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 organised. CrewDone gives you a clear view of what’s scheduled, what’s in progress, and what’s complete, so you can deliver work on time, avoid mistakes, and keep your crew and clients in the loop every step of the way.
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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 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 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 ...
How to manage card/kanban views and track records
1. Select the module you would like to view 2. Click on a "contact" card to access detailed information and history 3. Navigate to the Accounts tab to manage and review account-level data 4. Select an account card to dive into client account details ...
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 ...