User guides

How to use CrewBook and CrewQCI.

Every page of each app explained step by step, in the order you'll meet it — with a troubleshooting section for the days something doesn't behave. Read online, search for the bit you need, or take the whole guide away as a PDF.

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Two guides, one for each app.

CrewBook user guide

Running the whole firm day to day: the calendar and Day View, crews and WhatsApp briefs, holidays, wages, expenses and mileage, purchase invoices, job costing — and the built-in QCI sales area.

Getting set up, inviting your team and access tiers
Scheduling: Calendar, Day View, the live job map
Workers, holidays, wages, petty cash and mileage
Purchase invoices, Costings and the money pages
Integrations: WhatsApp, SharePoint, Google Drive backups
Troubleshooting and FAQ

Read the guide Download as PDF

CrewQCI user guide

The commercial side from enquiry to cleared payment: leads, quotes and contracts, invoicing with CIS reverse charge, applications for payment, retentions — and credit control that chases the money for you.

Getting set up and inviting your team
Leads, quotes, contracts and prospecting
Invoices, credit notes, proformas and applications
Retentions, reports and insights
Credit control: chasing, statements and credit limits
Troubleshooting and FAQ

Read the guide Download as PDF

Stuck on something the guide doesn't cover?

Email Peter and he'll sort it — and the answer usually ends up in the guide for the next person.

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