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Video Tutorials

Step-by-step video guides for all major workflows

Overview

Watch step-by-step video guides showing exactly how to use Crewdex features. All videos include:

  • Real workflow demonstrations (not fake data)
  • Voiceover narration
  • Closed captions
  • Chapter timestamps for quick navigation

View All Tutorials → (opens full video library)

Getting Started (5 videos, 25 minutes total)

Learn the basics in under 30 minutes:

  1. First 5 Minutes - Quick tour and first login (5 min)
  2. Add Your First Customer - Contact info and communication preferences (4 min)
  3. Schedule Your First Job - From customer call to calendar (6 min)
  4. Complete a Job - Technician mobile workflow (5 min)
  5. Create an Invoice - Generate and send invoice (5 min)

Advanced Workflows (8 videos, 45 minutes total)

Master complex features:

  1. Job Templates & Pricing - Set up standard services (6 min)
  2. Parts Management - Track inventory and usage (7 min)
  3. Customer Portal Setup - Enable self-service (5 min)
  4. Team Member Permissions - Control who sees what (6 min)
  5. Map View & Routing - Optimize technician routes (5 min)
  6. Payment Processing - Accept cards with Stripe (6 min)
  7. Business Landing Page - Customize your public site (5 min)
  8. Audit Log Review - Track changes and troubleshoot (5 min)

Mobile App (3 videos, 15 minutes total)

Technician field guide:

  1. Mobile Job Management - Complete jobs on phone (6 min)
  2. Photo Upload - Take before/after photos (4 min)
  3. Offline Mode - Work without internet (5 min)

Trade-Specific Scenarios (Coming Soon)

Videos tailored to your trade:

  • HVAC: AC repair workflow, seasonal tune-ups
  • Plumbing: Emergency calls, drain cleaning
  • Electrical: Panel upgrades, outlet installation
  • General Contractor: Multi-day jobs, change orders

Video Creation Standards

For Crewdex Team (Internal):

Recording Setup

  • Software: Loom or QuickTime Screen Recording
  • Resolution: 1080p (1920×1080)
  • Frame rate: 30fps
  • Aspect ratio: 16:9 (landscape)
  • Audio: Clear voiceover, no background noise
  • Length: 3-7 minutes per video (max 10 min)

Content Guidelines

Script from scenarios:

  • Use scenarios from /docs/video-scenarios/
  • Follow actual user workflows (no shortcuts)
  • Use real business names (not "Acme HVAC")
  • Show realistic data ($1,200 invoice, not $10)

Narration style:

  • Professional but conversational
  • Address user as "you" (not "one should...")
  • Explain WHY, not just WHAT (e.g., "We set Net 30 terms because most commercial customers expect that")
  • Pause between steps (viewers need time to process)

Visual clarity:

  • Zoom in on UI elements being clicked
  • Highlight cursor with yellow circle (Loom feature)
  • Show full navigation path (don't jump to final screen)
  • Include error examples (show what NOT to do)

Post-Production

Upload:

  • Host: Vimeo Pro (not YouTube - unlisted videos)
  • Title format: Crewdex Tutorial: [Feature Name]
  • Description: Include timestamps for chapters
  • Tags: Feature name, user role, difficulty level

Transcripts:

  • Generate with Otter.ai or Rev.com
  • Include timestamps every 30 seconds
  • Format for searchability (add to help page text)
  • Sync with video chapters

Embedding:

  • Add video player to /tutorials page
  • Link from help pages: **[Watch: Schedule a Job →](/tutorials/schedule-job)** (6 min video)
  • Include thumbnail preview

Searchable Transcripts

All videos include full transcripts with timestamps for search and accessibility:

Example:

[00:00] Welcome to Crewdex! Today we'll schedule your first job.
[00:15] Click "Jobs" in the left sidebar...
[00:45] Select your customer from the dropdown...
[01:20] Choose a job template. This pre-fills pricing...

Feedback & Requests

Missing a video you need?

Contact [email protected] with:

  • Feature or workflow you'd like to see
  • Your trade (HVAC, plumbing, electrical, etc.)
  • Specific questions you have

We prioritize videos based on:

  • Number of support requests for that feature
  • User role (owner vs technician)
  • Feature complexity (harder features get videos first)

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