Getting started

Set up the business and take a job from booking to paid.

• Create your businessSign up, find your business on the register and start your free trial.
• The setup checklist and guided setupWhat to set up before your first invoice, and how guided setup walks you through it.
• Invite your crewAdd workers, office staff and other owners, and choose what each can do.
• Moving from another appWhat comes across from Tradify, Fergus, ServiceM8 or a spreadsheet, what stays behind, and the free setup call to do it with us.
• Bring in your data from another systemImport customers, sites, jobs, your price list and unpaid invoices from Tradify, ServiceM8, Fergus or a spreadsheet.
• Switch from Tradify or ServiceM8Bring your customers, price list, open jobs and the money customers still owe you across in one go.
• Connect XeroSend invoices to your books by themselves, and see payments come back.
• Take card payments onlineConnect Stripe so customers can pay an invoice by card from its link.
• Your logo, colours and invoice wordingMake quotes and invoices look like yours, and set how customers pay you.
• Your first job, from booking to paidA walk through one job end to end, so you see how the pieces fit.
• Ask the assistantAsk your assistant how to do something, or about your business, and get an answer with links.
• Get the assistant to do thingsAsk the assistant to make a job, book crew, add time, quote, invoice, send or record a payment. It shows you exactly what it will do, and nothing happens until you press Confirm.
• Take the tourA short walk around Crewzy with your assistant, and a quick look at new features when they arrive.