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Technician's Guide to Crewdex

Difficulty:beginner

Your complete guide to using Crewdex mobile app - Job scheduling, GPS navigation, photo documentation, parts logging, and job completion workflows.

Technician Access & Capabilities

As a TECHNICIAN, you have access to:

  • Jobs: View assigned jobs only (not all jobs)
  • Customers: View customer info for your assigned jobs
  • Calendar: Your personal schedule (not team calendar)
  • Inventory: Your truck stock, log parts used
  • Photos: Take and attach to jobs
  • Notes: Add job notes and customer communications
  • Performance: Your metrics (ratings, jobs completed, earnings)

You CANNOT access:

  • Other technicians' schedules
  • Financial reports (revenue, P&L)
  • Settings (company-wide configurations)
  • Team management
  • Customer list (only customers with your assigned jobs)

Mobile app is primary interface for technicians

Daily Workflow

Morning: Before Leaving Home (10 minutes)

1. Check today's schedule:

  • Open Crewdex mobile app
  • Tap Jobs → My Jobs → Today
  • Review all jobs:
    • Customer name and address
    • Service type
    • Scheduled time
    • Estimated duration
    • Special notes

2. Plan your route:

  • Tap first job → Navigate
  • Or use map view to see all job locations
  • Plan most efficient route

3. Check truck stock:

  • Review parts needed for today's jobs
  • Common items on hand?
    • Capacitors (various sizes)
    • Contactors
    • Air filters (common sizes)
    • Refrigerant
    • Basic supplies (tape, wire nuts, etc.)

4. Load anything special:

  • Any jobs need specialty equipment?
  • Ladder? Vacuum pump? Gauges?
  • Check job notes for requirements

Arriving at Job Site (5 minutes)

1. Announce arrival:

  • Tap job → I've Arrived
  • Starts timer automatically
  • Customer gets notification (if enabled)

2. Customer greeting:

  • Ring doorbell, knock professionally
  • Introduce yourself: 
    "Hi, I'm Mike from [Company Name]. I'm here for your
9:00 AM appointment about the AC not cooling."
  • Show ID badge if required

3. Confirm the problem:

  • "Can you show me where the issue is?"
  • Listen carefully to customer description
  • Ask clarifying questions

4. Set expectations:

  • "I'll diagnose the issue first, then give you options and pricing before any repairs."
  • "It should take about 1-2 hours."
  • "I'll need access to [attic/basement/outdoor unit]."

During the Job (Main Work)

1. Diagnose thoroughly:

  • Test system operation
  • Check common failure points
  • Use diagnostic tools (multimeter, gauges)
  • Take photos of problem areas
  • See: Add Photos

2. Communicate findings to customer:

  • Explain in simple terms (no jargon)
  • Show them the problem (photo or physical)
  • Provide options (repair vs. replace)
  • Give pricing before starting work

3. Get approval:

  • "Option A: Replace capacitor for $185, or Option B: Full system replacement for $3,500. Which would you like to do today?"
  • Confirm verbally
  • Add note in app: "Customer approved repair option A"

4. Perform repair:

  • Work efficiently but carefully
  • Quality over speed
  • Follow safety protocols
  • Keep work area clean

5. Log parts as you use them:

  • Don't wait until end!
  • Tap job → Materials & Parts → + Add
  • Scan barcode or search inventory
  • See: Log Materials

6. Test and verify:

  • System running properly?
  • Check pressures, temperatures
  • Run for 10-15 minutes
  • Take photo of running system

Before Leaving Job Site (10 minutes)

1. Take after photos:

  • Completed work
  • System running (gauges, readings)
  • Clean work area
  • See: Add Photos

3. Add job notes:

  • Work performed summary
  • Parts replaced
  • Any issues found
  • Customer concerns or requests
  • See: Add Notes

4. Get customer signature (if required):

  • "Can you sign here acknowledging work completed?"
  • Customer signs on phone/tablet

5. Complete the job:

  • Tap Complete Job
  • Review checklist:
    • ✅ Materials logged
    • ✅ Photos taken
    • ✅ Notes added
    • ✅ Customer satisfied
  • Confirm completion
  • See: Complete Job

6. Collect payment (if required):

  • "Your total is $185. How would you like to pay?"
  • Cash: Get receipt, log in app
  • Check: Photo of check, log in app
  • Card: Process through app
  • Invoice later: "You'll receive invoice via email"

7. Clean up:

  • Remove all trash and old parts
  • Sweep area if needed
  • Leave site cleaner than you found it

Between Jobs (Drive Time)

1. Update next customer:

  • Tap next job → Send ETA
  • Or call if running late
  • Professional courtesy

2. Review next job details:

  • Read service notes
  • Check address
  • Parts needed?

