Find your way around: Home, Create, your phone and notifications

Crewtavo opens on Home, a dashboard of today and of what needs doing next. Around it are the sidebar (or, on a phone, the bar along the bottom), the Create menu for starting something new, search, and the bell for notifications. What you see depends on your role and on the apps your business has installed.

Home for the office

Owners, admins, office staff and estimators see the date and a greeting, with New request and New quote beside them, then:

Workflow: where your work stands, from new requests to unpaid invoices.
Today’s appointments.
Down the side: Business performance and Receivables for people who see the money, your website’s visitors if you use Website Analytics, and Needs attention.

Home refreshes itself every minute, so you can leave it open.

What the Workflow numbers count

Each column opens its list when you choose it.

Column	The big number	Underneath
Requests	New: requests nobody has dealt with yet.	Assessment done: requests whose site visit is done, ready for a quote. Overdue: new requests that have waited more than 2 days.
Quotes	Awaiting response: quotes you’ve sent, and ones the client asked you to change, with their total.	Approved: quotes the client said yes to that aren’t jobs yet. Draft: quotes not sent yet. Each with its count and total.
Jobs	Require invoicing: jobs marked Requires invoicing, with what they’re worth.	Active: jobs under way.
Invoices	Awaiting payment: invoices that are out, partly paid or past due, with what’s still owed on them.	Draft: invoices not sent yet. Past due: with what’s owed, in red when there are any.

The Invoices column shows only for people who see invoices: owners, and admins and office staff whose role has Invoices and payments. Written-off invoices don’t count. See Take a request and book an assessment, Follow up on quotes with the Sales board and Create an invoice and get paid.

Today’s appointments

Every visit on the schedule today, in time order, with Anytime for one without a set time. Each shows the client, the address and the crew (with the crew’s color down the left side) and its status. Above the list, “3 of 8 complete · 1 in progress” shows how the day is going.

A visit on a weather hold says “Weather:” and why, like rain in the forecast. Choose a visit to open its job, or the visit itself if it isn’t part of a job. View schedule opens the whole schedule. On a quiet day, “Nothing on the schedule today” offers Schedule a visit.

Business performance and Receivables

Owners, and admins and office staff with Invoices and payments, see:

Collected this month: every payment received since the 1st, with how it compares to the same days last month (like “↑ 12%”), and a bar for each of the last six weeks once there are four weeks of payments.
Invoiced this month: the total of the invoices issued this month, not counting drafts or voided ones.
Quotes won: how many quotes clients approved this month, and their total.
Receivables: how many clients owe you and how much in all, then the five who owe the most. Choose one to open their page, or All invoices for the list.

For more numbers, see Finance and Metrics.

Website visitors this week appears for owners, admins and office staff with Marketing once you’ve installed Website Analytics. It compares the last 7 days with the 7 before them, and counts Booking requests from your website. See See who visits your website with Website Analytics.

Needs attention

A short to-do list. Choose an item to open it.

“Quote #…: changes requested”: the client asked for changes.
“Quote #… approved: convert to a job”. See When the client says yes.
“Weather hold: …”: a scheduled visit the weather may call off. It opens the schedule.
“Invoice #… is past due”, with what’s owing.
Maintenance overdue or coming due, for people who look after equipment (with Manage equipment and maintenance in their role). The first three machines are listed, and the rest show as “… more machines need maintenance”. See Track equipment and maintenance.

All clear means there’s nothing on it. An estimator doesn’t see the money, so their side column is just Needs attention.

Home for crews

Crew leads and field crew see a simpler Home:

On a phone, a card to put Crewtavo on your Home Screen: Add Crewtavo to your Home Screen on an iPhone (tap Share, then Add to Home Screen), or Get the Crewtavo app with Install the app on Android. The × hides it for good on that phone. See Your profile, notifications and Crewtavo on your phone.
Today’s appointments, as above. A crew lead sees every visit the business has today; field crew see only the visits they’re on. A visit on a weather hold says “Weather:” and why. Tap one to open it.
Needs attention: weather holds on visits you can see, and for a crew lead who looks after equipment, maintenance coming due.

Crews don’t see the Workflow, quotes or money.

Home or My day? Home is a look at the whole day. My day is where you work it: your own visits in order, your clock, the buttons you tap as you go, and the route in your maps app. The My day button on Home takes you there. See Your day in the field.

Subcontractors don’t have Home: Crewtavo opens on My day for them. See Your jobs and paperwork as a subcontractor.

On a computer or tablet, the sidebar lists every section you can open, in three groups, with Create at the top and Settings at the bottom.

