Product updates

Changelog

What is new in Crewfather, newest first.

September 27, 2026

Published September 27, 2026. A developer API update: every kind of work now has its own route, visits stop posing as jobs, and you can list your whole pipeline or poll an event feed.

Build on Crewfather

• Visits are no longer jobs in the API. A fix, and one that can change what your integration sees. Every visit (a measure, an install, an assessment, a recurring service visit) used to appear in /jobs as a job of its own, and fired job.created, job.updated and job.deleted, so a “new job” Zap ran once per visit. /jobs and the job.* webhooks now carry only the jobs on your board. If you relied on visits arriving there, move to /visits and the visit.* events.
• Visits. A new read-only /visits route lists and fetches visits with their schedule, time window, status, crew and address. Filter by job, request, status, crew member or scheduled date.
• Requests. A new /requests route lists, fetches, creates and updates inbound leads. A website form can now drop a lead straight into your pipeline: it lands on your leads board’s first stage, the same place a request from the customer portal does.
• Estimates and invoices. /estimates and /invoices list and fetch just that type of document, line items included on a single fetch. /documents is unchanged.
• New webhook events. visit.created, visit.updated, visit.completed, visit.deleted, request.created, request.updated, request.converted, estimate.sent, estimate.approved, invoice.sent and invoice.paid. An endpoint subscribed to every event (*) receives them all from now on, so make sure your handler ignores event names it does not know.
• Your whole pipeline in one list. A new pipeline endpoint returns every job, visit, estimate, invoice, and request together, each with its stage, its customer, its value, its key dates, and links to the records around it: the job a visit belongs to, the estimate an invoice came from, the job a request became.
• An event feed you can poll. A new activity endpoint lists what happened across the pipeline, in order, with the same event names as the webhooks: a job created, a visit completed, an estimate approved, an invoice paid, a payment received. Each event says who did it, whether a teammate, your customer, your crew, a workflow, or an integration. Follow the cursor and you never miss or repeat an event. It is a feed for integrations, separate from the activity timeline on a job.

September 11, 2026

Published September 11, 2026, covering everything that shipped after the September 9 entry’s September 4 cutoff.

Workflows arrived as a whole new part of the product, your sign-in can now carry a second step, the assistant moved into the top bar and learned to remember and to schedule, and a connected mailbox became something you can work from: read it in the Inbox, and turn an email into a job.

Workflows

New, and the whole area is new. When something happens in your pipeline, Crewfather can now act on its own.

• When this happens, do that. A workflow pairs a trigger with actions. Triggers cover an estimate or invoice being sent, approved, or paid, a job being created or changing stage, and an invoice going overdue. Actions move the job to a stage, notify your team, or send your customer an email or a text.
• A full-screen editor. Build the chain on a canvas: triggers and steps as blocks, connected in order. A new Workflows page in the navigation lists what you have.
• Messages that fill themselves in. Email and text actions take templates with variable chips: the customer’s name, the invoice number, the amount, a payment link. The editor lists what each trigger provides and warns you about a variable it does not.
• Four ready-made workflows. Estimate sent moves the job to Estimate, estimate approved to Scheduled, invoice sent to Invoiced, and a paid invoice lands the job in a new Closed stage and notifies the owners. A new workspace starts with them running; an existing workspace gets them as drafts to review and publish.
• Runs you can read. Every run is recorded, and a step that could not send says why, in words: no email address on file, or the customer has not opted in to texts. Texting keeps asking permission; a workflow never texts someone who opted out.

Two-factor authentication

• A second step at sign-in. Turn it on in Settings, under Security. Codes come from an authenticator app or arrive by email, whichever you enroll. It is opt-in, per person.
• Every door gets the same lock. Signing in with Google or Apple gets the same second step, and if you have a passkey, the challenge offers it first.

Ask Crewfather

• In the top bar. The floating bubble is gone; a sparkle button in the top bar opens the assistant, and the panel no longer sits on top of the send button of every composer.
• It remembers. Past conversations reopen from the panel, including the record of what the assistant actually did for you.
• Scheduling means a visit. Ask it to schedule work and it books a real visit on the job, crew assigned, instead of hanging a loose all-day event on your calendar.
• Board questions answer again. Asking about your board, or asking it to look up a customer, came back as a server error. It answers now.

