Service Operations Suite

Run every job from first look to paid invoice.

CraftBrief is one app for your whole operation — inspections, estimates, dispatch, scheduling, time tracking, invoicing, and payroll. Your techs get a phone app that just works. Your office gets the full picture. Your clients get answers without calling you.

Free trial for new companies · No add-on charges until you turn a module on

Property management HVAC Plumbing Electrical Maintenance crews Inspections
✓ Quote approved Signed by M. Alvarez · $2,480
Today's jobs
Rooftop unit service
Gateway Commerce Blvd · 8:00–11:30
In progress
Turnover inspection · Unit 4B
Beltway Distribution Ct · 1:00
Urgent
Clock-in
Location verified on site ✓
7:58 AM
I'm on my way →
★★★★★ "Fast, clean work" — job review
Property managers Service contractors HVAC · Plumbing · Electrical Property inspectors Maintenance crews
The CraftBrief pipeline

Inspection → Estimate → Job → Invoice

Every finding can become a quote. Every accepted quote becomes a dispatched job. Every completed job becomes an invoice — with the original inspection still linked, all the way through.

1

Inspect

Walk the property with InspeQtion. Photos, severity, and a recommended fix per finding — with a client-ready report at the end.

2

Estimate

Turn a finding into a quote in one tap. Clients approve online with a typed signature — no account, no app, no phone tag.

3

Dispatch

An accepted quote converts straight into a scheduled job. Your tech taps "I'm on my way," and the client sees it live.

4

Invoice

Bill from the quoted lines or the hours actually worked, then push to QuickBooks Online or Square. Margin per job, visible.

What's inside

Everything a service company runs on, in one place

Jobs & dispatch

Dispatch work your techs can actually run from a phone

Every job carries the client, the site, the scope, the priority, and the schedule. Techs start it, photograph it, and complete it from the field — the office watches status change in real time.

  • "I'm on my way" notifies the client automatically
  • Completion notes and photos, compressed on-device so they upload fast
  • Job costing: revenue, labor, expenses, and margin per job
  • Job expense ledger — materials, equipment, subcontractors — with cost codes
Jobs — this week+ Dispatch
AC condenser replacementRiverside Flats · Marcus T.
Completed
Panel upgrade — Bldg CEastgate Logistics · Dana R.
In progress
Leak under slab, unit 12Gateway Commerce · unassigned
Urgent
Quarterly roof walkBeltway Distribution · Kim L.
Scheduled
Estimates & quotes

Quotes clients can approve from their couch

Build a quote from your pricebook or from an inspection finding, send a link, and get a decision. The client sees your logo and your colors — and approves by typing their name.

  • No login, no account — one secure link does it
  • Send by link, text, email, or straight from your company's address
  • Valid-until dates, decline reasons, and an audit trail of who approved what, when
  • Accepted quotes convert to dispatched jobs — and the invoice bills the quoted lines
Quote #E-2026-041 · Riverside Flats
Replace 3-ton condenser unitIncludes crane lift & disposal
$3,850
New pad & line set
$640
TotalValid until Aug 30, 2026
$4,490
Approved by M. AlvarezTyped-signature approval · Jul 28, 2026
Accepted
Scheduling & time

Scheduling that survives contact with real crews

Recurring schedules, rotation patterns, an open-jobs board techs can claim from, and callout coverage — with the guardrails a real operation needs.

  • Geofenced clock-in, enforced at the server — not just an honor system
  • Understaffing alarms, callout alerts, and an overtime call list that offers shifts down the list automatically
  • Scheduling rules: minimum rest, max consecutive days, hour caps — with override levels
  • Assigning someone without the required license triggers a warning first
Schedule — coverageWeek of Aug 3
Gateway Commerce · day crewHave 3 / need 3
Covered
Riverside Flats · turnoverHave 1 / need 2 · short 1
Short
OT call listOffer sent to 2 of 6 · waiting on Dana R.
Cascading
Clock-in · Marcus T.On site · location verified
7:58 AM
Retention

A client experience that wins the next job too

Clients see progress without calling, leave reviews without being chased, and come back without you remembering to ask — service reminders bring recurring work home: annual services, quarterly walks, seasonal maintenance.

  • No-login job tracking link: Scheduled → In progress → Completed, live
  • Clients leave a 1–5 star review when the job completes
  • Service reminders re-dispatch recurring work in one tap
  • Clients request service from their portal — it lands straight in your queue with a status they can follow
Service remindersDue
Annual A/C service — Bldg ARiverside Flats · every 12 months
3 days overdue
Quarterly property walkGateway Commerce · fixed calendar
Due today
Backflow testEastgate Logistics · every 12 months
Due in 12 days
Gutter clean-outBeltway Distribution · every 6 months
Upcoming
Money

Invoicing and payroll that reconcile to the penny

Invoices come from real data — the quoted lines or the hours actually clocked on site — and push to the tools your books already live in. Payroll computes gross pay the hard, correct way.

