Operations
Live revenue, schedule, cost, and technician performance snapshots.
Patches & bug reports
Track recent dashboard fixes, product improvements, security updates, and bug reports for GossCrewAI.
Dashboard preview
These static previews show the owner operations view, dispatch board, and technician field workflow. Dashboard access requires a company access key, trial, or active subscription.
Live revenue, schedule, cost, and technician performance snapshots.
Weekly board for assigning jobs across techs, days, and time slots.
Mobile job details, notes, photos, maps, invoices, and estimates.
Public pricing now shows the GossCrewAI All-In Plan at $299/month with a 14-day trial. Demo booking captures preferred date, time, trade, company size, and notes for follow-up. Dashboard teams now have customer edit audit logging, customer communication logs, promotions, in-app notifications, and technician location sharing foundations.
NewCrewHelper's invoice writer now reviews real job closeout evidence before saving: notes, photos, materials, audio/video transcripts, before/after proof, customer signature, price book matches, duplicate invoice risk, and signed estimate scope. It flags missing proof, warns when a draft invoice is higher than the approved estimate, preserves the AI review on the invoice, and requires a change order note before saving an over-estimate invoice.
AIOps Health now includes a live launch checklist for payment proof, customer portal send readiness, technician mobile status flow, closeout evidence, role permissions, payment setup, company contact info, and CrewHelper safety. Each item links to the dashboard area that needs proof before a real company goes live.
LaunchTechnicians can now upload or record closeout audio, have CrewHelper transcribe it server-side, and use job evidence like notes, materials, photos, video key frames, before/after proof, and transcripts to generate invoice and estimate summaries. Job details now include AI review cards for issues found, suggested line items, customer-friendly summary, missing proof, and send readiness.
AIAdded an authenticated CrewHelper transcription endpoint so audio and video evidence stays server-side with the OpenAI key protected. Job forms now accept short closeout clips, fill the correct transcript field, and feed that evidence back into CrewHelper estimate and invoice writing.
AICleaned up the old Convex auth persistence test collision, restored the full unit suite to green, and re-ran Playwright coverage for access keys, dashboard pages, customer portal, CrewHelper, and responsive desktop, iPhone, and iPad layouts before deploying.
QAAdded a backend regression test for the owner-created employee flow: owner creates a technician profile, maps the email to the company, the employee joins with the 4-character company code, wrong company codes are rejected, and the technician only sees assigned jobs.
AccessAI-generated estimates now go into a human approval queue before anything is saved, with audit entries for requested, approved, and rejected actions. CrewHelper also has a backend hook for a future Python AI worker so deeper Firestore history and heavier reasoning can run outside the dashboard.
AIAdded predictive maintenance offers, revenue opportunity radar, and schedule optimization recommendations. CrewHelper now has quick prompts for maintenance offers, revenue radar, and schedule optimization, and the dashboard can create draft maintenance estimates for human review.
AITechnician Performance Twin now compares actual job patterns against predicted timing, Smart Upsell Engine can create a draft add-on estimate from a recommendation, and Customer Lifetime Value plus Follow-Ups now show clearer scores, next actions, and CrewHelper draft prompts.
AIThe owner and manager dashboard now includes Proactive Job Guardian alerts for stale jobs, overdue schedules, missing notes/photos, unassigned work, and cost overage risks. Business Health adds missed revenue, open estimates, unpaid invoices, schedule gaps, and 3 things to fix today, with smaller AI cards for technician fit, upsells, customer value, and follow-ups.
AICrewHelper now has stronger action coverage for job notes, job materials, customer message drafts, closeout review, richer role-aware context, and a settings card for company AI rules like tone, trip fee, tax rate, office hours, emergency rules, and estimate rules.
AIThe customer portal onsite payment flow was smoke-tested for cash/check recording, and the technician mobile board now shows clearer closeout readiness, required notes/photos/materials/signature status, invoice readiness, and paid receipt confirmation.
QATeam Profiles now has cleaner summary stats, a company join-code card, polished team member cards, easier invite actions, and a wider profile form for photos, roles, skills, and certifications.
TeamCash, check, and other onsite payments from the customer portal now mark the matching invoice paid in the dashboard, with receipt email still optional.
PaymentsCrewHelper now has clearer quick prompts for summarizing a selected job, drafting an invoice, writing a customer update, checking closeout info, and recommending the next action.
AICrewHelper now opens in a cleaner, faster-feeling chat panel with compact prompts, modern message bubbles, a typing indicator, Enter-to-send, and better iPhone/iPad spacing.
AICrewHelper now carries customer, service, technician, quantity, and price details across short follow-up messages so requests like "make that estimate" can complete without repeating every field.
AIInvoices and estimates now show simple customer-friendly numbers like INV-10000010 and EST-10000100 instead of random internal IDs, while existing records still keep their backend links.
DocumentsCrewHelper now accepts plain-language estimate pricing like quantity, unit price, price, amount, or total and converts it into a valid line item before asking for confirmation.
AIInvoices and estimates now use a calmer desktop workspace with summary totals, simpler action buttons, and the newer document builder for creating cleaner estimates and invoices faster.
DocumentsCrewHelper can now propose creating a new job for an existing customer, include the address on file, assign a technician, schedule the visit, and then write it to the dashboard after confirmation.
