Getting Started Videos
How to Join the CrewDone Trial from outside of Australia
1. Go to www.zoho.com/r/signup.html and Change Country to Australia to create your Zoho account 2. Sign in with the email you used to register for the trial 3. You will see confirmation of your new account 4. Check your email for a link to verify ...
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 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 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 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 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 ...