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How it works

Every conversation finds its job. When Crewloop is sure, it files the conversation on the job. When it isn't, it asks one person, with one click.

Call · Mike and Dana Price, client

Dana Price 0:12
Can the crew start drying at 1418 Oak St tomorrow?
Mike 0:28
Yes, we'll be there at eight.

Signals found

  • phone number
  • address
  • job number
  • names
96% sure

1418 Oak StWater loss

Summit Restoration

Your copy, yours to keep

  • Mike
  • Ana
  • Jess
  • Tom

Needs a home · Which job?

  • 1418 Oak St · Water loss
  • Another job

Each person tests each line

First, connect your company's storage and your AI. Then each person connects the recorders they use and makes one test on each line. A filled blue dot means the test landed.

Storage
Google Drive, OneDrive or SharePoint
AI
Claude, ChatGPT, Copilot or Gemini, on plans that allow connected apps

Setup · Summit Restoration

Each person's lines during setup
CallsSite visitsMeetingsEmail
Mikeworkingworkingworkingworking
Anano lineworkingworkingworking
Jessworkingworkingwaiting for its testworking
Tomnot joined yetnot joined yetnot joined yetnot joined yet
  • Working: its test landed
  • Waiting for its test
  • Not joined yet
  • No line of this kind

Four doors for everything else

Some recorders have no connection of their own. Anything they can save or send comes in through one of four doors, and is matched like a call.

  • An email addressYour company’s own Crewloop address. Forward a thread, or have a recorder send its files there.
  • A folderOne folder in your Drive or OneDrive. A recorder that saves files there is picked up as it saves.
  • An upload linkA link anyone on the crew can open on a phone and drop a recording into.
  • The share sheetShare a recording to Crewloop from the phone app that holds it, the way you’d send a photo.

One record per conversation

A call, a site visit, a meeting or an email thread becomes one record: who was on it, when, which line it came in on, and the words your recorder wrote down. Crewloop keeps no audio.

Sensitive details are removed before anything is saved.

Site visit · Ana · 1418 Oak St

When
Line
Ana's pocket recorder, by the email door
People
Ana, the homeowner
Consent
Asked on arrival, recorded with a yes
Words
Ana The subfloor under the sink still reads wet, so the base cabinets stay open tonight.Homeowner That's fine. Will someone call me tomorrow?

Written where the work lives

Once a conversation has its job, Crewloop writes a note into that job's folder in your own Google Drive or OneDrive: who, when, what was decided, and what is still open. Your copy, yours to keep.

Notes to your CRM or job software are planned, not in the first release: Attio first, then PSA, Encircle and JobNimbus.

Summit Restoration1418 Oak St · Water loss

Call · Mike and Dana Price, client

· Mike's phone line

Decided
The crew starts drying at 1418 Oak St on Wednesday at eight.
Still open
Send Dana the drying plan · Mike, due Thu

Who sees what

Each conversation is private, shared with a division, or shared with the whole company. Owners set the default; people see the jobs they're on.

Call · Mike and Dana Price, client

  • PrivateOnly the people on the conversation.
  • Water division (chosen)Everyone in the division the job belongs to.
  • Whole companyEveryone at Summit Restoration.

Keep open loops in view.

Open loops stay visible until someone closes them. Your own AI writes the reports: morning briefs, Monday reports, the owner's month.

  • Open: Send Dana the drying planMike · due Thu
  • Closed: Moisture readings sentAna · done Wed
  • Mike's morning brief
  • Owner · October
  • Water division · Monday report

Set up in an afternoon.

$297 a month per location, with unlimited people, jobs and connections.

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