1. Customer request
A customer submits a service request or provides their phone number directly to the service business by phone, email, or in person.
Field-service workflow
How Crewless works
Crewless helps solo field-service businesses manage the flow from customer request to estimate, scheduled job, invoice, payment, and receipt.
Soft launch target for the full website and app: late May to early June 2026.
2. Estimate and scheduling
The business follows up about the requested service, estimate, appointment time, and job status.
3. Invoice and payment
The business sends invoice links, payment reminders, receipts, and related customer-service follow-up.
SMS opt-in
End users opt in to SMS on a Crewless-powered service request form by entering their phone number and checking a separate SMS consent checkbox that is blank by default. The customer can submit the service request without checking the SMS box.
The checkbox appears near the phone number and submit button. Example call-to-action text:
Yes, I agree to receive service-related text messages from this business about my request, including estimate follow-up, scheduling, appointment reminders, job updates, invoices, and payment reminders. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. Consent is optional and not required to submit this request.
Customers can also provide their phone number directly to the service business by phone, email, or in person and verbally agree to receive service-related texts about that specific request.
SMS message types
- Service request confirmations and lead follow-up
- Estimate review links and estimate follow-up
- Appointment confirmations, reminders, and scheduling updates
- Job status updates
- Invoice links, payment reminders, and receipts
- Customer-service follow-up related to requested work
Crewless does not support unsolicited marketing SMS. Customers may reply STOP to opt out or HELP for help where supported.