Install and manage apps (integrations)

Apps is where you turn on the extras built into Crewtavo, like Team chat, Drive and Marketing, and connect the tools you already use: your Google reviews, Facebook and Instagram, your calendars, QuickBooks Online or Zoho Books, Stripe, Claude and more. It works like a phone’s app store: open an app, choose Install, and follow its steps.

Who can use Apps

Apps is in the sidebar for owners, and for admins whose role has Connect apps. Anyone else who opens it sees “You don’t have access to this”.

The starter General manager role doesn’t have Connect apps. If your manager should set up apps, switch it on for the role under Settings → Roles. See Roles and permissions.

Claude and ChatGPT are each person’s own: anyone on your team can connect them from Settings → AI assistants, without opening Apps. See Connect Claude and ChatGPT.

Find an app

Apps groups everything the way it’s used: Built into Crewtavo, Marketing, Calendars, AI, Accounting, Payments, Material prices, Messaging and Your website. A check on an icon means it’s installed, and a warning mark means it needs attention.

Open an app to see its page. Under the name are its buttons and a strip with its Category, Made by, Connects with and Status. Further down are What it does, About, and Information, which lists what Crewtavo can see and do in the app. Other apps of the same kind are at the bottom, like More calendars.

Two connections aren’t on the Apps page: email is under Settings → Email (see Send email from Crewtavo), and measuring maps under Settings → Maps (see Map imagery for measuring).

Install an app

Open Apps and choose the app.
Choose Install.

Install turns into a ring, like an app store’s, then Open and Uninstall take its place. What happens in between depends on the app:

Built into Crewtavo (Team Chat, Website Analytics, Website Forms, Careers, Drive, Marketing, Paving and Roofing): the ring fills and it’s on straight away. Signing up as a paving or roofing business installs Paving or Roofing for you. On a Crewtavo that runs on Railway, installing Drive first makes a storage bucket for its files in your Railway project; if it can’t, Drive isn’t installed and its page says what to do. See Drive.
Google Business Profile and Facebook & Instagram: install Crewtavo - Marketing first. Until then Install is greyed out and the page says “Install Crewtavo - Marketing first”, because your Google reviews show in Marketing → Reviews and posts are made in Marketing → Social. Then the steps open below Install: Google approves your access to reviews first, and Facebook & Instagram connects through a Meta app you make for your business. See Google Business Profile and Facebook & Instagram.
QuickBooks Online and Zoho Books: Crewtavo takes you to their sign-in. When you come back, the page says, for example, “QuickBooks Online is installed.” If your server has no app of its own there, you first make one: see use your own QuickBooks or Zoho Books app.
Apps that need something from you: a key for Stripe, fal.ai or Twilio, a calendar’s link, your website’s address for Sveltia CMS, your ABC Supply keys, or Claude or ChatGPT connecting. The ring spins and the steps open below it. Once you’ve done them, the ring fills and the app shows as installed.

While the ring spins, the square in its middle stops installing. If a sign-in doesn’t work, the page says why, or “QuickBooks Online couldn’t be installed. Try again.”

Once it’s installed, Open takes you to where the app does its work: Team chat, Drive, Marketing, Paving, Roofing, Marketing → Reviews for Google Business Profile, Marketing → Social for Facebook & Instagram, the Schedule for a calendar, Messages for Twilio, Website for Sveltia CMS, or the other app’s own website, like your Stripe dashboard. Marketing and its two apps have no Open for an admin whose role doesn’t include Marketing: they can set the apps up, but not open Marketing.

Uninstall an app

Open the app and choose Uninstall at the top.
Crewtavo says what it takes away. Choose Uninstall to go ahead.

