Set up your business
Your name, contact details, trade and tax — what customers see on every quote and invoice.
- 1
Go to Settings → Business details. Put in your business name, phone, email, address and e-transfer address — what you save is what customers see on quotes, invoices and texts.
- 2
Your trade was set when you signed up, and your price book started from it. Under Your trade you can change the words the app uses for your crew and your work — prices aren’t touched.
- 3
Under Tax, pick Where you work. It sets the tax rate, what the tax is called and your time zone. Not registered for GST/HST yet? Turn off Add tax by default.
- 4
Then set your prices (see Set your prices) and you’re ready to quote.
Everything here can be changed later; past quotes and invoices keep what they were sent with.
Still stuck? Email sam@crewdocket.com. The person who built CrewDocket answers.