Crulex / Features
Features

Every module, one connected system

From the first call to the final payment, every part of Crulex shares the same customer, job and schedule, so nothing is typed twice.

Leads & estimates

Win the work without the paperwork

Track every lead from first contact, then send professional estimates customers can approve and sign online.

  • Lead sources, assignment and follow-up tasks
  • Line-item estimates with labor, materials, discounts and tax
  • Good / better / best options
  • E-signature and deposit request on approval
  • Convert an approved estimate to a job in one click
PipelineDemo data
New lead · EV charger installLead
Estimate E-1042 · Kitchen circuitsSent
Estimate E-1039 · Panel upgrade 200AApproved
Deposit requested on approvalScheduled
Option B · RecommendedSigned
Customer approved and signed online · deposit requested
Scheduling & dispatch

See the whole day on one board

A dispatch board with every tech in their own row. Drag to assign, reschedule or add a second tech.

  • Day, week and month views
  • Color-coded job statuses
  • Multi-tech, multi-day and recurring jobs
  • Employee availability
  • Technician notifications
Today · 4 techniciansDrag to reschedule
Tech A · Service callCompleted
Tech B · Shop subpanelIn progress
Tech C · GFCI replacementsEn route
Unassigned · Smoke detectorsTo dispatch
Field app

Built for the truck, the attic and the crawlspace

Techs get just what they need on site, and it keeps working when the signal doesn't.

  • My Jobs Today with tap to call, text and directions
  • Clock in / out and timesheets
  • Notes, before/after photos, checklists, materials used
  • Customer signature on site
  • Offline mode that syncs when signal returns
  • Pricing hidden from techs by default
My jobs todayOffline · 3 to sync
1:00 – 3:30 PM · Panel upgradeScheduled
CallTextDirections
Invoices & payments

Turn finished jobs into paid invoices

Invoices are built from the job record, so there's nothing to re-enter. Customers pay online or in the field.

  • Invoice from completed job
  • Card and ACH payments
  • Card on file for repeat customers
  • Deposits, partial payments and balances
  • Outstanding and past-due tracking
Invoice INV-0000 (demo)Needs payment
Built from completed jobLine items carried over
Pay by card or ACHOnline link
Card on fileFor repeat customers
Payment receivedPaid
Invoice closes automatically
Customers & portal

Every customer, location and job in one record

A full history for every customer and property, plus a branded portal where customers can approve, pay and request service.

  • Multiple contacts and service locations
  • Notes, tags and custom fields
  • Documents and photo uploads
  • Customer portal with your logo and colors
Customer · Sample Residence (Demo)3 locations
Contacts2 people
Job historyEstimates, jobs, invoices
Documents & photosPermits, before/after
Customer portal linkApprove, pay, request
Automations & reports

Let the follow-ups happen on their own

Turn on the reminders you want and see how the business is doing at a glance.

  • Appointment and "on my way" texts
  • Estimate and invoice follow-ups
  • Pipeline, open invoices and payments reports
  • Roles and permissions
AutomationsOn / off per company
Appointment reminder · day beforeOn
"On my way" text from field appOn
Estimate follow-up after 3 daysOn
Invoice reminder when past dueOff

See Crulex with your own jobs.

Book a walkthrough and we'll set it up around how your shop works.