Uninstalling never deletes what’s already in Crewtavo, and you can install the app again any time. What it stops:

App	What uninstalling does
Team Chat	“Chat disappears for everyone on your team. Every channel and message is kept, and comes back if you install it again.”
Website Analytics	Stops counting visits. What’s been counted stays.
Website Forms, Careers	Your website’s forms stop sending to Crewtavo. Requests, applicants and each form’s address stay.
Drive	“Drive leaves the sidebar for everyone. Your files stay on their clients and jobs, and your company folders come back if you install Drive again.” The Trash keeps working.
Paving	“Paving leaves the sidebar for everyone. Every takeoff and estimate stays, and comes back if you install it again.” The paving items leave the measuring map too.
Roofing	“Roofing leaves the sidebar for everyone. Every roof estimate, package and price range stays, and comes back if you install it again.” The roof tools leave the measuring map too.
Marketing	Marketing leaves the sidebar for everyone, and every automatic message it sends clients stops: review asks and reminders, referral asks, campaigns (scheduled ones go back to drafts), automated campaigns, Google reviews coming in, and social posts. Promo codes, referral credits clients earned, and links already sent keep working. Everything is kept for when you install it again. The confirmation lists it all.
Google Business Profile	Reviews stop coming in, and replies can’t be posted from Crewtavo. Your reviews on Google aren’t changed. Tick the box to also remove the reviews brought in; kept, they still keep their clients from being asked again.
Facebook & Instagram	Posts stop going to your Page and Instagram, and Crewtavo’s access is removed at Meta. Scheduled posts don’t go there. Posts already made stay, and your Meta app’s keys stay, so installing it again is one sign-in.
A calendar app	Its calendars come off the schedule. The calendars themselves aren’t changed. For Google with Google sign-in, the visits calendar Crewtavo made is removed from your Google account.
QuickBooks Online, Zoho Books	Syncing stops. Nothing already synced is deleted, and your own app’s keys stay.
Stripe	Crewtavo’s webhook comes out of your Stripe account, and new invoices and payments stop showing up. Crewtavo asks for Your Crewtavo password first. There’s no Uninstall when Stripe was set up for your whole server.
ABC Supply	Estimates stop getting prices from ABC, and your ABC app’s keys are removed. Prices already on estimates stay.
fal.ai	Find paving stops working, and your fal.ai key is removed. Shapes it already found stay.
Twilio	The key saved on its page is removed. The confirmation says texts stop, but texting runs from your server’s Twilio settings, so it keeps working until those are removed (see Text clients with Twilio).
Sveltia CMS	Website comes out of the menu. Your website stays as it is.
Claude, ChatGPT	Your own connection stops working. Everyone else on your team who connected keeps theirs.

When an app needs attention

An app shows Needs attention, with a warning mark on its icon, when something stopped working:

A sign-in ran out or was taken back (QuickBooks Online, Zoho Books, or Google Calendar with Google sign-in). Its page says so, like “QuickBooks Online needs to be reconnected”, with the reason, and Reconnect takes the place of Open. Choose Reconnect and sign in again.
A calendar can’t be read. Its row on the app’s page says why in red, like “No calendar at that link. It may have been turned off or replaced; copy the link again.” Copy the calendar’s link again and add it, then remove the old one. See Google Calendar and other calendars.
ABC Supply turned down your keys. Its page shows what ABC said. See Price roof materials from your ABC Supply account.

Google Business Profile and Facebook & Instagram have a few more: Paused while Crewtavo - Marketing isn’t installed, Waiting on Google until Google approves your access to reviews, Not syncing while Google has trouble (Crewtavo keeps trying), and Not Live yet until your Meta app is Live. Their pages say what to do. See Google Business Profile and Facebook & Instagram.

If it says “Not available yet”

A greyed-out Install and Not available yet mean your server isn’t set up for that app. The page says, for example, “Ask whoever set up Crewtavo to turn on Twilio.”, and Setup details has a Setup guide link (for Twilio, that’s Twilio’s own documentation). Today this only happens with Twilio, on a server without a Twilio account. See Text clients with Twilio.

Google Calendar always works by secret address, and QuickBooks Online and Zoho Books with your own app’s keys, so they’re never stuck on this.

