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AtlasCrew product

Contractor software that follows the work from request to finished Job.

Schedule service work, manage customers and properties, assign crews, build Quotes, document the field, collect signatures, and keep the history together.

AAtlasCrewSearch customers, Jobs, properties… SyncedRC
DISPATCH CALENDARAug 24–28
TodayWeekAll crewsShare
Crew 1 Crew 2 Crew 3No crew conflicts
MON 24
MorganOak removal
TUE 25
DavisCrown reduction
WED 26
CarterStorm cleanup
LeeEstimate visit
THU 27
MorganOak removal · Day 2
FRI 28
BrownStump work
MAP FOLLOWS THIS WEEK6 scheduled stopsJobs and estimate visits stay in calendar context.
Unscheduled Jobs 4New Requests 3Follow-ups 2Drag accepted work into Calendar
Current AtlasCrew scheduling workspace using safe demonstration data.

Scheduling & Calendar

Plan Jobs, visits, and crews without losing the customer context.

Use Day, Workweek, Week, or Month views, drag scheduled work, resize duration, assign crews, and reopen the customer or Job without rebuilding your place in the Calendar.

Live

Multi-day and multiple-visit Jobs

Keep consecutive days connected, or add a return visit next week without creating another Job.

Live

Crew scheduling and conflict visibility

Assign color-coded crews and see overlapping active work for the same crew before dispatch.

Live

Secure shared schedules

Share a privacy-scoped Day, Week, or Month agenda without exposing pricing, internal notes, invoices, or unrelated crews.

Live

Job and estimate map

See scheduled Jobs, estimate stops, and service properties by location so you can group nearby work and plan a better day.

Map-to-record context

Tap a Job pin to open quick details, directions, and the connected customer, property, or Job workspace.

Honest route planning

AtlasCrew helps a dispatcher see location context. Automatic route optimization and live employee tracking are not currently advertised as available.

Customers, Properties, Requests & Jobs

Open one record and understand who, where, what, and what happens next.

A customer can have multiple service properties. New Service Requests create separate work records, while Quotes, Jobs, photos, notes, documents, and visits remain tied to the correct property.

AAtlasCrewSearch customers, Jobs, properties… SyncedRC
JOB WORKSPACE

Morgan Residence · Oak removal

Alex Morgan · 123 Demo Street, Riverton

CallDirectionsMove / Reschedule
STATUSScheduledCREWCrew 1VISITS2QUOTEAccepted
SCOPE OF WORK

Remove two oak trees in the rear yard.

  • Leave usable wood on site.
  • Chip and haul brush.
  • Stump grinding is not included.
SCHEDULE
Primary visitMon, Aug 24 · 8:00 AM–3:30 PM
Return visitThu, Aug 27 · 8:30 AM–11:30 AM
AtlasCrew presentation using safe demonstration data.
Live

Contractor customer management

Keep names, phone numbers, email, contact preferences, properties, and useful customer history together.

Live

Property-centered service history

Keep access details, past work, hazards, photos, notes, Requests, Quotes, Jobs, and related documents with the durable service location.

Live

Safe Service Request intake

Find likely past customers and properties while entering a request, then deliberately attach the new work without overwriting earlier records.

Quotes & Estimates

Build the proposal the customer should actually see.

Create a professional branded Quote with line items, quantities, prices, discounts, fees, taxes, deposits, customer notes, Terms, expiration, and selected project photos.

AAtlas Tree & Field
QUOTE #1042Valid through Sep 12
PREPARED FOR

Alex Morgan

123 Demo Street · Riverton, OH

WorkQtyAmount
Oak tree removalRemove two trees; chip and haul brush.2$4,800
Site protectionDriveway and lawn protection.1$350
Subtotal$5,150Deposit$1,545Total$5,150
Project photosOnly selected customer-visible photos are included.
CUSTOMER SIGNATUREReady for secure signingReview & Sign
BuildSendReviewSignStore
AtlasCrew presentation using safe demonstration data.
Live

Reusable Quote templates

Control company branding, block order, table columns, Terms, photo layout, and signature presentation without giving users unrestricted HTML or CSS.

Reorder-safe financial calculations

Add, edit, reorder, or remove line items while subtotal, discounts, fees, tax, deposit, total, amount paid, and balance remain tied to the actual numbers.

Terms and reusable clauses

Use company defaults, save common clauses, clean up existing Terms, and make deliberate Quote-specific changes without changing historical signed documents.

