Help & Knowledge Base

How to Create and Assign a Job

Learn how to create a new job, fill in the details, and assign it to a technician — all in under a minute.

Using the Calendar for Appointments

Navigate the CrewBrix calendar, switch views, and manage appointments directly from the calendar screen.

Setting Up Recurring Jobs

Automate repeat service visits — weekly lawn care, monthly HVAC checks, quarterly inspections — with a single setup.

Attaching Photos and Notes to a Job

Document job conditions, capture before/after photos, and leave detailed notes that stay attached to the job record forever.

Using Job Templates

Create reusable templates for your most common jobs so technicians can book them in seconds with all the right details pre-filled.

Managing Job Status and Workflow

Understand every job status, what triggers each transition, and how the full lifecycle flows from booking to payment.

Tracking Materials and Job Costs

Log every part, supply, and expense against a job so your invoices are accurate and your job profitability is always visible.

Using the Dispatch Board (Mission Control)

Monitor your entire operation in real time — see who is where, catch scheduling conflicts, and resolve issues before they affect customers.

Creating an Invoice from a Completed Job

Turn a completed job into a professional invoice in seconds, with all labor and material line items pre-filled.

Collecting Payment in the Field

Accept credit cards, debit cards, or digital wallets on-site using your phone — no card reader required.

Sending Estimates to Customers

Create and send professional estimates before a job starts. Customers can approve with a tap, automatically converting to a job.

Setting Up Stripe Integration

Connect your Stripe account to accept card payments, manage payouts, and reconcile revenue — all within CrewBrix.

The Full Estimate Lifecycle

From first draft to signed approval to converted job — every step of the estimate workflow explained, including revisions and rejection handling.

Understanding the Billing Dashboard

Master every metric on the billing dashboard — from AR aging buckets to days sales outstanding — so you always know the health of your cash flow.

Managing Overdue Invoices

Find overdue invoices fast, send the right reminder at the right time, set up payment plans, and know when to escalate.

Tracking Job Expenses

Log every cost against a job — parts runs, fuel, subcontractor fees — then bill them back to customers or use them for profitability reporting.

Creating and Managing Customers

Add new customers, keep their contact details up to date, and organise your customer list so finding anyone takes seconds.

Viewing Customer History and Profile

See every job, invoice, payment, and communication for any customer — all in one place, going back to day one.

Customer Segmentation and At-Risk Tracking

Understand your VIP customers, identify who's at risk of churning, and take action before you lose them.

Sending Customer Satisfaction Surveys

Automatically collect feedback after every job, track satisfaction trends, and catch unhappy customers before they leave a bad review.

Customer Communication and SMS

Send texts directly from the app, track every conversation, and set up automated messages that keep customers informed without lifting a finger.

Managing Your Service Catalog

Build and maintain the master list of services you offer so every job, estimate, and invoice uses consistent, accurate pricing.

Creating Service Agreements and Contracts

Lock in recurring revenue with service agreements — annual maintenance contracts, ongoing support plans, and multi-visit packages.

Inviting Team Members

Add technicians, managers, and office staff to your CrewBrix account and control what each person can see and do.

Setting Up Technician Roles and Permissions

Fine-tune what your technicians can see and do — from viewing other techs' schedules to creating invoices and collecting payment.

Tracking Technician Time with Time Clock

Let technicians clock in and out on each job, then use the time data for payroll, billing, and job costing.

Crew Scheduling Best Practices

Proven strategies for keeping your crew fully booked, reducing drive time, and avoiding double-bookings.

Technician Daily Workflow

A complete guide to the mobile-first technician experience — from the morning day brief to clocking out on the last job.

Getting Started with AI Voice

Set up your AI phone agent to answer calls 24/7, qualify leads, and book appointments — even when your team is on-site.

Training the AI Copilot on Your Services

Teach the AI about your service catalog, pricing, and policies so it can answer customer questions accurately and quote correctly.

Using the Diagnostics Chat

Get instant AI-powered help diagnosing equipment issues, looking up error codes, and finding repair guidance in the field.

Understanding AI Credit Usage

Learn how AI credits are counted, what actions consume them, and how to manage your balance to avoid interruptions.

AI-Powered Scheduling with Calendar Composer

Let the AI build an optimised daily schedule — routing jobs by location, respecting technician skills, and flagging conflicts automatically.

Using the AI Report Builder

Ask plain-English questions about your business and get instant financial reports, trend analysis, and custom data exports.

Understanding Business Insights and KPIs

Learn what each metric on the Insights dashboard means and how to use your data to make better decisions about pricing, staffing, and growth.

Getting Started with Marketplace

Activate your Marketplace presence, set your service area and rates, and start receiving customer leads directly in the app.

Responding to Marketplace Leads

Work your Marketplace inbox efficiently — respond fast, qualify the lead, convert to a booked job, and track every conversation.

Setting Up Your Marketplace Profile

Build a Marketplace profile that wins customer trust — professional photos, accurate service descriptions, verified credentials, and strong reviews.

Connecting Your Calendar (Google / Apple)

Sync CrewBrix with Google Calendar or Apple Calendar so jobs appear on your device and personal events block off your schedule.

Porting Your Phone Number to CrewBrix

Move your existing business phone number to CrewBrix so the AI Voice agent handles all calls on your established number.

Managing Notification Preferences

Control which alerts you receive, how they're delivered, and what your customers are notified about automatically.

Data Export and GDPR Compliance

Export all your business data, submit data subject requests, and understand how CrewBrix handles data privacy under GDPR and CCPA.

Setting Up QuickBooks Integration

Connect CrewBrix to QuickBooks Online so invoices, payments, customers, and expenses sync automatically — no double entry.

Setting Up SMS Messaging

Get a dedicated business SMS number, configure opt-in compliance, and enable automated text messages for your customers.