Email and your Inbox

• Connect Zoho Mail. Connecting a mailbox is a guided card now, not a server-settings form. Zoho Mail connects with your address and an app-specific password, picks the right servers for your region, and proves the connection works before it saves.
• The Inbox gets a front door. Once a mailbox is connected, a mail icon appears in the top bar, beside the bell.
• An email becomes a job. A thread in your Inbox carries Create job. A sender you know opens the job form with them picked and their address as the job site; a sender you do not becomes a new contact right there, name and email carried in. The new job’s activity feed keeps a note of the conversation it came from.

Jobs and your board

• One Customers list. People and companies live in one Customers list instead of two places. On a job, the customer can be a person, a company, or both, and Job Information is a full form you can actually edit, custom fields included.
• A simpler job page. One view now, not two. The schedule pane keeps its place on the right and leads with the next upcoming visit, a line under the Street View photo names the job site, and Job Information sits inline instead of taking over the screen.
• Who did what. Every activity feed entry names its author: stage moves, visit completions, and notes all say who, and an action the assistant performed says so.
• Photos open instead of downloading. Clicking a photo opens a full-size viewer with previous and next through the job’s set. Download is still there, one click deeper.
• Create from anywhere. A Create button sits beside the search bar on every screen: Job, Person, Company, Supplier, or Job site, without navigating first.
• The board and the job agree. Dragging a card to a new stage now shows on the job page immediately, not after a refresh. And the add-a-person picker no longer offers people who are already on the job.

Scheduling

• Pick anyone, and see their day. The full-screen scheduler’s crew picker now offers both rosters, your Team and your Field Crew, and the calendar can lay workers’ existing schedules side by side while you pick a slot.
• The worker’s page keeps up. A worker completing a visit, or adding notes and photos, sees the result at once instead of a page that pretends nothing happened.

Invoices and reports

• Delete a draft. A draft invoice that was never sent can be deleted from the job, so abandoned drafts stop piling up. Anything sent, paid, or synced stays protected.
• Overdue means one thing. Every surface now decides overdue the same way, by calendar day in your workspace’s timezone, so an invoice is never overdue on one screen and current on another. Accounts receivable now shows each invoice’s issue date, due date, and age.
• Columns you choose. The Invoices report can show the customer’s company, email, phone, and location; the Contacts report gains invoiced, paid, outstanding, and last invoice. New columns start hidden, your picks are remembered per report, and exports carry the full set.

Settings

• A cleaner Team page. One table lists app users, field crew, and pending invites, with filters and last sign-in, and one Add member button that starts by asking the one question that matters: a teammate with a login, or an outside worker who gets jobs by text. The settings list is shorter too: Sales and Branding now live under Workspace.

Your Home dashboard

• Rearranging widgets behaves. Dragging widgets around in customize mode could crash the page outright; now it previews the new arrangement while you drag and commits once, at the drop.

Build on Crewfather

• Workflows in the API. The public API gains a read-only workflows list, so an integration can see what automation a workspace runs.

September 9, 2026

Published September 9, 2026, covering everything that shipped between the August 8 entry below and September 4.

Suppliers and materials pricing arrived as a whole new part of the product, reporting arrived as another, your contacts can now come in from a file, your phone, or QuickBooks®, and Crewfather grew a public API you can build on.

Jobs and your board

• A job number you can read, and change. Every job now carries a human job number on its board card and in Job Information. Type your own reference over it if you have one; the automatic sequence keeps counting safely ahead so two jobs never collide.
• The activity feed is a conversation. A job’s history reads like a message thread instead of a log, so notes and updates sit in one place you can actually scan.
• Create a job by searching. The create-job flow opens on a search box: find the customer, or create one right there without leaving the form.
• Change a board status from the job. The Status dropdown on a job edits your board’s statuses directly, so fixing a column name no longer means going to the board.
• Boards stay quick when the pipeline is busy. The kanban loads a column at a time instead of every card at once, and filters have moved into a slide-over panel that leaves the board visible while you narrow it.
• A full-screen scheduler. Schedule visit opens a proper screen, form on the left and calendar on the right, instead of a dialog you have to work around.

Clients, contacts, and crew

• Clients are real records. The company someone works for is no longer a text field on their contact. Link people to an organisation, and let a job find the right one.
• Your crew are not customers. Team members have their own table, separate from your contacts. A worker was never a contact and the app no longer pretends otherwise.
• Bring your contacts in, three ways. Import a CSV through a full-screen two-step wizard that shows you what it will do before it does it. Import from your phone’s address book. Or import your customers from QuickBooks, with a plain summary of exactly what comes across, before you click.

