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Crewmatik
SETUP WIZARD
Step 1 of 5
Business Info
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⚡ OFFLINE MODE — All changes saved locally and will sync when reconnected
Crewmatik
Field Management · Sign In
Who are you signing in as?
🛠️
Admin
Full access
👤
Technician
My jobs only
Enter your PIN
Crewmatik
A
Admin
All access
Invoices0
🔴 Overdue Invoices
New Invoice
Technician
Client
Invoice Details
Payment Tracking
Pending
Paid
Partial
Overdue
Opens your Square app to take the card in person, then records the payment here.
Line Items
Parts & Labor breakdown
Always recorded internally for reporting
Discount & Tax
$0.00
Job Photos
Customer Signature
Notes & Terms
Invoice Sections▼
Toggle sections on/off. Changes appear instantly in the preview and print.
Business LogoON
Technician NameON
From (Your Info)ON
Bill To (Client)ON
Issue & Due DatesON
Payment Status BarON
Discount RowON
Tax RowON
Job PhotosON
Signature BlockON
Notes & TermsON
DisclaimerON
Thank You BarON
Estimates0
New Estimate
Technician
Your Business
Client
Estimate Details
Status
Draft
Sent
Accepted
Declined
Line Items
Discount & Tax
$0.00
Notes & Terms
Jobs0
Inventory0
Tasks0
New Task
Clients0
Technicians0
Commission Tiers (optional)
Override the base % for different job values
Publish
⚡ Auto-Publish
Auto-generates & publishes a blog post every time you save a paid invoice
Post Style:
WordPress not configured
⚙ WordPress Connection
Generate in WP Admin → Users → Application Passwords
Paste your Google Business review link here
Paste your GBP manage URL — tap Open to go straight to your profile
Generated Post
Bookings0
Customer Booking Page
No pending bookings New requests will appear here instantly
⚙ Booking Settings
Default 5 — applies globally across all techs
Choose which send options customers see on the booking page
🚫 Blocked Brands (Global)
Customers selecting these brands see a "please call us" message instead.
🚫 Blocked Appliances (Global)
These won't appear in the service menu on the booking page.
📍 Allowed Service Zip Codes
Leave blank to accept all areas. Customers outside these zips see a "call us" message.
🗓 Blocked Dates
These dates show as unavailable on the calendar.
Per-technician rules override global settings. Leave blank to use global rules.
Marketing
📣 Campaign Type
👥 Audience
Recipients 0
✍️ Message
0 chars
Preview (first recipient)
🚀 Send
Referrals0
0
Codes Issued
0
Codes Used
0
Referrals
$0
Credits Owed
Customer
Your Business
$20 OFF
Your Next Appliance Repair
YOUR CODEDC-0000
✓ Valid on repairs over $150 · Share with friends & family
✓ One-time use · Expires in 6 months
✗ Not valid on diagnostic fees
💰 REFER & EARN
Friend uses your code → they get $20 OFF You earn $10 credit toward your next repair
🎟 Create Coupon
Create a custom coupon for existing customers
Default Referral Rules
Settings
🗂 Service Catalog
Manage categories, services, and the issue list for each service. Changes appear immediately in the job form.
Add Category from Google Business
Add Custom Category
🎨 Appearance
Accent Color
Primary color used throughout the app
Dark Mode
Switch the app to a dark theme
App Name
Shown in the browser tab and PWA
Theme Color
Accent color for buttons, nav, and highlights
🏢 Business Profile
Business Name
Phone
Email
Address
Website
🧾 Invoice Defaults
Invoice Number Prefix
e.g. INV-, #, DC-
Default Tax %
Pre-filled on new invoices
Default Payment Terms
Default Warranty Text
Added to invoice notes automatically
🔔 Notifications
Review Request After Invoice
Prompt to send review link after saving invoice
Review Request After Job Complete
Prompt after marking job as completed
"On My Way" Auto-SMS
Auto-send text when tapping Start on a job
Overdue Invoice Alert (days)
Show badge after this many days past due
Google Review Link
Google Business Profile URL
Tap Open to go straight to your GBP
Google Rating
Shown on customer review page to anchor 5 stars
📅 Online Booking
Customers book online → you get the details by SMS. Share the booking link on your website and Google profile.
