Every capability, and exactly how far it goes.

Customers, properties and equipment

The records service work is written against.

• Customers and contacts

  Staging verified

  Shared with Crescove CRM. Several contacts per customer, each with their own role and details.

• Properties

  Staging verified

  The addresses you serve, with their own contacts, service zone, and timezone.

• Access details

  Available in staging

  Gate codes, lockbox and alarm information held separately and gated by capability, so they are not visible to everyone who can see the job.

• Equipment

  Available in staging

  Units you install and maintain, with a dated event history per unit.

• Service zones

  Available in staging

  Named areas used when deciding who can take work where.

• Tags, notes and custom fields

  Available in staging

  Brand-defined segmentation and typed fields across records.

Sell the work

• Leads

  Staging verified

  Enquiries with source, activity, qualification, and a defined outcome.

• Public quote requests

  Staging verified

  A public form on the Brand's own host that becomes a lead with the property and the work requested.

• Hierarchical price book

  Available in staging

  Categories, services, and bundles with your own pricing — so estimates are priced from a catalogue, not from memory.

• Versioned estimates

  Staging verified

  An estimate is versioned rather than edited in place, so what the customer saw is still recoverable.

• Good / better / best options

  Staging verified

  Several priced options on one estimate, with the customer choosing one.

• Approval and signature

  Staging verified

  Recorded approval of a specific option, with a signature, and the approved amounts carried into the job.

• Change orders

  Available in staging

  Additional work priced and approved after the job started, kept distinct from the original estimate.

• Deposits

  Available in staging

  A deposit requested against approved work and tracked against the invoice.

Deliver the work

• Jobs

  Staging verified

  Approved work as a job with lines, status transitions, and history.

• Visits and arrival windows

  Staging verified

  Appointments with a start and end held in the property's timezone, so a promised window does not move when a device does.

• Assignments

  Staging verified

  Technicians assigned to visits, with the assignment visible to the technician's own app.

• Dispatch board

  Available in staging

  The day's visits, who is on them, and what is unassigned, with availability and skills alongside.

• Skills and certifications

  Available in staging

  What a technician is qualified for, and what a job requires, as data rather than as tribal knowledge.

• Availability and time off

  Available in staging

  Working hours and time off per technician, consulted when scheduling.

• Required checklists

  Staging verified

  Checklists a visit cannot be completed without, with responses recorded immutably.

• Time entries

  Staging verified

  Clock in and out against a visit, including from the field application.

• Photos and documents

  Available in staging

  Attachments on jobs, properties, and equipment in private storage with signed retrieval, classified internal or customer-visible.

• Callbacks

  Available in staging

  A return visit recorded as a callback against the original job rather than as unrelated work.

Get paid

• Invoices

  Staging verified

  Invoiced from the work performed, including change orders and materials used.

• Payments and allocation

  Staging verified

  Money recorded and applied to invoices, with allocation expressible separately for deposits and one payment across several invoices.

• Refunds and credit memos

  Available in staging

  Money returned, and credit issued, as their own records.

• Card payments for service invoices

  Provider integration required

  The payment model is built. Taking a card in the field requires a provider connection that the operator has not approved.

• Consumer financing

  Planned

  Not built and not connected. Any site claiming otherwise for Crescove would be wrong.

• Service agreements

  Available in staging

  Recurring maintenance plans with benefits, covered equipment, and the visits they owe.

Run the business

• Job costing

  Available in staging

  Labour, materials, and expenses against a job so margin is visible per job.

• Inventory

  Foundation only

  Items, locations, levels, and transactions exist; a full warehouse workflow does not.

• Purchasing

  Foundation only

  Vendors and purchase orders exist behind the API; the office screens are still being built.

• Reporting metrics

  Available in staging

  Computed snapshots over field-service data, recomputable on demand.

• Exports and imports

  Available in staging

  Brand-scoped dataset exports, and batch imports with per-row results.

• Communications

  Available in staging

  Customer email with templates and threads. SMS and voice are provider-dependent.

• Automations

  Available in staging

  Typed triggers and actions with a recorded run per execution.

• Customer portal

  Available in staging

  Customers see their own estimates, jobs, invoices, and agreements on the Brand's host.

• Audit trail

  Staging verified

  Privileged actions written through one audit path.

• GPS and location tracking

  Planned

  Crescove does not track employee location. This is not a gap we are rushing to close.