Support

Price the work and get it approved. An approved quote becomes a job.

1. Tap + in Jobs. Pick a client, then tick items in your Price Book and tap Add, or type your own.
2. On Review & Sign, tap Hand to Customer to Sign, or send the estimate as a PDF.
3. Customer approved by phone or text? Tap Save as Approved. No signature needed.
4. Once signed, the price is locked. Added work goes on a change order.
5. Technicians can tap Found more work? on a job. It shows in Jobs under Needs your attention: add prices, then send.

For technicians

• Found more work on a job? Tap Found more work? to send photos and a note to your owner, who adds the prices. If prices are locked, items you type are priced by your owner too.

Ask for money up front, collect the rest, and always see what's left.

1. On Review & Sign, choose a deposit: None, 25%, 50% or Other %.
2. Collect payment shows a QR code or link for what's due now: the deposit, half, the full balance or another amount.
3. Got paid? Tap Record Payment, choose how they paid and add a photo of the check if you like.
4. Each payment lowers the balance. Set up how customers pay you in Settings → Getting paid.

For technicians

• Each payment lowers the balance. Your owner sets up how customers can pay.

Put the work on your calendar and let customers know you're coming.

1. Open a job and tap Schedule to pick the day, start time and length.
2. Switch Jobs to Schedule to see the month or the week, and tap a day for its jobs.
3. Add the job to your phone's calendar, or text the customer On My Way.
4. Paid isn't done: you can reschedule until the work is marked complete.

For technicians

• Your owner schedules your jobs. Open a job to see its day and start time.

Track time on site, for you and your crew.

1. On an active job, tap Clock In when you start and Clock Out when you leave. Each entry shows where you clocked in and out (a small map on iPhone and iPad); tap it to open Maps.
2. Hourly and daily jobs count everyone's time. A Price Book item priced per hour or per day sets the rate. Tap Bill Actual Time to put it on the bill.
3. On a flat-price job, time is for your records and never changes the price. Someone forgot to clock out? The owner opens the job, taps ⋯ on that person's running time and chooses Clock Out. The same hours can't be logged twice for one person.
4. With Small Team, invite technicians in Settings → Crew and assign them jobs. Signed in, they join from their own phone with your code and their work syncs back to you.
5. Log parts with Add Item Used. When the work is done, the job shows in Jobs under Needs your attention so you can bill them.

Keep every purchase with a photo of its receipt.

1. Tap + in Money, or Add Receipt on a job.
2. Start with the photo: the phone reads the store, the total (tax included), the sales tax and the date. Check them before you save.
3. A crew member paid? Under Who paid?, choose A worker. It stays in Owed to workers until you mark it paid back.
4. Receipts linked to a job show on that job, so you can see what it cost.

For technicians

• On a job, tap Add Receipt.
• Paid with your own money? Under Who paid?, choose A worker so your owner can pay you back.

See what came in, what's owed and what you spent.

1. Money shows payments received and expenses by month, quarter or year.
2. Still owed to you lists every unpaid balance. Tap it to see who owes.
3. Sales Tax shows the tax your customers paid you. It isn't your income.
4. Export an Income & Expense Summary or a spreadsheet for your records (Solo Pro and Small Team).
5. Lots of purchases in a period? Tap Show all, then search by store, category, job, client or amount.

Bill another contractor for your time and purchases.

1. If you also work for other contractors, turn on Contractor Work in Settings.
2. In a new quote, set Work for to Contractor. It's saved as active work, with no tax, deposit or signature.
3. Receipts on that work are billed at cost. Turn Bill to contractor off for any you keep, then tap Bill receipts to contractor.
4. Share the Work Summary: labor, work and reimbursed purchases, with the amount owed.

Everything about a customer in one place.

1. Tap + in Clients to add a client. Their address is the billing address.
2. Add a job site when the work is somewhere else, with access notes and a site contact.
3. Keep equipment on file with model, serial number and photos. Each unit shows its service history.
4. Tap New Quote on a client to start a quote for them.

Keep the same records on all your devices.

1. Settings → Account → Sign-in options → Continue with Email, then type the six-digit code from the email. A new email address creates your account.
2. The first time, choose Upload this phone's records or Start with an empty company. Sample records are never uploaded. To join a crew instead, tap “Joining a crew?” and enter your invite code.
3. Changes save on this device first and sync when you're online. Settings → Account shows when it last synced; tap Sync Now any time.
4. On your other phone or tablet, choose “I already have an account” when CrewBinder first opens (or sign in from Settings → Account) to get the same records there.

For technicians

• Technicians: tap the invite link from your owner, or choose “I’m joining my crew” when CrewBinder first opens (later: Settings → Crew → Join a Crew) and enter the code. Jobs assigned to you arrive; your time, items, photos and receipts go back to your owner.

Keep your clients, jobs and payments private if someone picks up your phone.

1. Settings → App Lock → turn on Require Face ID (Touch ID, fingerprint or your passcode on other phones). You confirm once to turn it on.
2. CrewBinder then asks when it opens, and when you come back after the time in Require after (1 minute unless you change it).
3. If Face ID doesn't recognize you, use your phone's passcode. Cancelled by mistake? Tap Unlock.
4. In the app switcher CrewBinder shows its logo instead of your screen. Links and widgets open right after you unlock.

Your language, your documents and where your records are kept.

1. CrewBinder follows your phone's language. To change it just for CrewBinder, go to your phone's Settings → CrewBinder → Language (Android: Settings → Apps → CrewBinder → Language).
2. Quotes, invoices and summaries are always in U.S. English.
3. Your records are saved on this phone first. Sign in to sync them with your company (see Sign in & sync), and keep copies of the PDFs you need.
4. Photos you take with the camera are also saved full size to a CrewBinder album in Photos, if you allow it.
5. Updates come from the App Store (Google Play on Android). When a newer version is out, About & Help shows it under the version number.