Post to Facebook, Instagram and Google

Marketing → Social posts to your own Facebook Page, Instagram account and Google Business Profile: job photos, a good Google review as a picture, or an update in words. Post now or schedule it, and Claude can draft the caption.

Social is part of the Marketing app. Owners, and admins and office staff whose role has Marketing, can post. See Marketing.

Connect where it posts

Where it posts, at the side of Social, shows each place and whether it’s Connected:

• Facebook and Instagram: install Facebook & Instagram in Apps.
• Google Business Profile: install Google Business Profile in Apps.

Owners and admins whose role has Connect apps set these up. Until something’s connected, you can still write posts and use Share elsewhere to put them anywhere yourself.

Meta and Google fetch the pictures from your Crewtavo address, so it has to be public on the internet. If it isn’t, Social says so: words alone can still post.

Mark photos OK to share

Only photos marked OK to share can be posted:

• In the field: on a visit’s photos, tap the share badge in the corner of a photo (OK to share). It works without signal, and sends when the phone is back online. Subcontractors don’t see it.
• In the office: on a job’s or client’s Photos, mark each one, or choose Mark all OK to share. Post these photos then starts a post with them.

Only JPEG and PNG photos can be posted: others show “Can’t share”. Photos of a client who asked not to be posted aren’t offered (turn off Can be posted on social pages on their page). Photos go out as JPEGs without their location.

Make a post

1. On Social, choose New post.
2. Pick what to post: Photos, A review or Just text.
   • Photos: pick up to 10 of the photos marked OK to share, from all jobs or one. Check a photo doesn’t show a house number, a car plate or people’s faces.
   • A review: pick a 4 or 5-star Google review with words. It posts as a square card in your brand color, with the reviewer’s first name and last initial.
3. Write the Caption (or What to post, for just text), or choose Suggest a caption for Claude to draft one. With words in the box, it’s Rewrite.
4. Under Where it posts, tick Facebook, Instagram and Google. One that can’t take this post says why.
5. Pick Post now, or Schedule and set a Date and Time (your business’s time zone).
6. Choose Post now (then Post now again: it’s public), or Schedule post. Save draft keeps it to finish later.

Preview shows what posts: a review’s card, or the photos as Instagram gets them.

Suggest a caption needs AI on for your business: an owner or admin adds your Anthropic key on Apps → Claude (see Ask a question).

What each place takes

• Facebook: photos, a review card, or words alone.
• Instagram: needs a picture, so not Just text. Up to 2,200 characters and 30 hashtags. Photos are padded to fit Instagram’s shapes, never cropped (in your brand color, or light grey). Several photos post as a carousel.
• Google: needs a caption, up to 1,500 characters, and no phone number in it (Google takes those posts down). Only the first photo shows.

Captions never name clients or give their address. A caption with a client’s full name or street address isn’t posted: “Take out the client’s name or address before posting.” A word that may be a client’s last name is posted, with a note to check it.

Scheduled posts, and how a post went

Drafts and scheduled lists posts still to go. ⋯ has Edit, Cancel post and, for drafts, Delete.

Posts lists the ones that went, newest first: Posted, Partly posted, Failed, Cancelled or Unconfirmed. Under each, every place it went to says how it went, with View on Facebook (or Instagram, or Google) once it’s up, or what went wrong. Post again tries the places it didn’t reach.

A post goes to each place at most once. If Crewtavo can’t tell whether a post went up, it shows Unconfirmed with “May have posted. Check your Page.” Look, then choose It’s on the Page (or It’s on Instagram, It’s on the profile), or It isn’t there, post it.

While your Meta app isn’t Live, Facebook and Instagram posts are hidden from the public. See Switch your app to Live.

Post 5-star reviews automatically

Post 5-star reviews automatically, at the side, posts new 5-star reviews with words by themselves. It starts off.

1. Under Post to, tick where they go.
2. Turn the switch on.

They post at 10 AM, 1 PM or 4 PM, your time, at most 3 a day, from the next day (the same day for a review that came in before 8 AM). Each one waits in Drafts and scheduled marked Automatic, with the caption “Another 5-star review from a happy client. Thank you!”, so you can change its caption, where it goes or when, or cancel it, before it goes.

Turning it off cancels the automatic posts still scheduled, after saying how many. Posts you made yourself stay. If none of the places ticked can post, it shows Paused until one can.

Turn the Social posts notification on under Notifications to hear about automatic posts coming up and posts that didn’t go.

Share elsewhere

Share elsewhere, in a post or its ⋯ menu, is for X, LinkedIn, Nextdoor or anywhere else: Download the pictures (without their location) and Copy caption, or Share on a phone.

If Marketing is uninstalled

Nothing posts. Scheduled posts go back to drafts, and a post that’s posting stops before its next place. Posts already made stay. See Uninstall Marketing.