Section	Who sees it
Home, Schedule	Everyone on the team.
Paving, Roofing	Owners, admins, office staff and estimators with Quotes and sales, once the Paving or Roofing app is installed. See Choose a trade preset.
My day	Crew leads and field crew.
Team chat	Everyone, once Team chat is installed. See Talk to your team with Team chat.
Clients, Requests, Jobs	Everyone. Field crew only see the ones behind their own visits.
Quotes	Owners, admins, office staff and estimators. Sales board and Measure open from here.
Invoices	Owners, admins and office staff with Invoices and payments. Stripe deposits opens from here.
Marketing	Owners, admins and office staff with Marketing.
Website	The same people, once the website editor is installed. See Edit your website from Crewtavo with Sveltia CMS.
Finance	Owners, admins and office staff with Finance and metrics and Invoices and payments.
Metrics	Owners, admins and office staff with Finance and metrics.
Timesheets, Equipment, Knowledge base	Everyone.
Applicants	Owners, admins and office staff with Job applicants and hiring, once Careers is installed. See Take job applications from your website with Careers.
Subcontractors	Owners, admins and office staff with Subcontractors, their paperwork and pay.
Apps	Owners, and admins with Connect apps. See Install and manage apps.

Owners see every section their apps allow, except My day, which is for crews. A custom role can switch areas off, which takes their sections away too. See What each role can see and do.

Setup screens like Automations and Online booking are in Settings.

A green number beside Requests is how many new requests are waiting. Beside Team chat, a red number counts mentions of you, and a dot means new messages.

Start something new with Create

Create, at the top of the sidebar, starts the things people make most:

Choose	It opens	Who has it
Client	A new client. See Add clients and properties.	Owners, admins, office staff and estimators.
Request	A new request.	The same.
Quote	A new quote. See Create and send a quote.	The same, with Quotes and sales.
Measurement	Measure, to draw on the map.	Owners, admins, office staff and estimators.
Invoice	A new invoice that isn’t tied to a job.	Owners, admins and office staff with Invoices and payments.
Visit or task	A new visit on the schedule. See Run the schedule day to day.	Owners, admins, office staff, estimators and crew leads with Schedule the whole team.

Field crew and subcontractors don’t have Create. Search can start these too, along with a new guide, automation or subcontractor for people who make those.

Search and the top bar

Along the top of every screen:

Your business’s name, with its initials.
Search, or press ⌘K on a Mac or Ctrl K on Windows. See Find anything with search.
The Messages icon, for your texts and emails with clients. See Text and email clients from Messages.
The bell, for notifications.
Your picture, with Your profile, Settings and Sign out.

On your phone

The bar along the bottom has Home, My day, Schedule, Chat (when your business has Team chat), Clients and More.

More opens everything else: buttons to start something new at the top (New client, New request, New quote and so on, the same as Create), then every section from the sidebar and Settings.

At the top, the magnifying glass opens search, then the bell and your picture. There’s no Messages button on a phone: open search and type messages.

When you’re typing in a form, the bottom bar steps out of the way until you’re done. With no signal, a bar across the top says “You’re offline. Visit updates are saved and sent when you reconnect; other changes need a connection.”

A subcontractor’s bar has My day, My jobs, Paperwork and Profile, and no More.

To put Crewtavo on your phone’s Home Screen like an app, and get notifications on it, see Your profile, notifications and Crewtavo on your phone.

Notifications: the bell

A number on the bell is how many notifications you haven’t read.

For you lists notifications for you: your schedule changing, messages from clients, a clock left running, equipment coming due, team chat mentions, and alerts from your business’s automations, like a quote being approved. Opening the bell to For you marks them read and clears the number. Choose one to open what it’s about. When there are no notifications at all, it says “You’re all caught up”.

New notifications that arrive while Crewtavo is open also pop up on the screen, with View to open them. Crewtavo checks for them about every 30 seconds.

Activity, next to For you, is the business’s feed: the latest things that happened, like a new client or request, a quote sent or approved, a crew on its way or a visit completed, newest first. Owners, admins, office staff and estimators have it. Invoice and payment activity only shows for people who see invoices.

The bell always shows everything. To also get notifications by email, text or on your phone, choose which in Settings → Profile. See Your profile, notifications and Crewtavo on your phone.

Switch between businesses

If you belong to more than one business on this Crewtavo, the business name at the top left is a menu. Choose another business to switch to it. You get the role you have there, and only that business’s clients, work and notifications. This device remembers which one you were in for next time.