Crewdex
Log In

Help By Role

Role-specific guides tailored to your responsibilities in Crewdex

Get help specific to what you do every day. Each guide focuses on the features and workflows most relevant to your responsibilities.

Choose Your Role

Owner Guide

For business owners and managers

Running the business, monitoring performance, and making decisions.

What you'll learn:

  • Managing your team and scheduling
  • Financial reports and cashflow tracking
  • Customer management and retention
  • Growth strategies and automation

Technician Guide

For field technicians and service professionals

Completing jobs, documenting work, and serving customers in the field.

What you'll learn:

  • Viewing your daily schedule
  • Completing jobs and logging materials
  • Taking photos and adding notes
  • Communicating with customers

Admin Guide

For office staff and administrators

Managing schedules, customers, and keeping operations running smoothly.

What you'll learn:

  • Booking appointments and dispatching
  • Managing customer information
  • Creating invoices and tracking payments
  • Handling customer inquiries

Not Sure Which Role Applies to You?

You might be an Owner if you:

  • Need to see financial reports
  • Manage multiple technicians
  • Make business decisions
  • Set pricing and policies

You might be a Technician if you:

  • Work in the field daily
  • Complete service calls
  • Interact directly with customers at their homes
  • Report back to the office

You might be Admin if you:

  • Answer phones and book appointments
  • Manage the schedule
  • Handle invoicing and payments
  • Coordinate between office and field

Can't Find What You Need?

Try browsing by task instead:

Was this helpful?