  • One-tap invoice from a completed job; QuickBooks Online & Square sync built in
  • Overtime by weekly or daily thresholds, holiday premiums, per-person incentives — FLSA regular-rate correct
  • Pay-period sign-off & locking, enforced in the database — no back door
  • Configurable CSV export profiles that match your payroll provider's import format
Invoice INV-2026-118QuickBooks ✓
Replace 3-ton condenser unitBilled from the accepted estimate
$3,850
New pad & line set
$640
Synced to QuickBooks OnlineStatus refreshes when it's paid
Open
Job marginRevenue $4,490 − labor & expenses $2,905
35%
Your team

Licenses, safety, and the paperwork of a real crew

Track every license and certification with expiry alerts — EPA 608, OSHA 10/30, journeyman and contractor licenses, insurance and bonds. Lone techs on remote sites get a panic button and welfare check-ins.

  • License & cert tracking with document uploads and expiry warnings
  • Panic button pages the office instantly with location; "I'm OK" welfare check-ins log the trail
  • Job reports with photos and voice dictation, reviewed before a client ever sees them
  • CSV roster import, printable ID cards, gear issue tracking, team chat
Licenses — expiring soon
EPA 608 Universal — Marcus T.Expires Aug 14, 2026
Expires in 15d
Journeyman Electrician — Dana R.Expires Feb 2027
Valid
OSHA 30 — Kim L.Card on file
Valid
SafetyPanic + "I'm OK" check-ins for lone techs
Active
Client CRM

A client record that fills itself in

Most CRMs die because nobody updates them. In CraftBrief, the record writes itself — every quote sent, approval signed, job dispatched, and job completed lands on the client's timeline automatically. Your team just adds the human parts.

Pipeline & timeline

From first call to loyal customer, on one screen

Work your book of business through real stages — Lead → Prospect → Customer — with a full history under every name. Log a call, a meeting, or a site visit in seconds; the system logs the rest for you.

  • Pipeline stages with counts, plus search across names, emails, and contacts
  • Quotes, approvals, and jobs appear on the timeline automatically — with amounts and who signed
  • Manual entries for notes, calls, emails, meetings, and site visits — backdatable to when they happened
  • "Customer since" stamps the day a prospect converts — and where they came from: referral, web, or repeat
Riverside Flats — timelineCustomer
Job completed — AC condenser replacementReview received ★★★★★ · Jul 29
Auto
Quote approved by M. Alvarez$4,490 · typed-signature approval · Jul 28
Auto
Site visit — walked Bldg A roofLogged by Dana R. · Jul 25
Manual
Quote sent — #E-2026-041$4,490 · Jul 24
Auto
Call — asked about financingLogged by office · Jul 22
Manual
Contacts, sites & documents

Because the tenant who lets you in isn't the owner who pays

Every client account holds all the people, properties, and paperwork behind it — so whoever answers the phone knows exactly who they're talking to and what was agreed.

  • Multiple contacts per account, with clear Primary and Handles-billing flags
  • Every site the client owns, linked to its jobs, quotes, and reminders
  • Signed contracts, service agreements, and warranties on file — in private storage, opened via short-lived links
  • Text-message consent tracked per client — opt-ins recorded with the exact wording shown, opt-outs honored automatically
Riverside Flats — contacts & files
M. Alvarez — OwnerPrimary · Handles billing
Opted in to SMS
J. Chen — Property managerDay-to-day scheduling contact
Contact
T. Ruiz — Tenant, Unit 12Site access only
Contact
Service agreement 2026.pdfSigned Mar 2026 · 1.2 MB
On file

A portal clients actually use

Invited clients get their own login: request service, see invoices and published job reports, message your office, and watch coverage on a map of their sites.

Two-way messages, on the record

Threaded conversations between your office and each client's contacts — with unread badges so nothing sits. No more "check whose phone the text is on."

Requests become jobs

A client's service request lands in your queue with a push alert, moves through New → Reviewed → Scheduled, and carries internal notes clients never see.

Included module · Also sold standalone InspeQtion

Look closer. Report better. Win the work.

InspeQtion turns a property walk into a client-ready report — with your logo on the cover, an automatic A–F condition grade, and findings that convert straight into estimates and jobs.

  • Three report styles: condition, service, and photo reports
  • AI drafts each finding from the photo — you review and confirm
  • Annotate photos on your phone: arrows, circles, freehand
  • Buy it alone, or as part of CraftBrief
Property Condition Report

5150 Gateway Commerce Blvd

Warehouse / Distribution · Condition assessment
C
Fair — 60/100 Overall condition, weighted by finding severity
#1 Roof — north bay HIGH Membrane blistering near the primary drain
#2 Loading dock door #3 HIGH Door off its track; bottom panel bent
Prepared by Your Company · Generated by InspeQtion
Who it's for

Built for the people who keep properties running

One platform, worded your way — jobs, sites, crews, and clients.

