The CRM Behind the AI
Some roofers want to see the software before they trust the AI. Fair enough. Here's every screen, every feature, every capability — no fluff.
Pipeline Management
Drag-and-drop kanban with per-column financial totals. Multiple pipelines — Retail, Insurance, or custom. Board view and list view toggle. Pipeline selector dropdown switches between them. Chief moves jobs automatically as work progresses.
Job Management
Tabbed job detail: Overview (contacts, stage, amount, type), Activity/Notes (timestamped log), Tasks (linked to-dos with due dates), Photos (field capture with offline queue and markup editor), Documents (proposals, invoices, POs). Stage transition buttons. Everything about every job in one place.
Contact Management
Full contacts list with search, sort, and filter. Contact detail shows address, phone, email, linked jobs, notes, and communication history. Create and edit contacts inline. Trade contacts list for subcontractors with specialty, rates, and contact info.
Estimates & Product Library
Section-based estimate builder with line items from your product library. Three pricing profiles: Retail, Insurance, Custom. "From Package" button auto-populates from a BOM. Product library with formula fields that auto-calculate quantities from measurements. Section totals and grand total update in real time.
Proposals & E-Signature
Generate branded proposals from any estimate. Public URL for homeowner access — no login required. Touch or mouse e-signature. Once signed, your team can generate the deposit invoice, material PO, and labor order from the signed scope — the handoff without the rebuild.
Invoicing & Payments
Generate deposit invoices from signed proposals. Balance invoices from estimates. For grant-funded jobs, Crewzee separates the homeowner portion from the agency reimbursement — generating customer and grant invoices with the accounting split already clean. Public invoice viewer with print/PDF toolbar. Payment recording on each invoice. Financial summary across your whole business.
Calendar & Scheduling
Month, week, and day views. Create tasks and appointments linked to jobs and contacts. Google Calendar syncs two-way in real time. Microsoft Outlook events also appear on your schedule. Mark tasks complete inline.
Dashboard & Reports
KPI cards: open jobs, pipeline value, proposals sent, estimated revenue, collected this month. Overdue invoice alert banner. Recent jobs with one-click access. Today's tasks with inline checkboxes. Reports: pipeline funnel, revenue trend, close rate.
Email & SMS
Crewzee emails your customers, vendors, or subs directly from the app — and it copies your rep so everyone is in sync and the full email record is stored inside Crewzee. SMS through Twilio or Telnyx with multi-number support.
Settings & Integrations
Company info, pipeline stage editor (add/rename/reorder/delete), pricing defaults (markup, deposit %, tax, minimums), team management with invites, integrations tab for email OAuth, SMTP config, and SMS number management.
Photos & Field Capture
Capture job photos from the field. Uploads compress automatically on mobile and queue offline if you lose signal — they sync when you reconnect. Mark up photos with arrows, shapes, and text while preserving the original. Every annotated copy is stored on the job with the original intact.
Multi-Branch Management
Run multiple branches under one account. Each branch has its own tax settings, invoice numbering, grant program defaults, and QuickBooks account mappings. Reporting rolls up to the org level so you see the whole picture — or drill down to a single branch.
Global Search
Debounced search across jobs and contacts. Grouped dropdown results. Ctrl+K / Cmd+K keyboard shortcut. Click to navigate directly to any job or contact.
Customer Portal
Your customers get a branded portal accessible via magic link — no login required. Contracts, invoices, and project documents appear automatically. Every document you send shows up on their portal. They stop calling your office for copies of things you already sent.
Crew Portal
Your subs get their own login with assigned jobs, work orders, scope details, labor rates, and access notes — in their language. They see what they need to do the job. No access to your material costs, customer contracts, or margins.
And Then There's Chief
Chief has 14 active tools wired directly into the CRM — and the list grows with every release. Here's what it can do today.
These are the tools wired today. The list grows with every release. Just talk — Chief handles the rest.