Use your own QuickBooks or Zoho Books app

QuickBooks Online and Zoho Books connect through an app you make at Intuit or Zoho, for your business only. It’s free. If your server doesn’t have one, Install opens Set up QuickBooks Online (or Set up Zoho Books) with the steps:

Make the app. The steps give every address Intuit or Zoho asks for, each with Copy. For Zoho, first pick where your Zoho account is: the address in Zoho Books shows it, like books.zoho.eu for Europe.
Paste its Client ID and Client Secret, then choose Save keys. For a QuickBooks sandbox company, tick These are development keys.
Crewtavo says “Last step: sign in to QuickBooks Online and pick your company.” Choose Sign in to QuickBooks Online (or Sign in to Zoho Books).

Intuit asks you to answer its app assessment questionnaire, even for an app only your business uses. Your production keys unlock once it’s reviewed, which can take a few days.

Afterwards, Your Intuit app (or Your Zoho app) shows the end of its Client ID. Change keys swaps in another app’s keys: paste the secret again, and you sign in again with the new app. Remove keys uninstalls the app, and installing it again needs the keys. The secret is stored encrypted on your server and never shown again. See Sync with QuickBooks Online and Sync with Zoho Books.

Every app

App	What it does	Guide
Crewtavo - Team Chat	Channels for the whole team, each crew and the office, with photos and @mentions	Team chat
Crewtavo - Website Analytics	Who visits your website, where they came from and which pages bring in requests, without cookies	Website Analytics
Crewtavo - Website Forms	Your website’s own contact form sends each message to Requests and your inbox	Website Forms
Crewtavo - Careers	Your website’s Apply form sends each application and résumé to Applicants	Careers
Crewtavo - Drive	Every file in one place: company folders, the files on each client and job, PDF and Word editing, versions, a 30-day Trash and import from Google Drive	Drive
Crewtavo - Marketing	Review and referral asks, email campaigns (automated ones too), social posts and promo codes, with opens, clicks and the work they bring in	Marketing
Crewtavo - Paving	A Paving section for parking lots and driveways: the takeoff on the aerial map, the estimate, proposal, schedule and invoice in one place	Paving takeoffs
Crewtavo - Roofing	A Roofing section for roof estimates: roof tools on the measuring map, Good, Better and Best packages priced by the square, and a price range to send first	Roofing estimates
Google Business Profile	Your Google reviews in Marketing → Reviews, with replies, and posts to your Business Profile. Needs Crewtavo - Marketing	Google Business Profile
Facebook & Instagram	Job photos and 4 and 5-star reviews posted to your Facebook Page and Instagram from Marketing → Social, with your own Meta app. Needs Crewtavo - Marketing	Facebook & Instagram
Google Calendar	Your Google calendars on the schedule, and your visits in Google Calendar	Google Calendar
Zoho Calendar	Zoho calendars on the schedule, from their private ICS link	Other calendars
Outlook	Outlook.com, Microsoft 365 and Exchange calendars on the schedule, from a published ICS link	Other calendars
Apple Calendar	iCloud calendars on the schedule, from their public calendar link	Other calendars
Other calendars	Any calendar with an ICS or webcal link, like Yahoo, Fastmail, Proton or Nextcloud	Other calendars
Claude	Use Crewtavo from Claude, and add your own Anthropic key for Ask and AI writing help	Claude and ChatGPT
fal.ai	Find paving outlines the asphalt, concrete and stalls on an aerial for you, with your own fal.ai account	fal.ai
ChatGPT	Use Crewtavo from ChatGPT	Claude and ChatGPT
QuickBooks Online	Sends clients, invoices and payments to QuickBooks	QuickBooks Online
Zoho Books	Sends clients, invoices and payments to Zoho Books	Zoho Books
Stripe	Clients pay invoices by card or bank, and invoices made in Stripe come in too, with fees and deposits	Stripe
ABC Supply	Your own ABC Supply prices on roofing estimates, and ABC’s catalog in Roofing	ABC Supply
Twilio	Visit reminders, on-my-way texts and two-way texting in Messages	Twilio
Sveltia CMS	Edit your website’s pages and posts from Website in Crewtavo	Sveltia CMS