Getting started with Crewato

Crewato brings quoting, scheduling, invoicing, and payments into one place. This guide gets you from sign-up to your first job.

Create your account

1. 1
   Go to the sign-up page and enter your name, email, and a password.
2. 2
   Check your inbox and click the confirmation link to verify your email.
3. 3
   Sign in — you'll be taken to set up your workspace.

Set up your workspace

The setup wizard walks you through three quick steps. Everything after the first can be skipped and finished later.

1. 1
   Create your workspaceEnter your business name and type, and confirm your country, time zone, and currency.
2. 2
   Add your business detailsYour address, phone, and website — these appear on your quotes and invoices. Optional; choose Set up later to skip.
3. 3
   Set up taxesPick your province to apply the correct sales tax automatically, enter a custom rate, or choose No tax. You can change this anytime.

Find your way around

The left menu is your home base — Customers, Quotes, Work Orders, Invoices, and more. The Finish setting up your business checklist on your dashboard points you to anything you skipped, like connecting payments or adding your logo.