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Welcome to Crewdex's task-based help center. Find answers to "How do I...?" questions organized by what you're trying to accomplish, not by software features.

🎯 Quick Start

New to Crewdex? Start here based on your role:

  • Business Owner? → Owner's Guide - Daily/weekly/monthly workflows for managing your business
  • Technician? → Technician's Guide - Complete your jobs efficiently from mobile
  • Office Admin? → Admin's Guide - Scheduling, customer service, invoice management

📚 Browse by Task Category

📅 Scheduling & Calendar

When you need to manage appointments and technician schedules:

Common questions:

  • How do I schedule an emergency same-day job?
  • Can I assign multiple technicians to one job?
  • What do the different calendar colors mean?
  • How do I print a technician's daily schedule?

👥 Customer Information

When you need to manage customer profiles and contact details:

Common questions:

  • How do I merge duplicate customer records?
  • Can I import customers from a spreadsheet?
  • How do I track multiple properties for one customer?
  • What's the best way to organize customer notes?

💰 Getting Paid

When you need to bill customers and track payments:

Common questions:

  • How do I accept credit card payments online?
  • Can I set up automatic payment reminders?
  • What if a customer pays in multiple installments?
  • How do I handle a bounced check?

🔧 Job Details & Documentation

When you need to document your fieldwork:

Common questions:

  • Can customers see the photos I take?
  • How do I log warranty parts that are free to the customer?
  • What happens automatically when I complete a job?
  • Can I use voice-to-text for job notes on mobile?

💼 Quotes & Estimates

When you need to propose work and close sales:

Common questions:

  • How long should quotes be valid?
  • Should I offer multiple pricing options?
  • When should I follow up on a quote I sent?
  • How do I handle "your price is too high" objections?

🔍 Search Tips

Can't find what you're looking for? Try searching by:

What you're trying to do:

The problem you're having:

Your role:

💡 Recommended Paths

New Business Owner (Just Getting Started)

Week 1: Setup

  1. Configure company settings (logo, tax rate, payment terms)
  2. Add your first customers
  3. Create your first job
  4. Complete job and invoice customer

Week 2-4: Daily Operations

  1. View calendar daily - manage schedule
  2. Track unpaid invoices - improve cash flow
  3. Create quotes - grow your business
  4. Follow up on quotes - close more sales

Month 2+: Growth & Optimization

  1. Review Owner's Guide for weekly/monthly workflows
  2. Hire your first technician (Technician's Guide )
  3. Set up automations (invoice reminders, review requests)
  4. Analyze reports to make data-driven decisions

New Technician (First Day on the Job)

Morning: Before First Job

  1. Download Crewdex mobile app
  2. Log in with credentials from owner
  3. Check today's schedule
  4. Review customer info and job details

During Jobs:

  1. Tap "I've Arrived" to start timer
  2. Take before photos of problem
  3. Log parts as you use them
  4. Take after photos of completed work
  5. Add job notes with details
  6. Complete job when finished

End of Day:

  1. Review all jobs marked complete
  2. Ensure all parts logged, photos uploaded, notes added
  3. Check tomorrow's schedule
  4. Full guide: Technician's Guide

New Office Admin (First Week)

Day 1: Learn the Schedule

  1. Navigate the calendar - understand views and colors
  2. Book practice appointment - create test job
  3. Assign to technician - dispatch workflow
  4. Reschedule job - handle changes

Day 2-3: Customer Management

  1. Add new customers - data entry best practices
  2. Search for customers - quick lookup methods
  3. Update customer info - keep data accurate
  4. Set communication preferences

Day 4-5: Invoicing & Payments

  1. Create invoices - billing workflow
  2. Send invoices - delivery methods
  3. Record payments - payment processing
  4. Track unpaid - collections follow-up

Week 2+:

  • Review Admin's Guide for complete daily workflow
  • Master phone answering and customer service
  • Learn quote creation and follow-up

🎓 Training Resources

Video Tutorials:

Role-Based Guides:

Support:

  • Email: [email protected]
  • Phone: 1-800-CREWDEX (M-F, 8 AM - 8 PM EST)
  • Live Chat: Available in app (bottom right corner)

🚀 Popular Articles

Most viewed this month:

  1. How to Send an Invoice - 2,847 views
  2. Complete a Job - 2,134 views
  3. Book an Appointment - 1,923 views
  4. Track Unpaid Invoices - 1,687 views
  5. Follow Up on Quotes - 1,502 views

📱 Mobile vs. Desktop

Best on mobile (technicians in field):

  • Complete jobs and mark arrived
  • Log materials and take photos
  • Add notes (voice-to-text)
  • View today's schedule
  • Navigate to customer locations

Best on desktop (office/owner):

  • Schedule and dispatch jobs
  • Create detailed quotes
  • Review reports and analytics
  • Bulk operations (email campaigns)
  • Settings and configuration

Both work everywhere - use what's convenient!

❓ Still Need Help?

Can't find your answer?

  1. Search this help center - Use search bar (top right) with natural language:

    • "How do I schedule a job?"
    • "Customer didn't receive invoice"
    • "Change appointment time"

  2. Check role-based guides:

  3. Contact support:

Last Updated: February 1, 2026
Have feedback on these help docs? Email us: [email protected]

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