Welcome to Crewdex Help
Everything you need to know to run your service business efficiently
I Need To...
Common tasks to get work done fast
Get Paid
Most PopularCreate invoice, send to customer, track payment
Schedule a Job
Book appointment, assign technician, set time
Complete a Job
Mark done, add photos, log materials used
Add a Customer
Save contact info, address, preferences
Find a Customer
Look up by name, phone, or address
Take Job Photos
Before/after pics, upload from phone
Choose Your Role
Guides tailored to how you use Crewdex
Owner
Manage your business, team, and finances
- Set up your business
- Manage team & permissions
- Track revenue & invoices
- Configure settings
Technician
Complete jobs and update customers
- See today's jobs
- Start/complete jobs
- Add photos & parts
- Use mobile app
Admin
Manage operations and customers
- Schedule jobs
- Manage customers
- Create invoices
- What I can/can't do
Free Contractor Tools
Business calculators and utilities (no sign-up required)
Profit Margin Calculator
Calculate the correct selling price to hit your target profit margin. Input labor, materials, and overhead.
True Hourly Rate Calculator
Calculate your real hourly rate accounting for overhead, unbillable time, and desired profit.
Google Review Link Generator
Create direct review links and QR codes to get more 5-star Google reviews from customers.
Service Pricing Guide
Look up recommended prices for 170+ services across HVAC, plumbing, electrical, and 7 more trades.
Free Invoice Generator
Create and download a professional PDF invoice in minutes — with trade-specific line items and your logo.
Tax Deduction Calculator
Estimate your tax savings from business deductions — supports the US, UK, Australia, and Canada.
Estimate & Quote Generator
Create professional contractor estimates with scope of work and terms — free PDF download.
Email & SMS Templates
Copy-paste-ready follow-up templates for quotes, payments, reviews, referrals, and more.
New to Crewdex?
Start here for your first 30 minutes
Common Questions
Quick answers to frequent issues
Can't find a customer?
Search by name, phone, or partial address. Click to learn more.
How do I get paid?
Create invoice, send it, track payment status. Click to learn more.
Who can do what?
Learn about Owner, Admin, and Technician permissions.
How do I schedule jobs?
Book appointments, assign technicians, manage calendar.
Browse All Topics
Explore our complete documentation