Crewhand

Crewhand help

Step-by-step guides for running your business in Crewhand. Can't find it? Email support@gocrewhand.app and a person will answer.

Getting started

• Send your first invoice in a few minutes
  From a new account to an invoice in your customer's inbox, without setting anything up first.
• Try Crewhand with sample data
  Fill a new account with made-up customers, jobs, quotes and invoices, then take them out in one tap.
• Set up Crewhand for your trade
  Starter prices, packages, plans and estimator numbers for your kind of work, in four steps.
• Move over from Jobber, Housecall Pro or QuickBooks
  Bring your customers, price list and past work with you.
• Invite your crew and office
  Add people, choose what each can see, and get them signed in.

Customers and quotes

• Add customers and their properties
  Keep each customer's contact details and every site you work at.
• Send a quote your customer can accept online
  Price the work, send it, and get a signed yes without printing anything.
• Price a big job with the Bid Calculator
  Measure, add your rates and margins, and turn the result into a quote.
• Let customers book online and request quotes
  A booking page and a quote request form for your website and social pages.
• What your customers see
  Quotes, invoices, statements, photos and plans, from a link with no password.

Jobs and the crew

• Schedule a job and send the crew
  Put work on the calendar, assign who's doing it, and let them know.
• Crew: clock in, photos and finishing a job
  What your crew do in the field from their phone.
• Job photos and site walks
  Before, after and damage photos, kept with the job and the property.

Invoices and getting paid

• Take card payments online
  Connect Stripe once and every invoice has a Pay button.
• Record cash, check or other payments
  Mark an invoice paid, in full or in part.
• Reminders, follow-ups and late fees
  Let Crewhand chase unpaid invoices and unanswered quotes for you.
• Deposits, PO numbers and invoices for several sites
  The less-used invoice settings, and where they are.
• Ask happy customers for a review
  Send a review request after a paid invoice, by hand or automatically.

Money and books

• Log expenses and job costs
  Record what you spend, and tie it to a job to see what each job really made.
• Your books: profit and loss, balance sheet, sales tax
  Crewhand keeps a full set of books from what you already do.
• Connect your bank
  Bring in bank and card transactions and match them to what's in Crewhand.
• Run payroll
  Pay your team from approved hours, with taxes worked out.

Mileage, receipts and time

• Track mileage automatically
  Your phone records every drive; you swipe Business or Personal.
• Keep every receipt
  Snap or email receipts; they're matched to the card charge or expense.
• Approve hours and time off
  Check what your crew worked and approve it for payroll.

Settings and your account

• Send from your own email address
  Connect Outlook, Microsoft 365 or any mailbox so quotes and invoices come from you.
• Turn on two-step sign-in
  A code from an authenticator app as well as your password.
• Your plan, billing and cancelling
  Change plans, update your card, or cancel.
• Export your data
  Take your customers, invoices and books with you at any time.

The phone app

• Get the Crewhand app on your phone
  Everything on the website, plus drive tracking, notifications and the camera.
• Working without signal
  What happens when the phone loses its connection in the field.
• Notifications aren't arriving
  Check your phone allows them, and what you've asked to hear about.

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