3. Parts stop (if needed):

  • Do you have parts for next job?
  • If not: Stop at supply house
  • Log trip time in notes

End of Day (15 minutes)

1. Review completed jobs:

  • All jobs marked complete?
  • All parts logged?
  • All photos uploaded?
  • All notes added?

2. Sync offline work:

  • If worked offline (no signal)
  • Connect to WiFi
  • Let app sync everything

3. Tomorrow's prep:

  • Check tomorrow's schedule
  • Any special equipment needed?
  • Any parts to pick up?
  • Any early starts?

4. Restock truck:

  • What did you use today?
  • Reorder commonly used parts
  • Clean and organize truck

5. Log cash collected:

  • Report all cash to office
  • Photo of cash log
  • Deposit or turn in next morning

Mobile App Mastery

Home Screen Quick Actions

My Jobs Today:

  • See all today's jobs at a glance
  • Tap to open job details
  • Swipe left to mark complete

Notifications:

  • New job assigned
  • Schedule changed
  • Customer message
  • Office notes

Quick Add:

    • button (bottom right)
  • Quick log parts
  • Quick add photo
  • Quick add note

Job Details Screen

Customer Info:

  • Name, address, phone
  • Tap phone number to call
  • Tap address to navigate
  • Communication preferences (text vs. call)

Job Details:

  • Service type
  • Priority
  • Scheduled time
  • Estimated duration
  • Special notes

Quick Actions:

  • Call Customer: Tap phone icon
  • Navigate: Tap map icon
  • I've Arrived: Start timer
  • Complete Job: Finish and create invoice

Navigation & Map

Tap "Navigate":

  • Opens Apple Maps or Google Maps
  • Turn-by-turn directions
  • Traffic-aware routing

Map View:

  • See all today's jobs on map
  • Plan route visually
  • Closest job to your current location

Parts & Materials

Quick add from inventory:

  1. Tap + Add Part
  2. Start typing: "capac..."
  3. App suggests matches
  4. Select, adjust quantity
  5. Save

Barcode scanning:

  • Tap barcode icon
  • Point camera at part barcode
  • Auto-fills info
  • Fastest method

Custom part:

  • Not in inventory?
  • Tap Custom Part
  • Enter name, price, quantity
  • Mark "Add to inventory later"

Photos

Take photo:

  • Tap camera icon
  • Or use "Add Photo" button
  • Take multiple shots (different angles)

Organize photos:

  • Add description: "Bulging capacitor"
  • Tag: Before/After/Part/Problem
  • Share with customer? (check box)

Best practices:

  • Good lighting
  • Clear focus
  • Close-up of issue
  • Show context (wide shot then close-up)

Voice-to-Text Notes

Hands-free documentation:

  1. Tap note field
  2. Tap microphone on keyboard
  3. Speak clearly: 
    "Replaced AC capacitor 25 MFD 440V.
Customer reported no cooling for 2 days.
System tested, running properly.
Pressures 122 over 350."
  4. Review and save

When to use:

  • Driving between jobs
  • Hands dirty
  • Long detailed notes
  • Faster than typing

Mobile App Features for Technicians

Customer Communication in App

Navigate to: Job Details → Customer Info

Available actions:

  • Call Customer: Click phone number → Auto-dials
  • Text Customer: Click SMS icon → Opens messaging
  • View Communication Preference: See preferred contact method
  • Call History: View past calls/texts with this customer

Customer Notes Visible:

  • Special instructions ("Dog in backyard - friendly")
  • Access codes ("Gate code: #1234")
  • Equipment info ("Carrier AC, 2015 model")
  • Communication preferences ("Prefers text updates")

Price Quoting in App

Navigate to: Job Details → Quote Builder

Add line items:

  1. Tap + Add Line Item
  2. Search inventory: "capacitor"
  3. Select part with price
  4. Adjust quantity
  5. Add labor hours (auto-calculates labor cost)
  6. System calculates tax
  7. Shows total to customer

Approval in app:

  • Show customer total on screen
  • Customer can approve or decline
  • Mark: "Customer approved $185 repair"
  • Signature capture (optional)

Discount authority:

  • Technicians: Up to $50 discount (no approval)
  • Larger discounts: Request approval from office
  • System enforces limits

Issue Escalation

Navigate to: Job Details → Notes → Add Note

Flag for office attention:

  • Check: "Requires Office Review"
  • Select reason:
    • Customer refusing payment
    • Safety concern
    • Price dispute
    • Technical assistance needed
  • Office gets instant notification
  • They'll call you back within 15 minutes

Parts Management

Truck Stock Basics

Essential stock:

  • Capacitors: 5-80 MFD range (all sizes)
  • Contactors: 20A-40A (common sizes)
  • Thermostats: 2-3 popular models
  • Air filters: 16x20x1, 16x25x1, 20x25x1
  • Refrigerant: R-410A, R-22 (if servicing older units)
  • Supplies: Wire nuts, tape, zip ties, screws

Reorder points:

