Things to text CrewBuddy this week

Each recipe is one text you can send. CrewBuddy writes the draft, the list or the plan, and you take it from there.

New leads

First reply to a new lead video

First reply to a new lead

Forward a new inquiry and get a short reply with two questions and a next step, in English or Spanish.

Reply to a missed call video

Reply to a missed call

Forward the missed call and what the voicemail said, and get a personal text back with a callback time.

Reply to a Thumbtack, Angi, Yelp or Nextdoor lead video

Reply to a Thumbtack, Angi, Yelp or Nextdoor lead

Send a screenshot of a lead-site request or neighborhood post and get a reply to paste into that site.

Estimates and jobs

Quote from your site visit notes video

Quote from your site visit notes

Turn notes or a voice-to-text ramble from the estimate visit into a clear quote with your prices.

Estimate follow-up schedule video

Estimate follow-up schedule

Keep a list of open estimates and get a check-in draft on day 2, day 7 and day 14.

Change order in writing video

Change order in writing

When a customer asks for extra work mid-job, get a short written change order with your price before you start it.

Explain what your price covers video

Explain what your price covers

When a customer says your price is high, get a calm reply that lists what the job includes and asks what matters most.

Job summary from notes and photos video

Job summary from notes and photos

Send the day’s notes and photos and get a customer summary plus a private job record.

Tomorrow check each evening video

Tomorrow check each evening

Text “tomorrow?” in the evening and CrewBuddy reads tomorrow’s jobs from your calendar and points out what is missing before the crew heads out.

Job photos to a materials list and estimate draft video

Job photos to a materials list and estimate draft

Send walkthrough photos and your measurements, and get a materials list with quantities and an estimate draft priced from your own rates.

Bid documents to a scope summary video

Bid documents to a scope summary

Add a general contractor’s bid invite and spec PDFs and get your trade’s scope, the due date, insurance and license asks, and questions to send back.

Reviews and repeat work

Review request after the job video

Review request after the job

Tell CrewBuddy a job is done and get a short, honest review request with your Google review link.

Reply to a good review video

Reply to a good review

Send a screenshot of a new review and get a short, specific thank-you to post on your Business Profile.

Reply to a bad review video

Reply to a bad review

Get a calm, short reply to a negative review that acknowledges the problem and offers an offline next step.

Seasonal check-in texts video

Seasonal check-in texts

Turn last year’s job list into a reminder plan and personal check-in texts for seasonal work.

Ads in the slow season

Weekly Google Ads check video

Weekly Google Ads check

Ask what your Google Ads spent last week and what came in, and get the answer in plain numbers.

Junk search cleanup video

Junk search cleanup

Find the searches that cost money and were never jobs, then add them as negative keywords.

Slow-season campaign draft video

Slow-season campaign draft

Describe the service, the towns and the daily budget, and get a paused Google Search campaign draft in your account.

Pause ads when you are booked up video

Pause ads when you are booked up

Text CrewBuddy to pause a campaign, ad group, ad or keyword when the schedule is full.

Schedule and crew

Rain delay texts video

Rain delay texts

Tell CrewBuddy which day the weather moves. It reads that day from your calendar and drafts a short text for each outside job, with the new times you can offer.

Running late text video

Running late text

A job ran long. Tell CrewBuddy who is next and about how late you are, and get a short, honest note with a new arrival time.

Crew plan for tomorrow video

Crew plan for tomorrow

Ask for tomorrow’s crew plan and get one short message per crew, with start times, addresses and what to bring, ready to forward.

Supply run list video

Supply run list

Get one shopping list for the next few days of jobs, grouped by store, from your job notes and estimates.

Monday weather lookahead for outdoor jobs video

Monday weather lookahead for outdoor jobs

Every Monday morning CrewBuddy checks the week’s forecast for the towns on your outdoor job list and texts you which days look risky.

Job scope for the crew, in Spanish video

Job scope for the crew, in Spanish

Turn the customer’s quote into a crew sheet in Spanish with an English copy: tasks by room, materials, colors and what not to touch.

Punch list page the crew can check off video

Punch list page the crew can check off

A phone page for one job’s punch list that the crew checks off as they go, and CrewBuddy tells you what is left when you ask.

Cold email module (add-on)

Property manager email sequence video

Property manager email sequence

Get a short, honest three-step cold email sequence for property managers, built as an inactive draft in Instantly.

