Your profile, notifications and Crewtavo on your phone

Everyone has their own profile: your name and photo, which notifications reach you, and a few settings for the phone or computer you’re on. Nobody else changes these for you. A subcontractor’s profile is their Profile tab, with a few differences (below).

Open your profile

• Tap your picture (or your initials) at the top right and choose Your profile.
• Or open Settings and choose Profile. On a phone, Settings is under More.

Your name, phone, color and photo

• Full name: how your team sees you.
• Mobile phone: where Crewtavo texts you, if you choose texts under Notifications.
• Color on the schedule: pick one of the eight colors. It’s behind your initials on the schedule and around Crewtavo.

Choose Save profile. The button shows “Saved”. Your email shows under your name.

For your photo, choose Add a photo. On a phone you can take one or pick one from your photos. It saves straight away and shows wherever your initials did: the schedule, visits, timesheets and team chat. Crewtavo crops it to a square around the middle, so keep your face near the center. Change photo and Remove photo are in the same place. If you see “Crewtavo can’t open that picture. Try a JPEG or PNG photo.”, try a different photo.

Your signature

Owners, and admins, office staff and estimators whose role has Quotes and sales, see Your signature. It goes on the estimates you sign for the business, beside the client’s.

1. Sign in the box with your finger or mouse.
2. Choose Save signature.

To redo it, choose Sign again, or Remove to take it off. “Estimates you already signed keep the signature they were signed with.” You can also save it the first time you sign an estimate on site. See Create and send a quote.

Notifications

The bell at the top of Crewtavo always shows everything. Notifications is where you choose what also reaches you when Crewtavo isn’t open.

Turn on notifications for this phone

1. On your phone, open Settings → Profile. On an iPhone, do this in Crewtavo on your Home Screen (add it first).
2. Tap Turn on notifications.
3. When your phone asks, allow notifications.

It then shows On for this phone. Tap Send a test: “Test sent. It should pop up in a few seconds.” If nothing pops up, see Fix blocked notifications.

Do this on each phone or computer you use. Turn off stops them on this one.

Note

On an iPhone in Safari, you’ll see Get notifications on this iPhone instead of the button: iPhones only show notifications from Crewtavo on the Home Screen.

Choose what reaches you

Under Tell me about, tick how you want to hear about each thing: This phone (a notification on each phone or computer where you turned them on), Email or Text. Changes save as you tick.

Row	What it’s about	Who has it
My schedule changes	Added to or taken off a visit, moved or cancelled	Everyone
Messages from clients	Texts and Client Hub messages	The team
Clock reminders	When a clock has been running too long	The team, and subs whose hours are kept
Equipment maintenance	Service coming due or overdue	The team
Subcontractors	Insurance running out, paperwork a sub sends in, and answers to job offers	People with the subcontractors area
Other alerts	From your company’s automations, like a quote being approved	The team
Team chat	When someone @mentions you or your role	When your business uses team chat
Railway	Before the trial runs out, or when the bill goes over the plan or storage fills up	Owners and admins of a Crewtavo on Railway
My jobs	Job offers, and what you’re owed and paid	Subcontractors
My paperwork	When your insurance is about to run out	Subcontractors

To start with, everything comes to This phone, and My schedule changes comes by email too. Railway also comes by email. A sub gets My jobs by email and text as well.

A greyed-out box means it can’t reach you that way yet:

• “Add your mobile phone above to get texts.” Add your Mobile phone and save.
• “Texts need texting turned on for the company.” Your business hasn’t set up texting. See Text clients with Twilio.
• “Email needs the company’s email connected (Settings → Email).” See Connect your email.

Put Crewtavo on your phone

Crewtavo runs in your phone’s browser, and you can add it to your Home Screen so it opens like any other app, in its own window. There’s nothing to get from an app store.

iPhone or iPad

1. Open Crewtavo in Safari.
2. Tap the Share button, then Add to Home Screen, then Add.
3. Open Crewtavo from your Home Screen and sign in.
4. Turn on notifications in Settings → Profile (above).

