office attention instead of being booked automatically.
An urgent job arrives. See the options before moving anyone.
Compare an existing opening, transferring eligible work, rearranging today or moving a flexible appointment to another day. Review the affected appointments and proposed schedule before confirming a plan. Fixed and started work stays protected.
Try an example
Plan A · open time
1Urgent repair → available technician
2Travel and service fit the gap
3Existing appointments stay put
Review the proposed appointment before confirming.
This is an example comparison. The app checks eligibility and feasibility; an emergency does not guarantee an available slot.
Follow the work on the road. Keep the appointment in view.
Follow a focused truck, watch several trucks in separate views, or open the fleet grid. Branded trucks and status-colored roads help you recognize the team and spot risk. Scheduled appointment time and estimated arrival are shown separately.
Try an example
Alex · attention needed
1Scheduled appointment · 10:30
2Estimated arrival · 10:45
3Status · late
The schedule says 10:30. The estimate says 10:45. See the difference.
Locations refresh about every 20 seconds when available. Smooth movement between fixes is estimated. Stale or missing GPS pauses following; an ETA is an estimate, not a promise.