Property managers

Every building, every vendor visit, every recurring obligation — tracked.

  • Condition reports with an A–F grade owners understand
  • Service reminders for quarterly walks and annual services
  • Client portal for owners: requests, invoices, reports, messages

HVAC · Plumbing · Electrical

Quote it, dispatch it, invoice it — without re-typing anything.

  • Pricebook-powered quotes clients approve online
  • EPA 608, OSHA, and journeyman licenses tracked with expiry alerts
  • QuickBooks Online & Square invoice sync

Maintenance crews

In-house teams and contract crews across many sites, one schedule.

  • Rotations, open-job board, callout coverage, OT call lists
  • Geofence-verified clock-in at every site
  • Job reports and daily activity reports from the field

Property inspectors

Your deliverable is the report — make it the best-looking one they get.

  • InspeQtion standalone — no need for the full suite
  • Reusable checklists: property walks, turnovers, roofs, HVAC PM
  • Your logo and colors on every cover — InspeQtion is just the credit line

Landscaping & grounds

Route recurring visits and prove the work happened.

  • Recurring schedules that fill themselves eight weeks out
  • Photo reports per visit, sent as polished PDFs
  • Special one-off jobs billed with their own rates

Restoration & roofing

Document the damage, win the approval, do the work.

  • Annotated photo evidence — arrows and circles right on the image
  • Finding → estimate → job in three taps
  • Urgent-priority dispatch when the storm hits
Simple packaging

A strong core. Add modules when you need them.

Scheduling, time & attendance, team management, job reports, payroll computation, and the client portal are part of the core subscription. Add-on modules switch on per company — there's no charge until one is enabled.

Jobs & Dispatch

The heart of the field-service edition — dispatch, track, complete, invoice.

Estimates & Quotes

Pricebook quotes with online client approval.

InspeQtion

Inspection reports with photos, grades, and AI drafting. Also sold standalone.

GPS Operations

Location history and live tracking. Geofenced clock-in stays free.

Job Photos

Photo evidence storage, priced by storage — never per file.

AI Assistant

Ask questions, get setup help, draft findings. Always advisory — humans confirm.

Customer Invoicing

Branded invoices with QuickBooks Online & Square sync.

Payroll Integrations

Push computed hours to your payroll provider; staff see stubs in-app.

Fleet Management

Trucks, vans, and mileage logs with odometer photos.

ReliScore

A composite reliability score per tech — tunable to what you value.

Enterprise

SSO, audit logs, retention controls, and multi-unit administration.

And more in core

Time off, team chat, announcements, training, forms, daily reports, analytics…

Talk to us about pricing

Questions

Frequently asked

Do my clients need to download anything or create an account?

No. Job tracking and quote approval work through secure links — a client opens the link, sees your branding, watches the job move from Scheduled to In progress to Completed, and can approve a quote by typing their name. Invited clients can also get a full portal login with invoices, reports, service requests, and messaging.

Does it work on my techs' phones?

Yes. CraftBrief is built mobile-first and installs to the home screen on iPhone and Android like a native app. Techs clock in with location verification, run their jobs, capture photos, file reports with voice dictation, and get push alerts when a job needs coverage.

Does it integrate with QuickBooks?

Yes — invoices push to QuickBooks Online with one click, including itemized lines mapped to your QBO items, and payment status syncs back. Square is supported too. Payments always flow through your own merchant account, never through us.

Can I buy InspeQtion by itself?

Yes. InspeQtion is sold standalone for inspection-focused businesses, and as a module inside CraftBrief. Start with reports alone; if you later want findings to become estimates, dispatched jobs, and invoices, the full pipeline is one upgrade away — no data migration, it's the same platform.

What does the AI actually do?

It drafts, you decide. The AI can write up an inspection finding from a photo, answer questions about your own schedule and policies, and help configure the system — but every suggestion lands in a form a human reviews and confirms. Pay, overtime, and scheduling math are computed by deterministic rules, never by AI.

How is my data protected?

Every company's data is isolated with database-level row security — enforced by the database itself, not just the app. Photos and documents live in private storage and are only ever served through short-lived signed links. Client-facing pages are sanitized server-side: no pricing, internal notes, or personal details ever reach a tracking link.

How does pricing work?

A core subscription covers scheduling, time & attendance, team management, reports, and payroll computation. Add-on modules — Jobs & Dispatch, Estimates, InspeQtion, Invoicing, and the rest — switch on per company, and nothing is charged until a module is enabled. New companies start on a free trial. Email us for a quote sized to your team.

See your operation in CraftBrief

Tell us what you do and how big your crew is — we'll set up a walkthrough with your kind of work in it, and get your trial started.