  • When you have only 1-2 left
  • Mark in app: "Reorder capacitors - low stock"

Using Inventory System

Taking parts from truck:

  • Log immediately in Crewdex
  • System auto-deducts from count
  • Marks reserved for job
  • When job complete: Auto-adds to invoice

Returning unused parts:

  • Don't log in job if didn't use
  • Returns to available inventory

Special orders:

  • Need part not in stock?
  • Create parts order from app
  • Track delivery
  • Assign to job when arrives

Performance Tracking

Metrics You Should Know

Jobs completed:

  • Daily/Weekly/Monthly totals
  • Compare to teammates
  • Goal: 3-5 jobs/day average

Average job time:

  • How long do jobs take you?
  • Goal: Complete within estimated time
  • Faster = more jobs = more money

Customer satisfaction:

  • Star ratings from customers
  • Goal: 4.5+ stars average
  • Reviews visible to future customers

Revenue generated:

  • How much sold this month?
  • Average invoice value
  • Upsell rate (maintenance plans, additional services)

View in app:

  • Dashboard → My Performance
  • See real-time stats

Improving Your Numbers

Complete more jobs:

  • Arrive on time
  • Work efficiently (not rushed)
  • Keep truck stocked (fewer parts runs)
  • Minimize drive time (plan route)

Increase customer satisfaction:

  • Professional appearance
  • Clear communication
  • Quality work
  • Leave site clean

Increase revenue:

  • Identify upsell opportunities
  • Offer maintenance plans
  • Suggest preventive replacements
  • Build trust (customers say yes more)

Safety First

Personal safety:

  • Proper PPE (gloves, safety glasses)
  • Lockout/tagout electrical
  • Fall protection (ladders, roofs)
  • Heat/cold awareness
  • Chemical handling (refrigerant)

Customer safety:

  • Red-tag unsafe equipment
  • Document hazards in notes
  • Notify customer of dangers
  • Never leave unsafe situation unresolved

Report immediately:

  • Any injuries (yours or customer)
  • Property damage
  • Safety hazards
  • Uncomfortable situations

A:

  • Update ETA in app (customer gets notification)
  • Or call customer directly
  • 30+ minutes late: Call, don't just text
  • Apologize, give accurate new time

Q: What if I don't have the part needed?
A:

  • Call supplier - can you pick up today?
  • If yes: Quote customer, get approval, complete today
  • If no: Quote customer, order part, schedule return visit
  • Document: "Waiting on compressor - ETA Jan 22"

Q: Customer wants discount - can I approve?
A:

  • Check your authority level
  • Small ($50 or less): Usually yes
  • Large ($100+): Call office for approval
  • Never promise refund without office approval

Q: How do I clock in/out?
A:

  • "I've Arrived" = clock in (starts timer)
  • "Complete Job" = clock out (stops timer)
  • Automatic time tracking per job
  • No separate time clock needed

Q: Can I see my pay/commission?
A:

  • Dashboard → My Earnings
  • See this week's totals
  • Commission on parts sold
  • Bonuses earned

Technician App Features

1. GPS & Route Optimization:

Navigate to: Jobs → Today → Map View

Features:

  • See all jobs plotted on map
  • Suggested route (optimized for distance)
  • Tap job → "Navigate" opens Google Maps
  • Real-time traffic routing
  • Estimated arrival time updates automatically

2. Photo Requirements:

Navigate to: Job Details → Photos

Required photos (configurable by owner):

  • Before photos (minimum 2)
  • After photos (minimum 2)
  • Parts replaced (close-up)
  • System running (gauges/readings)

System blocks job completion if photos missing

Photo features:

  • Auto-compress for faster upload
  • Offline mode (photos sync when online)
  • Add captions
  • Tag: Before/After/Part/Problem

3. Offline Mode:

Mobile app works without internet:

  • View scheduled jobs
  • Add photos (sync later)
  • Add notes (sync later)
  • Log parts (sync later)
  • Mark job complete (sync later)

When back online:

  • Tap "Sync Now" or automatic
  • All offline changes upload
  • Notification: "3 jobs synced"

4. Inventory Check:

Navigate to: Inventory → My Truck

Features:

  • See current truck stock
  • Low stock warnings (red badge)
  • Quick add from job (auto-deducts from truck)
  • Reorder alerts sent to office
  • Barcode scanning for fast logging

5. Performance Dashboard:

Navigate to: Profile → My Performance

Metrics visible:

  • Jobs completed (today/week/month)
  • Average customer rating (stars)
  • Revenue generated
  • Average job time
  • On-time arrival rate

Compare to team average

6. Time Tracking:

Automatic time tracking per job:

  • Tap "I've Arrived" → Timer starts
  • Tap "Complete Job" → Timer stops
  • Total time logged to job
  • Used for payroll/commission calculation
  • View time breakdown in weekly summary

Daily Tasks:

Customer Management:

Scheduling:

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