How can we help?
Step-by-step guides for running your jobs, crew and invoices.
Signed in? Ask Chippy, the help assistant, in the app.
Getting started
Set up the business and take a job from booking to paid.
All 14 articlesCommon questions
Quick answers to what people ask most, each with a link to the full guide.
- How do I get started?
- Can I switch from Tradify or ServiceM8?
- How much does it cost?
- Do I pay for each worker?
Jobs and the schedule
The board, the list, repeating jobs and booking the crew.
All 11 articlesProjects
Bigger work split into stages, each with a budget.
- Start a project
- Find your way around a project
- Build the stages and budget
- Quote a project and agree the contract
The crew app
What your crew see on their phones, online or off.
All 14 articlesQuotes
Price the work, send it, and turn a yes into a job.
All 8 articlesInvoices and payments
Invoice the work, get paid online and chase what is late.
- Invoice a finished job
- Charge each person at their own rate
- Create an invoice without a job
- Send an invoice
Recurring invoices
Bill the same thing every month or year, by itself.
- Set up a recurring invoice
- How recurring invoices are made
- Paying by saved card
- Pause, skip or stop a recurring invoice
Suppliers, orders and bills
Order from suppliers, and turn their bills into job costs.
Customers and resources
Customers, the price list, vehicles and equipment, and documents.
All 6 articlesAssets
The units you look after at customers’ sites, and the jobs that worked on them.
- The asset register
- Link assets to a job and record the work
- Asset types, their fields and the model library
- Add an asset from a nameplate photo
Timesheets, reports and Home
Hours worked, what each job made, and your home page.
All 5 articlesSettings
Your business details, messages, money, data and the menu.
All 24 articlesTroubleshooting
When something does not go through, and who can do what.
- Roles and who can do what
- I cannot see something in the menu
- Something did not reach Xero or a head contractor
- A customer's payment did not go through
Still stuck? Email support@crewzy.com.au and tell us what you were doing, with the reference from any error message.