Features / Client Management

Every client, every job, one directory

Know who the job is for before you pull up to it. CrewBox keeps your clients, their contacts, notes and every project you have done for them in one place.

Client directory in the CrewBox web console

A directory that stays tidy

Search clients, filter by category, switch between grid and list, and archive the ones you are done with — restore them any time.

One click to reach them

Call, email or open the client's address in Google Maps straight from their record.

Notes and projects together

Each client has a notes tab and a projects tab, so the history of every job you've done for them is one click away.

Linked to the work

Link a client to a project from the project header, and their name flows into your reports.

Everything included

Company, contacts, website and address
Address autocomplete
Client categories
Search, grid and list views
Archive and restore clients
Client notes
Assign projects to a client
Create a project from a client

Client management lives in the CrewBox web console.