Customer Management

Keep Complete Work History for Every Customer

Easily access and manage critical information and view a complete work history for every relationship.

Do these customer management issues sound familiar?

Can’t quickly access key customer information.

Don’t have an easy way to see all the work you’ve performed for a customer.

Communication mishaps cause friction because info is incomplete or inaccurate.

Bottom line: If you don’t have a detailed and comprehensive work history for a customer—and can’t use it without jumping through hoops—then your business relationships may suffer. You need a way to put all your vital customer data in one place.

One Source of Truth for Your Customer Data

Build a Complete Work History for Any Client

See every work order for each customer, complete with the essential info you need to tell the full story.

View Vital Info at a Glance

Spend less time sorting through the clutter; quickly find what you need due to superior organization and accessibility.

Allow Unprecedented Transparency

Give anyone on the org chart the ability to view customer records as needed, so leadership and management can easily keep tabs.

The Source of Truth for Your Customer Data

You don’t have to juggle a bunch of apps (and wade through a bunch of junk) to put all your customer info together. CrewOS gives you the ability to create one authoritative source for every customer on just one platform.

Easy to Learn, Easy to Put Into Place

CrewOS is designed to make onboarding and deployment a breeze. You’ll see immediate impact and benefits from the first time you fire up the platform.

It's Time To Get Started

We’ll help you be the hero every field service operation needs.

Explore crewOS Features

crewOS Industrial Field Service Management Crew Time Tracking Feature Screenshot

Time Tracking

Get unprecedented insight into your labor costs by easily recording and monitoring job costs in real time—and no longer have to chase down missing timesheets from your field team.

Inspections

Conduct inspections efficiently and comprehensively within crewOS, ensuring compliance and quality control.

crewOS Industrial Field Service Management Work Order Management Feature Screenshot

Work Order Management

Easily view and manage all of your work orders or jobs in one location that stays in sync with your ERP—automatically (no manual sync necessary).

crewOS Industrial Field Service Management Change Order Feature Screenshot

Change Orders

Quickly manage project scope, schedule, and budget modifications without shuffling paper or dealing with delays.

crewOS Industrial Field Service Management Offline Mode Screenshot

Offline Mode

Work with full functionality offline, capturing data and syncing to the cloud once online.

crewOS Industrial Field Service Management Customer Management Feature Screenshot

Customer Management

Manage all of your customers and locations in one location.

crewOS Industrial Field Service Management Security Feature Screenshot

Security

Protect your data with encryption protocols that exceed industry standards.

crewOS Industrial Field Service Management Use Roles Feature Screenshot

User/Role Management

Control the addition of new users and define roles and access levels.

crewOS Industrial Field Service Management Cash Advance Feature Screenshot

Cash Advances

Track cash advances by job and employee, allowing crew members to enter, sign off, and submit advances.

crewOS Industrial Field Service Management Equipment Tracking Feature Screenshot

Equipment Tracking

Manage company-owned and rental equipment for job execution and billing.

Expense Tracking

Effortlessly record, categorize, and analyze expenses in real-time, in both the office and field.

Field Notes and Photos

Give crews the power to document job progress in real-time.

crewOS Industrial Field Service Management Custom PDF Reports Feature Screenshot

PDF Reports

Give crews the power to document job progress in real-time.

crewOS Industrial Field Service Management Payroll Automation Feature Screenshot

Payroll Automation

Streamline payroll calculation and management, accommodating complex payroll rules.

crewOS Industrial Field Service Management Per Diem Feature Screenshot

Per Diem Tracking

Manage travel and living compensation.

crewOS Industrial Field Service Management JSA Report Feature Screenshot

Safety/JSA

Monitor and reinforce safety compliance in industrial environments.

crewOS Industrial Field Service Management Smart Lists Feature Screenshot

Smart Lists

Configure “to-do” lists for field crews tied to specific workflows.