Booking Page
Your unique booking URL (share this link)
Receive Bookings Via
SMS sends booking details to your phone number
Booking Phone (receives SMS)
Your number — customer bookings are texted here
Services Offered
Comma-separated — shown on booking page
🔗 Integrations
WordPress URL
WordPress Username
WordPress App Password
Firebase API Key
Required for online booking & real-time notifications
Square Application ID
For "Charge Card with Square" — from developer.squareup.com (your Square app's Application ID)
📲 Install App
Install Crewmatik on this device for a home-screen icon, full-screen view, and offline access.
💾 Data & Import / Export
Export
Import
Wipes all data on this device. Requires typing DELETE ALL to confirm.
🌐 Industry Data Sharing
Share anonymized diagnostic data
When enabled, your job data (brand, model, symptom, parts used, outcome) will be shared anonymously to help build collective knowledge across all shops using this app. In exchange, you'll see pooled insights — "most common failures by brand+model," "most-replaced parts per symptom," etc. — directly inside the job modal.
Never shared: customer names, addresses, phone numbers, prices, your business name. Only the diagnostic facts.
🚧 Coming soon — this feature is in the planning phase. Currently your data stays 100% local on your device. The "Same Model — Past Jobs" panel inside each job already uses your shop's own history. Once enough shops opt in, this toggle will activate the cross-shop pool.
How it will work: Reciprocal. Shops who opt in to share their anonymized data get access to the pooled insights from all other contributors. Opting out is always available — your past contributions stay anonymized in the pool, but no new data is sent.
🩺 Self-Healing Diagnostics
✅ All data stores healthy
Finance
My Tax Deductions
💡 Track business expenses for your Schedule C tax deduction. These are personal — not visible to your company.
My Transactions
$0
Revenue
$0
Expenses
$0
Net Profit
$0
Outstanding
Transactions
No transactions yet — tap Add Transaction
Revenue by Month
Payment Breakdown
Reports
Invoice Aging
Current
1–30 Days
31–60 Days
60+ Days
$0
$0
$0
$0
Technician Earnings · 1099 Report
💡 Highlights subcontractors paid $600+ (1099-NEC threshold). Tap a tech for breakdown · 1099 CSV for IRS · Statement CSV/PDF for the contractor
A
Admin
All access
$0
Overdue Invoices
0 invoices
⚠️
0
Parts Needed
Waiting on parts
🔧
This Week
👤Filtered to —
⚡
0 BOOKINGS AWAITING REVIEW
Customer requests need your response
📅 Jobs Past Due
⚠️ Overdue Invoices0
Today's Jobs
Online Bookings
Upcoming Jobs
Recent Activity
My Finance
Crewmatik
Your Business
Schedule View
SuMoTuWeThFrSa
New Job
Service
🔧Same Model — Past Jobs0▾
Customer
Customer History
Tenant Phone
Property Manager Phone
Scheduling
⏱ Clock Override
Edit actual clock-in/out times for hourly pay
Priority
Recurring
Off
Add Part
Stock Levels
Each tech's truck stock is tracked separately
✅ Job Complete — Quick Check
Before you leave, confirm these steps:
Add Transaction
📅
New Booking Request!
Waiting for your approval
Invoice Saved ✓
Request a Google review?
Sends a text message with your review link to the customer
Add New Client
Contact Info
Additional Contacts
Properties
Add one or more service addresses for this client.
Book your appliance repair in 30 seconds. We'll confirm by text.
⭐ 5.0 Rated🛡️ 90-Day Warranty⚡ Same-Day
What needs repair?
Book Your Repair
Fill in the details — we'll text you to confirm
By booking you agree to receive a confirmation text.
✅
Booking Request Sent!
We'll text you to confirm your appointment. If you don't hear back within 1 hour, call us.