How it works

How CrewBuddy works

You text CrewBuddy the way you would text someone in the office. It writes the replies, keeps the lists and does the upkeep, and we set it up and help as you go.

A 15-minute call first

Bring one real thing from your week: a lead you did not get back to, an estimate that went quiet or a Google Ads bill you are not sure about. We show you what CrewBuddy would do with it, and you decide if it is worth it.

Set up on your phone

We set CrewBuddy up with your services, prices, service area and hours, plus a few messages you have written yourself so the drafts sound like you. You text it on iMessage, WhatsApp, Telegram, Slack or Signal, depending on what you use. We confirm the messaging app with you during setup.

You can also give it a name of your own, so it feels like part of the crew.

Text it like you would text the office

Send a voice note, type a few words or send a photo: a screenshot of a new lead, your notes from an estimate visit, a photo of a handwritten price list or a finished job. CrewBuddy writes the reply, the estimate, the job summary or the review request, and you send it from your own phone.

It does not answer your phone, and it does not text your customers from your number. It texts you, and you pass things on.

Connect what helps

Google Ads, WordPress, SuiteDash, GoHighLevel, TickTick and a read-only calendar link from Google, Apple or Outlook connect directly. Instantly connects too if you add the cold email module, an add-on. You enter keys and links on your private setup page, never in a text. See integrations for what each one can and cannot do.

With Logins on, CrewBuddy can work inside Jobber, Housecall Pro, Thumbtack and Angi after we check your account during setup. For ServiceTitan, QuickBooks, Square, Stripe, Yelp, Nextdoor and Google Business Profile, CrewBuddy works from screenshots and exports. Show the column headings, the dates and the totals, and cover anything private. If a photo is cut off, it asks for the missing part instead of guessing a number. Keep using the tools you already pay for.

Help from real people

We set it up, check it and help when something is not working. Every plan includes support: help when something is not working, answers to your questions, and fixes at no charge for anything we set up that breaks. Managed adds 1 hour of human support a month, as four 15-minute credits, and Full Service adds 2 hours, as eight credits. Each credit covers one 15-minute fix, change or question handled by a person. Support is open every day, 9 AM to 9 PM Eastern, and we reply within two support hours. On Care, individual hours are $175 an hour, billed in 15-minute increments ($43.75). Extra time beyond the included hours on Managed or Full Service is $125 an hour ($31.25 per 15 minutes). Plans are month to month with no contract.

Your domain, website and Google Ads account, and Instantly if you add the cold email module, stay in your name. If you leave, you take them with you.

Talk to us about CrewBuddy