Estimates and invoices

• Optional add-ons. Put optional line items on an estimate. They stay out of the total until your customer picks them, so one estimate can carry the upsell without inflating the price.
• An estimate expires on its own terms. Estimates now carry their own valid-until date rather than borrowing an invoice’s payment terms.
• Fees, before or after tax. Add fees, and choose per fee whether tax applies.
• Deposit due. A document can show the deposit due on it.

Payments and your plan

• Card on file, and autopay. Keep a card on file against a recurring agreement and let it charge automatically when the invoice is raised.
• You hear about a failed card while you still have access. A failed payment tells you in time to fix it, instead of at the point everything stops.
• A trial warning that escalates. The notice gets firmer as the trial ends, and the final day cannot be dismissed.
• A paywall that names who to ask. When something is not on your plan, the message now depends on what you personally can do about it, and tells you who in your workspace can do the rest.
• Pay yearly, pay less. Starter and Pro now come with annual prices alongside monthly billing, and yearly works out cheaper month for month. The pricing page carries the current numbers and each plan’s limits, and every plan still starts with a 14-day free trial, no credit card required.

Suppliers and materials

New, and the whole area is new.

• A supplier is a company, with its own people. Suppliers have their own records and their own contacts, kept separate from your customers.
• Prices with history. Track what a supplier charges for a product and when that price changed, so a rise is something you can see coming rather than something you discover.
• Compare across suppliers. One product, every supplier who sells it, on a chart. The full-screen product view carries that chart alongside a filterable table of products.
• Supplier prices in your quote. Pull a supplier’s price straight into the document you are building.

Reports

Also new. A reporting core plus the first wave: a Jobs report and four more, each with an export.

Notifications you control

• In-app notifications. Alerts have a home in the app now, not just your inbox.
• A preferences screen. Choose what reaches you and how. The mute control is deliberately built so it cannot silence a payment dispute by accident.
• New-job alerts that do not ring you for your own work. A job-created alert reaches the team without notifying whoever created the job.

Build on Crewfather

• A public API. Crewfather has a documented public API. Mint a key under Settings, then Integrations, then Developer API, and read the endpoint reference on the Developers page.
• A developer portal. Building something other Crewfather customers will connect to? Register your app at developer.crewfather.com to get OAuth client credentials, so they can connect their workspace to it without ever handing you a key.
• Webhooks you manage yourself. Create, inspect, and remove webhook endpoints from Settings, so another system can hear about changes as they happen.

Getting started

A first-run tour, pipeline setup that already knows your trade, team invites, and setup prompts on Home, so a new workspace is not an empty screen.

Settings and your account

• Branding is easier to work with. Three side tabs and a preview that stays on screen while you change things.
• Document forms on the web. Setting up forms is no longer phone-only.
• Sign out on all devices. A lost phone can be cut loose from Settings.
• Timezones behave. Your workspace timezone is recorded properly now, including across the date line.

A fresh coat of paint

The app has moved onto a new interface toolkit. Your branding is untouched; things should simply look and behave more consistently from screen to screen.

August 8, 2026

Estimates and invoices got a ground-up rebuild, your customers can now approve and pay from a real document page, recurring agreements finally bill on every cadence, and the schedule can show you who is working and where.

Estimates and invoices

• A full-screen builder. Estimates and invoices open in a dedicated editor: the form on the left, a live preview of the finished document on the right, exactly as your customer will see it. The old cramped pop-up is gone.
• Line items that behave. Group lines into sections, reorder them, and pull items straight from your price book. Every row carries description, unit, quantity, price, and type.
• Tax, discounts, and terms. Set a tax rate, apply a percentage or fixed discount, choose a payment-terms preset and let the due date fill itself in, and keep reusable terms and conditions.
• Per-line taxability. Mark individual lines taxable or not. Tax is figured on the taxable lines, less their proportional share of any discount.
• Costs and margin as you build. Enter unit costs next to prices and watch margin update while you work. Customers never see cost or margin: those numbers are not present on anything sent, printed, or shown in the portal.
• Duplicate. Copy any document into a fresh draft with a new number. Customer approvals, signatures, and payments never carry over.
• Three layouts. Classic, modern, and compact, set per document or as your default. The layout picker now shows the one that will actually print.
• Two kinds of notes. A customer note that prints, and an internal note that never leaves your workspace.
• Line math that adds up. Amounts are rounded per line, so the lines on the page always sum to the subtotal on the page.
• Your calendar day, not UTC. Issue and due dates use the day it is where you are. Sending an estimate in the evening no longer dates it tomorrow.