Documents & Digital Signatures

Send it, sign it, and keep the final record where it belongs.

Customers can review and sign a secure Quote remotely, or sign the same proposal in person on a phone or tablet. The finalized signed PDF stays connected to the Customer, Property, Quote, and Job.

Live

Remote customer signing

Send a secure customer link with tenant-specific branding and Reply-To, then track sent and delivered status separately.

Live

In-person and two-party signing

Collect a typed or drawn customer signature and an authenticated company representative signature when required.

Live

Immutable signed evidence

Preserve the accepted Quote version, selected photos, Terms, signatures, signed PDF, hash evidence, and audit history.

Photos & Field Notes

Document the work without exposing the whole Job file.

Take photos from a phone, caption and categorize them, keep them internal by default, and intentionally choose which photos appear in a Quote or secure customer gallery.

  • Customer, Property, Request, Quote, and Job relationships
  • Before, During, and After categories
  • Selected customer-visible Quote photos
  • Secure standalone photo sharing
RUSHED SCOPE

2 maple front dead top chip brush gate 8ft dog in yard

ORGANIZED FOR REVIEW

Scope: Two maple trees in the front yard; one has a dead top. Chip the brush. Gate width is 8 ft. Dog is in the yard.

Local writing assistance previews Clean Up, Polish, Make Concise, and Organize results and checks protected facts before Apply. It never sends a message automatically.

Mobile / Field Use

Give the crew the useful Job record, not the whole office.

Phone and tablet layouts prioritize today's Jobs, customer and property context, directions, scope, visits, photos, notes, documents, and field actions.

  • Open today's assigned work
  • Get directions and call the customer
  • Capture photos and field notes
  • Review the approved scope
  • Collect a customer signature

Early Access Selected local-first and queued field paths exist; complete offline coverage and final real-device QA remain in progress.

9:41AtlasCrew
FRIDAY · AUG 28

Today's Jobs

4 Jobs · Crew 1

Morgan ResidenceOak removal · 123 Demo Street
Brown ResidenceStump work · 18 River Road
TodayMapSearchMore
9:41Job
112 min away
OAK REMOVAL

Morgan Residence

123 Demo Street

DirectionsCallPhoto
SCOPE

Remove two oak trees in the rear yard. Leave usable wood on site.

FIELD TOOLS
Add noteTake photoClean UpDocuments
AtlasCrew presentation using safe demonstration data.

Import & Migration

Move supported business information without importing blind.

AtlasCrew uses exported files rather than pretending every product has a live connection. Data is staged, mapped, previewed, checked, and confirmed before working records are created.

1 · CHOOSE A SOURCE

Bring existing work

CSV customer exportICS calendar exportField-service exportFile staged — nothing written
2 · PREVIEW & MAP

Review every match

Cust NameCustomer nameHigh
Service AddrProperty addressHigh
Old StatusNot mappedReview
3 · APPLY SAFELY

Know what will change

Ready
238
Possible duplicates
7
Needs correction
3
Restore point ready

Import history and Undo remain available.

AtlasCrew presentation using safe demonstration data.

Compatible starting points

  • Jobber exports
  • Housecall Pro exports
  • Google Calendar and Outlook ICS exports
  • CSV and native XLSX workbooks

Supported migration content

  • Customer names and contact details
  • Service properties and addresses
  • Upcoming appointments and Jobs
  • Basic Job descriptions and customer notes
  • Calendar events with their source retained for review
  • Supported relationships without silently overwriting existing records

AtlasCrew imports supported export files; it does not claim a live or two-way connection to another provider. Unusual conversions can use free assisted migration. Payment card, bank, password, and private authentication data are never imported.

Accurate product claims

What AtlasCrew is not claiming yet.

The product story should be useful without pretending every roadmap item is finished.

Live

Invoices and balances

AtlasCrew includes atomic invoice numbers, editable drafts, protected issued PDFs, secure customer links, email delivery, PO/reference lookup, and manual payment balances. Online payment collection, refunds, and provider reconciliation remain future work.

Coming Soon

Contracts and Change Orders

The document architecture is ready to extend, but full Contract and Change Order workflows are not advertised as complete.

Coming Soon

Live calendar sync and route optimization

ICS file import is not live Google or Outlook sync, and mapped stops are not automatic route optimization.

Early Access Founder Offer

See how AtlasCrew fits the way your company works.

Start with a no-credit-card trial and free standard data migration.