Upload a voice note, receipt, job photo, handwritten note, or attachment.
For small service shops using QuickBooks
Turn field notes into invoice drafts.
Upload a voice note, photo, receipt, or job note. CrewNote turns it into a QuickBooks-ready draft your office can review.
CrewNote drafts. Your office approves.
Sample output
Invoice draft preview
- Work summary
- Replaced leaking kitchen faucet. Checked supply lines and tested for leaks.
- Suggested lines
- Labor: 1.5 hrs · Materials: faucet supply kit · Receipt attached
- Missing info
- Confirm faucet model and whether trip charge applies.
The gap before QuickBooks
Your tech finishes the job. Then the office has to piece the invoice together.
voice notestext messagesjob photosreceiptshandwritten notessupplier invoicesmemory
How CrewNote works
We extract work performed, labor, materials, receipt details, and missing info.
You get a clean draft, customer-facing summary, line items, and questions.
Future beta versions will create unsent invoices in QuickBooks after approval.
Built for a careful first test
- You do not need to connect QuickBooks for the sample test.
- CrewNote will not send invoices automatically.
- Uploaded samples are used only to create your draft output.
- We do not train models on your customer data.
- You can request deletion of your uploaded sample.
- Human review may be used to prepare the sample draft.
Try it with one messy job
Upload a sample job note.
Send one recent voice memo, photo, receipt, text thread, or handwritten note. We’ll follow up with a sample invoice draft output if it fits the beta.
Founding beta
We’re looking for a small group of plumbing and HVAC shops that still have to translate field notes into QuickBooks invoices.
Join by submitting a sample