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 to track enquiries, jobs, finances, and team performance in real time. By customising your view, you can quickly spot trends, stay on top of priorities, and make smarter decisions — all from one central hub.
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How to use the Home page and Dashboards
1. Start by launching your Home page 2. Here you can view different metrics and click on the parameter to view more details 3. Click Today's Enquiries to review fresh leads and respond promptly 4. View My Next 7 Days + Overdue Tasks to quickly ...
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 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 Enquiries
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 ...
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 ...