AICrewHelper can now convert approved OpenAI Agent workflow proposed actions into the dashboard confirmation flow for estimates, invoices, job status, technician assignment, schedule moves, customer notes, and internal tasks.
AIThe updates page now gives visible confirmation when a free updates account is created or signed in, opens comment boxes after authentication, and confirms when comments are posted.
UpdatesCreate Estimate now opens a cleaner document builder with a live total panel, customer and job section, customer-ready scope, simpler line items, and responsive iPhone/iPad layouts. Estimate emails also identify the service company clearly and include customer options for approval, questions, or changes.
EstimatesCrewHelper is now wired to the OpenAI Agent workflow path when a workflow ID is configured, with the existing Responses API path kept as a fallback. The dashboard labels responses from the agent workflow so teams can confirm it is active.
AICrewHelper now classifies requests before answering, builds focused context for jobs, dispatch, estimates, invoices, customers, bugs, and feature requests, and returns structured internal answers while still requiring confirmation before dashboard changes.
AIThe dashboard AI is now named Crew Helper across the assistant, estimate writer, invoice writer, placeholders, and confirmations while still using OpenAI behind the scenes.
AIGossCrew AI now uses a warmer, more welcoming assistant voice and labels the estimate and invoice helpers as OpenAI writing tools. The writer focuses on friendly customer-ready scope, clear next steps, price-book matches, and human approval before anything is sent.
AIThe production AI Assistant is now connected through Firebase Secret Manager and returning OpenAI responses for operations questions, with the smarter local fallback still available if the provider is unavailable.
AIThe AI Assistant now sends richer dashboard context and uses intent-aware reasoning for dispatch, collections, estimates, technician workload, urgent work, and daily briefings. The backend also handles OpenAI JSON responses more reliably and keeps a stronger local fallback if OpenAI is unavailable.
AIThe dashboard now has an AI Assistant page for owners, managers, dispatchers, and technicians. It reads the visible workspace context for the signed-in role and can answer questions about today's work, dispatch, unpaid invoices, estimate follow-up, urgent jobs, and next actions.
AIAccess requests now include a company ID in the saved request, email, and website confirmation. The same company keeps the same company ID so access, sessions, and support notes stay tied to one company record.
AccessTechnicians now get a mobile-first board with next job, customer contact, map, closeout, invoice, and collect-payment actions. Employee login is available from the public site, and customer invoice links can open a payment portal for card or onsite payment.
MobileCustomer invoice checkout now falls back to the platform Stripe checkout when a company has not connected Stripe Connect yet, while still preserving Connect routing when a company payout account is connected.
PaymentsBackend checks now cover access sessions, dashboard refresh, logout blocking, technician profile mapping, direct dashboard URL protection, and assigned-job isolation tests for technician views.
AccessVisitors can create a free updates account to comment on patch notes without receiving dashboard access. Comments save through the server and remain visible after refresh.
UpdatesDashboard entry now requires a backend session with company access or an active/trialing subscription. Direct dashboard HTML paths are protected, logout clears local caches, and access/subscription decisions are audited server-side.
SecurityDashboard app files were moved out of public Hosting and are only served by the Firebase Function after the backend access check succeeds.
AccessOwners now have a Billing tab with backend subscription status, trial period details, checkout actions, and a Stripe billing portal hook.
BillingOperations dashboard tables, trend charts, and dispatch controls were tightened for iPhone and iPad use in the field.
MobileDashboard workspace data syncs through the backend after login, and public bug reports now save to the server with a local fallback when the API is unavailable.
PersistenceOwner, manager, and dispatcher roles can create jobs, assign technicians, move jobs across the weekly board, change time slots, update status, and delete jobs from the board while shared dashboards sync across devices.
DispatchTechnician job views now use the signed-in technician mapping, job-site search respects assigned jobs, closeout checklist data saves with each job, and workspace sync checks for updates every few seconds.
TechnicianCompany access keys now create dashboard sessions, team profiles can map emails to technician accounts, dashboard subscriptions read backend billing state, and image uploads can use Firebase Storage when configured.
BackendAuthenticated companies now have a shared dashboard workspace endpoint for jobs, customers, estimates, invoices, technicians, price book, TeamChat, integrations, and marketing state so office and field devices can stay aligned.
BackendTechnician views now use the active technician profile, show assigned jobs only, keep estimates and invoices tied to assigned jobs, and add job detail fields for field notes, materials, photos, and map navigation.
TechnicianThe 18 Month Trend chart now shows fewer month labels on iPhone so the text does not overlap inside the dashboard card.
MobileImproved iPhone and iPad dashboard spacing, touch controls, modal sizing, table scrolling, and dispatch board scrolling for technicians in the field.
Field appApproved companies can enter an access key from the landing page to open the operations dashboard without Stripe checkout.
AccessAdded week controls, technician search, booked-row filtering, and fixed drag/drop behavior for 8AM, 12PM, 3PM, and 8PM slots.
DispatchJobs now use one shared Job / PO Number. Estimates and invoices show that same number when linked to a job.
JobsOwner dashboard revenue, cost, technician KPIs, and today schedule cards update from the shared real-time store.
DashboardTechnicians can work with estimates and invoices. Managers and dispatchers can manage jobs. All roles can remove estimates.
Roles