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Reporting & Integrations

Last Update há 9 meses

Reporting and Analytics Managing Integrations

Managing Integrations

Jeremy Mckinney

Last Update há 9 meses

Crew Ops Pro relies on powerful third-party integrations to handle mapping, payments, communication, and accounting. Instead of building these tools from scratch, we connect with industry leaders like Mapbox, Twilio, and Stripe to give you enterprise-grade reliability.

This guide explains what each integration does and how to configure them in Settings → Integrations.

1. Mapbox (Maps & Traffic Intelligence)

Mapbox powers the Jobs Map and Route Optimization features. While the app comes with a "Demo Mode" token for testing, you must configure your own token for production use.
• Visual Jobs Map: View all active jobs as pins on a map. Mapbox handles the clustering (grouping nearby jobs) to keep the map readable.

• Traffic Intelligence: The system uses Mapbox real-time data to detect traffic delays. It generates "Yellow" (minor) or "Red" (major) alerts on the dispatch board, allowing you to re-route technicians before they get stuck.

• Technician Tracking: When technicians clock in, their location updates every 15 seconds. Mapbox visualizes this movement on the map.

Setup:
1. Go to Settings → Integrations.

2. Scroll to Per-Tenant Configuration.

3. Paste your Mapbox Public Token (available for free from Mapbox.com).

Twilio acts as the communication backbone of the platform. You generally do not need to log into Twilio directly; Crew Ops Pro manages the interaction.
  • AI Receptionist: Twilio Voice powers the AI that answers your phones 24/7. It converts speech to text, allowing the AI to understand scheduling requests and create leads.
  • Two-Way SMS: When you send a text from a Job Card, it goes through Twilio. Replies from customers are routed back to the specific client profile in your CRM.
  • Call Tracking: All inbound and outbound calls made via the app are logged in the client's history with duration and timestamps.
Configuration: In the integration settings, you can customize the AI Voice (e.g., "Alice," "Matthew") and the Greeting Message customers hear when they call.

3. Stripe (Payments & Billing)

We use Stripe Connect to handle all money movement. This ensures PCI compliance and security for credit card data.
• Online Payments: When you email an invoice, it includes a "Pay Now" link. Stripe processes Credit Cards, Apple Pay, and Google Pay.

• Instant Reconciliation: When a client pays, Stripe sends a secure "webhook" to our system that instantly marks the invoice as Paid and updates your revenue dashboard.

• Field Payments: Technicians can type card details directly into the mobile app to collect payment on-site.

4. QuickBooks Online (Accounting)

Stop double-entering data. The QuickBooks integration keeps your accountant happy by syncing data automatically.
• Two-Way Sync:
  • Invoices: When you generate an invoice in Creative Job Hub, it pushes to QuickBooks.    
  • Payments: When a payment is recorded (via Stripe or cash), it syncs to QuickBooks so your bank deposits match.    
  • Customers: Creating a new client in either platform updates the other.

5. Resend (Email Infrastructure)

Resend is the engine behind all email communications.

• Transactional Emails: It delivers your Estimates, Invoices, and "On My Way" notifications using professional HTML templates that look good on mobile devices.

• Marketing Campaigns: It handles bulk sending for "Re-engagement" campaigns (e.g., "We miss you" emails to dormant clients), ensuring high deliverability rates so you don't end up in the spam folder.

• Reply Tracking: While Resend sends the email, replies go directly to your configured "Reply-To" address (usually your office email).

6. Google Drive (Photo Backup)

While Crew Ops Pro stores photos in its own secure cloud (Supabase Storage), you can enable the Google Drive integration for redundancy.

• Auto-Sync: A background function (google-drive-sync) automatically copies every job photo and document to a specific folder in your company's Google Drive.

• Organization: Files are typically organized by Client Name or Job Number, making it easy to browse your project history outside of the app.

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