Your account with your service company

Send this page to your clients

Business owners: this page is written for your clients. Send them crewtavo.com/docs/clients/for-your-clients/ with their first quote or invoice, or put it on your website. For how the Hub works on your side, see The Client Hub.

Your service company sends you quotes, invoices and visit times through a page made just for you. This guide explains how to use it.

Crewtavo is the software your service company uses. Questions about your service, your bill or your appointment go to the business itself, not to Crewtavo. The people who make Crewtavo can’t see your account, change a visit or help with a payment. The business’s name is at the top of every page they send you, with a button to message them (and one to call them, if they’ve added a phone number).

Open your link

The business sends you a link by email or text. In an email, it’s the View online button.

• There’s no account to make and no password. The link is how you get in.
• It works on a phone, tablet or computer.
• The page shows the business’s name and logo at the top. Tap the name to get to Your account, where everything they’ve sent you is in one place.
• The link is just for you. Please don’t post it or pass it on, because anyone who has it can open your page.

Tip: bookmark Your account, or keep the latest email from the business, so you can find it again.

Pay an invoice

1. Open the invoice from its email or text, or choose Pay next to it on Your account.
2. Check what’s on it and the Balance due.
3. If the business asks “Add a tip for the crew?”, choose No tip, a percent, or Other to type an amount.
4. If the business takes payments online, choose Pay (it shows the amount, like Pay $450.00 by card or bank), and pay on the secure payment page. Which ways you can pay, card or bank account, depends on what the business takes.

You’ll see “Thank you!” back on the invoice, and get a receipt by email. A bank payment takes a few business days to clear, and the invoice says “Your bank payment is on its way” until it does.

If there’s no pay button and it says “To pay, contact” the business, they don’t take payments online. Call them to pay another way.

Have a promo code? Choose Have a promo code? on the invoice, type it in and choose Apply, before you pay.

Approve a quote and sign it

1. Open the quote from its email or text, or choose Review and approve on Your account (See your options if it offers a few to choose from).
2. If there are options, compare them and tap the one you want (Choose this one). Tick any add-ons you’d like. The total updates as you go. Then choose Review the agreement.
3. Read the agreement. If a section asks for your initials, draw them once under Your initials, then choose Add my initials on each section that asks.
4. Choose Continue to sign. Type Your full name, sign with your finger or mouse, and tick the box that says you approve.
5. Choose Approve quote. If the quote asks for a deposit and the business takes payments online, the button is Approve and pay deposit, and you pay the deposit next, by card or bank, on the secure payment page.

Not every quote has all these steps: one without options starts at the agreement, and one without an agreement goes straight to signing.

The page then says when you signed, and Print or save PDF gives you a copy to keep. The business will be in touch to schedule the work. If you still owe the deposit, Pay the $… deposit is there to pay it. If they don’t take payments online, they’ll send you an invoice for it.

Not quite right? Choose Request changes at any step, say what you’d like changed, and choose Send request. The business will follow up with an updated quote.

If the quote’s valid-until date has passed, you can still approve it, and the business will confirm the price.

A price range instead of a price

Some estimates come as a range, like “Between $18,000 and $21,000”, before someone comes out to check. Choose Yes, send someone out to have the business book a visit, or I have a question to message them. Saying yes doesn’t commit you to anything: you’ll sign once you’ve seen the exact price.

See your next visit

Your account shows your Next visit: the day, what’s being done, the address and who’s coming. The time reads like this:

• “Arriving between 8:00 AM and 10:00 AM” if the business gives an arrival window, or “Starting at 8:00 AM”.
• “Time to be confirmed” if the business hasn’t set a time yet.

When the crew heads your way, the visit says On the way. Once they start, it says Working now. Some businesses also text you when the crew is on the way, or email you the day before.

Choose All visits to see everything coming up, and the visits that are done.

Add a visit to your calendar

Choose Add to calendar under the visit. It downloads the visit, and your phone or computer offers to add it to your calendar.

Reschedule or cancel a visit

For a visit from tomorrow on, choose Reschedule or Cancel under it.

• Reschedule: pick a Day the business has open in the next 3 weeks, and a time if the visit has one, then choose Send request. None of them work? Choose “None of these work? Tell us what suits you” and write it.
• Cancel: say why if you like, then choose Ask to cancel.

Nothing changes until the business confirms. The visit says Change requested until they do, and they’ll let you know by email.

For a visit today, or one that’s started, the visit says to call the business, and Ask to change sends them a message instead: say what works better for you and choose Send. They’ll reply by email or text.

Ask for more work

1. On Your account, choose Request work.
2. Tick what you need, or type it under Something else. If you have more than one property, pick which one.
3. Add any details, choose when you’d like it done, and add a promo code if you have one.
4. Choose Send request.

You’ll see “Request sent” with a reference number. The business will get back to you with a quote or a time to come look.

Send the business a message

Choose Message us on Your account, or the message button at the top of any page, write your message and choose Send. The business will reply by email or text. If they’ve added a phone number, the phone button at the top calls them.

Refer a friend

If the business has a referral offer, Your account has Refer a friend and Share my link. Send the link to a friend, and they can ask the business for a quote, with you named as the one who sent them. Any reward is up to the business.

Stop marketing emails

Every marketing email from the business, like a seasonal offer, has an Unsubscribe link at the bottom. Open it and you’re unsubscribed straight away: “You’re unsubscribed”. Changed your mind? Choose Subscribe again on the same page.

Unsubscribing stops marketing emails only. You’ll still get your quotes, invoices, any reminders and other messages about your work.

If your link isn’t working

If a page says This link isn’t working and “This link has expired or isn’t valid. Ask for a new one.”, the link has run out. Links stop working after a while to keep your account private: a quote’s link after about two months, an invoice’s after about three, and Your account after about four.

Ask the business for a new link. Call, text or email them, and they can send you a fresh one in a moment. Crewtavo can’t send you one.

You might also see:

• “This quote isn’t ready yet.” The business is still working on it.
• “This invoice was cancelled. Contact us with any questions.”
• “This quote is no longer open.” Contact the business if you still want the work.

Questions

For anything about your service, your bill, a payment or a visit, contact the business directly: use the call or message button at the top of any page they’ve sent you, or reply to their email.