CrewCor help guide
Use this guide when you are new, switching roles, or trying to remember where a piece of work belongs.
A plain-language tour from client request and quote through scheduling, field work, closeout, billing, and reporting.
Read guideReview client requests, fill in missing details, create a new job, or update an existing job without losing the original request.
Read guideBuild pricing, add pass-through costs, send a quote, track revisions, and turn an approved quote into a job.
Read guideKeep contacts, site access, scope, files, purchase orders, and job history together in the records your team uses every day.
Read guidePlan dates and times, assign crew, handle conflicts, communicate changes, and use field mode for a focused technician view.
Read guideFind today’s work, review site and safety details, complete the job, record hours, and submit closeout photos and notes.
Read guideUnderstand automated client emails, calendar invites, inbound email, the outbox, and where to check delivery history.
Read guideMove completed work toward invoicing, review time, manage billing details, and keep office-only financial information protected.
Read guideUse operational health, reporting, and to-dos to see what needs attention and keep work moving.
Read guideConfigure services, numbering, storage, communications, team access, calendars, and your account settings.
Read guideSearch by job, quote, request, PO, client, or site—and now search this help guide from the same field.
Read guideCrewCor connects the whole install lifecycle. A request or quote becomes a job; the job carries the site details, files, schedule, crew, safety information, and billing context; the field team closes it out; the office follows through on invoicing and reporting. Each role sees the information needed for their work.
Open Requests to review incoming work. Complete the missing client, site, scope, timing, and file details, then create a new job or update an existing one. For repeat work, use Return Trip or Day 2 so the new visit stays linked to the original project.
Open Quotes to create a quote from the real scope. Choose the pricing method, add line items and pass-through costs, review the client-facing totals, and send it. Approved quotes can be converted into jobs; revisions keep a clear history instead of overwriting the previous version.
The job record is the source of truth after work is booked. Keep the client and site contact, address and map link, access notes, scope, PO, files, safety requirements, crew, and billing details together. Clients and sites preserve history so repeat work starts with context.
Use Schedule for the calendar view and Dispatch for the crew-facing day plan. Assign the date, time, crew, access conditions, PPE, and after-hours details. Changes notify the people who need the updated plan. Field mode trims the office interface down to the work a technician needs.
Technicians open their assigned work from Field mode or the tech view. Review the address, access, scope, files, and safety requirements before leaving. On site, record hours and notes, complete any FLHA, upload completion photos, and submit closeout. Office-only billing details remain separated.
Outbox shows messages sent by CrewCor and their delivery history. Inbound email keeps incoming project messages connected to the office workflow. Job changes can send calendar invites, and client-facing quote, scheduling, closeout, and photo messages use the company brand configured in CrewCor.
Review submitted hours in Timesheet, complete office billing details on the job, and use the billing or QuickBooks connection when your company has it configured. Financial information is restricted to the roles and permissions that need it.
The dashboard highlights the next actions. To-dos collect follow-ups. Health surfaces operational gaps. Reporting helps owners and permitted team members understand workload, completed work, time, and revenue trends.
Owners use Setup for company information, services, numbering, quoting, communications, storage, team permissions, and integrations. Account contains personal settings. Give each person the least access they need; technicians should not receive office-only financial or project files.
The top search field finds jobs, quotes, requests, purchase orders, clients, sites, and help topics. Search by a number, name, address, or a distinctive phrase. If you do not see the search field, your role may not have office search access.
Still stuck? Email CrewCor support.