How do I…
A few steps each, written from the screens as they are today. The same guides are inside the app — search for what you’re stuck on, or open Help from the menu.
Getting started
Set up your business
Your name, contact details, trade and tax — what customers see on every quote and invoice.
Alerts on your phone
New leads, quote answers and the Monday brief on your phone, even with the app closed.
Bring your customers over
Import a CSV from Jobber, Housecall Pro, QuickBooks, Google Contacts or a spreadsheet.
Set your prices
Your price book: the services you sell and what you charge for each.
Quotes and jobs
Send a quote
Build it from your price book, send it by text or email, and see when it’s opened.
Book a job
Put work on the calendar and give it to someone on your crew.
Move a rain day
Move a whole day of jobs at once, with each customer’s text already written.
Regular customers
Put a customer on a plan — every two weeks, monthly, seasonal — and book each visit in one tap.
Job photos and sign-off
Before-and-after photos on the job, and the customer’s signature when it’s done.
Getting paid
Your crew
Add your crew
Give each person their own sign-in — no shared password — and set how they’re paid.
Put it on your home screen
CrewDocket opens full-screen from an icon, like any other app — nothing to download from a store.
Jobs in your phone’s calendar
Every job in Google, Apple or Outlook Calendar — each crew member sees just theirs.
Customers
Your customer’s own page
One link with their visits, bills and quotes — where they can ask for another day or book again.
Take requests online
A request form for your website, Google profile and Facebook — every request lands in Leads.
Customers who send you work
Give every customer a link to send a friend, and get reminded to thank them.
Your books
Expenses and profit
Log fuel, materials and dump fees; see what’s left after the crew and costs.
Sales tax at filing time
The tax you charged, the tax you paid on expenses, and the CSV for your bookkeeper.
Keep a copy of your records
Save your clients, jobs, quotes, invoices and settings to your own device.
On a phone, Home, Calendar, Jobs, Money and Comms are along the bottom. Clients, Quotes, Leads, Crew, Profit and Settings are under your initials at the top right. On a computer they’re all in the menu on the left.
Not using it yet?
Your trade, your business name, an email and a password. Free right now, no card.