How to Join the CrewDone Trial from outside of Australia

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• An Overview of CrewDone

  Welcome to CrewDone — the smarter way to run your trade business. In this short overview video, we’ll walk you through how CrewDone streamlines quoting, scheduling, job management, and invoicing — all in one simple Zoho-powered system. Whether you're ...

• How to Customise Canvas Views in CrewDone

  1. Start by selecting the a module that you would like to customise: 2. Click on on the detailed view of the card: 3. Navigate to the bottom of the detailed view and click edit: Please note that you will not be able to edit the CrewDone canvas view ...

• How to Customise Fields in CrewDone

  1. Identify the module and fields you would like to customise 2. Go to Modules and Fields to customise the fields 3. Select the module name 4. Select the layout 5. Select the field you would like to add 6. Edit the field name 7. Drag additional ...

• How to Create an Email Signature in CrewDone

  1. Head to system settings to setup your email signature 2. Select Email under Channels to manage email options 3. Click Add New Signature 4. Pick the sender address so the right signature appears on your emails 5. Use the formatting toolbar to ...

• How to Create and Send Estimates & Invoices in CrewDone

  1. Start by selecting the Jobs module: 2. Select the specific job card you wish to add a quote or invoice to 4. Navigate to the Finance section: 5. On the Finance tab, access more quote options to swiftly manage or initiate new quotes for this job 6. ...