Weekly cold email results video

Weekly cold email results

Ask how cold email went this week and get sends, replies, bounces and inbox health in plain words.

Cold email to office managers (module) video

Cold email to office managers (module)

Part of the cold email module: a short, honest email sequence to office and property managers for commercial cleaning, built as an inactive draft in your Instantly account.

Back office

Payment reminder video

Payment reminder

Get a friendly or firmer payment reminder from the invoice details you share, and keep a simple list of what is overdue.

Open quotes from a Jobber export video

Open quotes from a Jobber export

Send an export or screenshot of your open quotes from Jobber or Housecall Pro and get a follow-up list sorted by what is due.

Google Business Profile post video

Google Business Profile post

Get a short Business Profile post and a photo idea from a recent job or a seasonal service, ready for you to post.

Receipt photos to job costs video

Receipt photos to job costs

Send receipt photos as you buy and CrewBuddy keeps a spreadsheet of materials costs by job, ready for your bookkeeper.

License and insurance expiration watch video

License and insurance expiration watch

Send your license card, insurance certificates and your subs’ certificates, and CrewBuddy keeps one list of expiration dates and reminds you ahead of each.

Job site research

Does this job need a permit? video

Does this job need a permit?

Name the city and the job, and CrewBuddy looks up the local permit rules, fees and how to apply, with links to the city’s own pages.

Supplier price check for a materials list video

Supplier price check for a materials list

Send a materials list and CrewBuddy looks up current posted prices at the stores you name, with links, so you can price the job or pick a store.

Manufacturer install instructions lookup video

Manufacturer install instructions lookup

Give CrewBuddy the brand and model and it finds the installation manual and pulls out clearances, venting, electrical and warranty requirements.

Show your work

Before-and-after video from job photos video

Before-and-after video from job photos

Add before and after photos to your files and get a short captioned video for your website, Google profile or social posts.

A simple website for your business video

A simple website for your business

CrewBuddy builds a small site with your services, towns, license number and a quote request button, checks it on a phone, and puts it online when you send the code.

Between jobs

Check an unanswered estimate video

Check an unanswered estimate

Separate quiet estimates from accepted jobs before writing another follow-up.

Explain two estimate options video

Explain two estimate options

Show what changes between two choices without inventing a discount.

Record a change with job photos video

Record a change with job photos

Turn a site photo and your notes into a clear change record for review.

Check a paint supply list video

Check a paint supply list

Use measurements and the product label to make a supply list with the unknowns called out.

Check tile boxes before ordering video

Check tile boxes before ordering

Compare the measured area, box coverage and your chosen waste allowance.

Restock a cleaning crew from its notes video

Restock a cleaning crew from its notes

Separate what is running low from what belongs on the next supply run.

Check a landscaper’s visit order video

Check a landscaper’s visit order

Build a proposed visit order around real arrival windows and crew limits.

Draft an HVAC filter check-in video

Draft an HVAC filter check-in

Write a maintenance check-in using the equipment notes and dates you provide.

Collect details for a plumbing callback video

Collect details for a plumbing callback

Capture the reported problem and the original job without promising warranty coverage.

Prepare a roofer’s photo handoff video

Prepare a roofer’s photo handoff

Sort ground-level job photos and observations for the person making the repair decision.

Check unpaid invoices once a week video

Check unpaid invoices once a week

Make a short payment follow-up list from a fresh invoice report.

Check a Square deposit before booking video

Check a Square deposit before booking

Compare the customer’s message with the invoice record before promising a start.

Make a before-and-after photo album video

Make a before-and-after photo album

Pair job photos and write captions without changing what the pictures show.

Check your Google review link video

Check your Google review link

Make sure the review request points to your own business before using it.

Ask for an honest review in Spanish video

Ask for an honest review in Spanish

Write a natural Spanish request using the customer’s preferred form of address.

Track subcontractor W-9 collection video

Track subcontractor W-9 collection

Track requested and received forms without putting tax numbers in a crew chat.

Prepare Austin remodel permit questions video

Prepare Austin remodel permit questions

Use City of Austin pages to prepare questions for the permit office about one specific job.

Check a slow-season offer before advertising video

Check a slow-season offer before advertising

Compare your real crew capacity and service limits with the words in an ad draft.

Send one clear crew schedule change video

Send one clear crew schedule change

Show the old time, new time and who still needs to confirm.

Prepare a job closeout pack video

Prepare a job closeout pack

Collect the finished scope, photos, care notes and open items in one handoff draft.

Guides

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