Your customer portal

• A real document page. Customers open a full, branded document from their portal link instead of a row with a title and a total: your letterhead, every line, subtotal, discount, tax, payments received, and balance due.
• Approve. A customer accepts an estimate by typing their name, and the signature is stamped onto the document.
• Pay. Open invoices carry a Pay button that goes straight to checkout.
• Download. Customers can download the same PDF you can.

Sending and printing

• Send actually sends. Send now texts or emails your customer the document, with a link that opens that document directly. Copying a link is still there as the manual alternative rather than the only thing the button does. Estimates invite the customer to view and approve, invoices to view and pay.
• Real PDFs. Download a PDF of any estimate or invoice, from the app or the portal. It comes from the same rendering as the on-screen document, so the preview is the deliverable.
• Clean prints. Printed documents no longer carry the browser’s page title, URL, and date stamped into the margins.

Branding

A new Branding tab in Settings, so documents look like your business:

• Business details: legal name, address, phone, email, and license number.
• Logo upload, accent color, default layout, default payment terms, header and footer lines, and default terms and conditions.
• Your signature, drawn with a mouse, trackpad, finger, or stylus, or uploaded as an image.

Recurring billing

Agreements set to monthly, quarterly, or contract cadence were recording the cadence and never invoicing. Every cadence now bills:

• Monthly and quarterly: one consolidated draft invoice per completed period, with the period’s visit count on the line.
• Contract: the contract total, invoiced once, when the agreement’s start date arrives.
• Per visit: unchanged.

Scheduling and dispatch

• By employee. Day and week can split into one column per team member, plus an Unassigned lane, so you can see everyone’s load side by side and reassign a job by moving it between columns. The classic views are untouched if you prefer them.
• Map view. See the day’s work plotted on a map from the job-site addresses.

Payments

• ACH reconciled properly. Bank payments are recorded as bank payments instead of cards, and an ACH payment now leaves a visible in-flight note while it settles, typically three to five business days. Refunds and disputes are matched back to the right account.
• Payment alerts arrive. Payment-received notifications were being generated and then quietly discarded. They now reach you.

Jobs, search, and email

• Work Orders and Insurance are reachable on a job. Two tabs that were only ever placeholders have been removed.
• Search finds old records. The search palette queries the server instead of filtering whatever happened to be loaded, so contacts, jobs, and properties turn up no matter how far back they go. Property results open the property.
• Email keeps up on its own. Connected mailboxes sync in the background every few minutes rather than only when you press Sync. Replies thread correctly in your customer’s mail app, and messages carrying attachments are marked.
• Notifications tell the truth. A channel that is switched off or not configured now records the message as skipped instead of reporting it as sent. Email notifications are live. New alerts cover completed visits and inbound customer messages.

Texting

Businesses that bring their own Twilio or SignalWire account can now complete texting compliance themselves in Settings. There was previously no path at all for them, and automated texts went nowhere without saying so. A banner now tells you plainly when texting is disabled pending compliance.

Reliability and security

• A document can no longer be issued the same number twice, even when two things create one at the same instant.
• Overlapping automation runs are prevented, and a skipped run is visible in the run history rather than silently absent.
• Public links (online booking, unsubscribe, worker visits, and accounting callbacks) are rate limited, and the limits enforce at the levels they state.
• File access, document pricing, and the on-my-way text are gated on the right permissions, so each role sees and does only what it should.
• Subcontractor accounts work end to end. A gap in how the API checked roles would have turned away every request from a subcontractor in production, and it is closed.
• Empty or unreadable image uploads come back with a clear message instead of a server error.
• The assistant keeps access to your company knowledge even when its primary retrieval path is unavailable.

Removed

• The referral card in the iPhone app. It offered a free month for referrals with nothing behind it: no code, no attribution, no way to grant the reward. It will come back when there is a real program to back it.
• An invented customer quote on the sign-in page.
• Buttons and tabs that led nowhere. Help and Support now opens a message to support@crewfather.com.

iPhone app

• Documents on the phone carry the same money fields as the web, and saving from the phone no longer clears fields the phone does not edit, including your customer and internal notes, tax, and layout.
• Issue and due dates use your local calendar day.
• Locations, agreements, properties, and recurring plans reflect a change the moment you make it instead of occasionally snapping back to the old value.
• PDF totals match the web.

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