Crewvana Autopilot™ · Feature overview

Inside Crewvana Autopilot.
One operating layer.

One dedicated AI Operations Teammate and one automation layer for the customer, calendar, crew, deal, call, and handoff behind every job.

Your dedicated AI
Operations Teammate.

Each teammate is named and configured for one business. Ask in plain English, review the evidence, and keep authority over every consequential action.

“Trust isn't a feature we added—it's how the system is built.”
01

Search the business

Find contacts, conversations, appointments, and deals from a plain-English request.

02

Schedule with context

Book, reschedule, or cancel on separate sales and installation calendars with staff and timezone checks.

03

Operate the pipeline

Create deals, advance stages, and submit closed work to operations end-to-end.

04

Draft with approval

Prepare customer messages while keeping a human approval gate before anything is sent.

05

Report verified results

Confirm every action, avoid invented data, and state only what the system can verify.

What this means for you: fast operational answers without giving up owner control.

A Florida home-efficiency crew supported by the Marcus AI operations teammate

A working example,
not a concept.

Marcus is the AI ops teammate running a Florida home-efficiency business's day-to-day. He works from that business's real operating context and approval rules.

What this means for you: your teammate is shaped around your calendars, pipeline, staff, and operating policy.

Contractor CRM automation
that follows the work.

Autopilot runs the repeatable sequences while people handle the conversations and decisions where experience matters.

01

Speed to lead for contractors

New inquiries are captured, routed to the right rep, acknowledged, and assigned a next task immediately.

What this means for you: New opportunities enter a clear response path even when the office is closed.
02

No-show follow-up automation

A missed appointment starts a friendly text, offers real open slots, follows with an AI voice call, and escalates repeat misses.

What this means for you: The recovery work starts automatically without removing human judgment from the hard cases.
03

Won-to-Operations handoff

A closed deal moves into the install or operations pipeline with the customer, job, and scheduling context attached.

What this means for you: Sales and delivery stop relying on memory or a manual copy-and-paste handoff.
04

Appointment lifecycle tracking

Bookings, rebookings, and cancellations update the right deal stage and alert the team in real time.

What this means for you: The calendar and pipeline tell the same story.

Inbound and outbound calls,
connected to operations.

The AI Voice Receptionist answers incoming calls, follows up with leads, checks real appointment openings, books the right calendar, and records the outcome.

What this means for you: the phone can keep working without becoming a disconnected call log.

Inbound Outbound Human escalation

Isolated, monitored,
and recoverable.

Every business gets a dedicated environment, nightly backups, verified recovery, and consent-first messaging built for compliant customer communication.

Dedicated environment

Business data is not shared across customer environments.

Nightly backups

Recovery is prepared and verified, not left as an assumption.

Compliance-ready messaging

Registered, consent-first communication is part of the operating design.

PUBLIC SYSTEM STATUS

See the platform operating for yourself.

Our systems are independently monitored around the clock, with the current state available publicly.

See our systems live, right now →

Bring us the handoffs
your team is carrying today.

We'll map the right first deployment for your teammate and Autopilot sequences.

Contact Crewvana