Welcome to CrewDone — Managing Your Enquiries Made Simple.
In this video, we’ll show you how to capture, track, and manage new enquiries seamlessly using CrewDone. From the moment a lead comes in, you’ll see how easy it is to record details, assign follow-ups, and keep your pipeline organised — all in one place. Whether the enquiry arrives through your website, phone, or email, CrewDone ensures nothing slips through the cracks, so you can respond faster and convert more leads into booked jobs.
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How to Manage the Accounts Module
Keep your business relationships organised with CrewDone. In this video, we’ll guide you through how to manage the Accounts module in CrewDone — your central hub for storing and organising key company information. You’ll learn how to add and update ...
How to Manage the Dashboards and Home Page
Get a clear snapshot of your business with CrewDone’s Home Page and Dashboards. In this video, we’ll show you how to personalise and navigate your home page, so the information that matters most is front and centre. You’ll learn how to use dashboards ...
How to manage users
1. Click the Settings icon to access system and admin options 2. Navigate to Users under the General section to manage user accounts 3. Use the dropdown to switch between user accounts 4. Click New User to add someone to your team 5. Enter the new ...
How to Manage Your Jobs
Stay on top of every job with CrewDone. In this video, we’ll show you how to manage your jobs from start to finish — all in one place. You’ll learn how to create and update job records, assign team members, track progress, and keep all the details ...
How to Manage the Contacts module
Keep track of every person you work with using the Contacts module in CrewDone. In this video, we’ll walk you through how to manage your contacts — from adding new people and updating their details to linking them with accounts and jobs. The Contacts ...