How can we help?
Answers to the questions crews ask most. Can’t find what you need? Email us — a real person will get back to you.
Getting started
What is Crew-Desk?
Crew-Desk is field service management software for small trade crews. It's one app for customers, jobs, scheduling, invoicing, online payments, and SMS reminders — built to run from the phone in your pocket.
How do I create my first job?
Hit New Job on the Jobs page and pick the customer (or add a new one), or open a customer and hit New Job right from their page. Each job can hold one or more visits you schedule on the calendar and assign to a crew member.
Is there a free trial?
Yes — every plan starts with a 14-day free trial, and you can cancel anytime. Start one from the Get Started button in the top navigation.
Jobs & scheduling
What's the difference between a job and a visit?
A job is the whole piece of work for a customer. A visit is a single scheduled appointment on that job — a job can have several visits, each with its own date, time, and assigned technician.
How do I assign work to my crew?
Work is assigned when you schedule a visit. Add a visit from the job (Add Visit) or from the Dispatch board, pick the day and time, and choose the crew member to assign it to. Technicians see every job they're assigned a visit on, plus any jobs they created themselves; admins see everything and can plan the day from the Dispatch board.
Can technicians create jobs?
Yes. Technicians can add customers and create draft jobs. Admins can then review, schedule, and send them out.
Invoicing & payments
How do customers pay online?
Send an invoice and your customer gets a secure link to pay by card through Stripe. Once you've connected a Stripe account under Payments, the money goes straight to your bank.
Can I record a cash or check payment?
Yes. On any invoice you can record a manual payment — cash, check, or bank transfer — so your totals stay accurate even when a customer pays you in person.
Do I need a Stripe account to use Crew-Desk?
Only if you want to accept card payments online. You can still create invoices and record manual payments without connecting Stripe.
SMS reminders
How do SMS reminders work?
Crew-Desk can text your customers about their appointments and send them invoice and payment links. You control which events send messages from Notification Settings.
Can customers opt out of texts?
Yes. Customers can reply STOP to opt out and HELP for help at any time, in line with our Messaging Terms. Message and data rates may apply.
Account & billing
What's the difference between an admin and a technician?
Roles are set per person on your team. Admins manage the account, billing, dispatch, and messaging; technicians focus on their jobs and visits in the field.
How do I change or cancel my plan?
Admins can manage the subscription from Account Settings. Plans are month-to-month and you can change or cancel anytime — see our Terms for refund and cancellation details.
How do I invite my crew?
From the Team page, invite each crew member by email and choose their role. They'll get a link to set a password and join your account.