AtlasCrew for field service
Field Service Scheduling, Customer History & Job Management
Move from a customer call to a planned visit, a clear scope and a useful service record—without scattering the details across a calendar, messages and paperwork.
Keep the service history when the next call comes in.
Start with the customer and service location, then attach each new request to the right place. Office staff and assigned field teams can work from the same Job context while their permissions control which records and actions they can access.
- The customer's description and preferred visit timing
- The service address and arrival instructions
- Inspection findings and the approved repair or installation scope
- Assigned team, equipment and visit dates
- Field notes, selected photos and follow-up requirements
- The related Invoice, recorded payments and remaining balance
A connected workflow
From the first call to the next visit.
Step 1
Find the right customer and service location
Look up existing customers and properties before creating a Service Request. Keep a new repair request separate from earlier work, even when it is at the same address.
Step 2
Schedule the visit and clarify the work
Use the Calendar for inspection or estimate appointments. Build a Quote when the price and scope are ready, using reusable content with changes specific to this customer's work.
Step 3
Keep the office and field on the same record
Assign the Job and its visits, open directions, and add field notes and photos from a phone or tablet. Record findings where the next person can see them instead of relying on a separate message thread.
Step 4
Close the visit with a useful history
Record the result and any follow-up, then carry the work into an Invoice. Payments received by cash, check or another system can be recorded without using AtlasCrew as a card processor.
Before you get started.
Do I need to use every module on the first day?
No. Start with customer and property records, Service Requests and Calendar visits. Add Quotes, Jobs, photos and Invoices as they fit your existing workflow.
Can office staff and field workers have different access?
Yes. Workspace permission profiles and Job assignments determine what a person can view and change. A display preference or industry choice never grants additional access.
Can I bring an existing calendar or customer list?
The Import Center stages supported exported files for mapping and review before records are created. It is a one-time file import; unusual exports may need assisted review.
Offline field support is in early access. Online card collection, live calendar synchronization and automatic route optimization are not available. Review current product coverage.
Try it with the way your team works.
Explore the product and plan details, or ask about bringing your existing records. No credit card is required to start a trial.