Crewtavo on your Home Screen keeps its own sign-in, separate from Safari’s, so you sign in once more there. An emailed sign-in link opens in Safari, so use your password (or Continue with Google, if your business has it). Subcontractors sign in there with a code: see Your jobs and paperwork as a subcontractor.

Crews see a card with these steps, Add Crewtavo to your Home Screen, on Home and My day in Safari. Tap its × to put it away for good on that phone.

Android

Open Crewtavo in Chrome and tap Install the app, then confirm. Crews see it on Home and My day (Get the Crewtavo app), and everyone sees it in Settings → Profile under Crewtavo app. If there’s no button, open Chrome’s ⋮ menu and choose to install the app or add it to your Home screen.

Press and hold the Crewtavo icon for shortcuts, like My day and Schedule.

On a computer

In Chrome or Edge, Settings → Profile shows Crewtavo app with Install the app. Crewtavo then opens in its own window from your app list or dock.

Once Crewtavo is installed, the install cards and buttons go away. The installed app doesn’t pinch to zoom, like other apps. If you need things bigger, use your phone’s own zoom or text size in its settings.

Fix blocked notifications

If you said no when your phone asked, Crewtavo shows “Notifications are blocked for Crewtavo in this browser. Allow them in the browser’s site settings, then come back here.” Allow them on the phone, then come back to Settings → Profile, tap Turn on notifications and Send a test.

iPhone or iPad:

1. Open the iPhone’s Settings app, then Notifications.
2. Find Crewtavo in the list and turn on Allow Notifications.
3. Check that a Focus, like Do Not Disturb or Sleep, isn’t hiding them.

If Crewtavo on your Home Screen says “This browser can’t show notifications.”, update your iPhone: Home Screen apps need iOS 16.4 or later for notifications. Still nothing? Delete Crewtavo from your Home Screen, add it again, and turn notifications on.

Android:

1. Installed app: press and hold the Crewtavo icon, choose App info, then Notifications, and turn them on.
2. In Chrome: open Crewtavo, tap the icon to the left of the web address, and allow Notifications in the site’s permissions.
3. Check that Do Not Disturb isn’t on.

Computer: click the icon to the left of the web address and allow Notifications. On a Mac, also check System Settings → Notifications for your browser. On Windows, check Settings → System → Notifications.

If you see “This browser can’t show notifications. Email and text still work.”, that browser has no notifications. Tick Email or Text instead.

Appearance

Pick Light, Dark or System. System follows your phone or computer’s own light or dark setting. Your choice is saved on this device only, so set it on each phone or computer you use. Pages your clients see, like the Client Hub and booking forms, always stay light.

Directions

Choose the maps app that opens when you tap an address or Directions: Ask which app each time, Apple Maps (on an iPhone, iPad or Mac), Google Maps, Waze, or on Android Other app, which lets you pick any maps app on your phone. It’s saved on this device.

Ask which app each time shows a list to pick from, with Copy address and Always use this app on this device. A whole day’s route opens in Apple Maps or Google Maps. See Get directions in your maps app.

Measure map

For people who measure: the aerial imagery Measure opens on, like the Team default your business picked. “You can still switch any time from the Imagery button. Saved on this device.” See Measure yards and roofs and Map imagery.

Your schedule in your phone’s calendar

Put your visits in Google, Apple or Outlook Calendar:

1. Choose Get my calendar link. If you can see the whole schedule, pick My visits or Whole schedule first.
2. Choose Add to Google Calendar, or Apple or Outlook. Copy link copies it for another calendar app.

Visits update on their own, but each calendar app checks on its own schedule, from about an hour to a day, so for a change made today, look in Crewtavo. Add it to Google on a computer: Google’s phone app can’t add calendars. Anyone with the link can see these visits, so keep it to yourself. New link stops the old one working, and Turn off stops it. See Google Calendar.

Key file (owners)

Owners see Key file: “If you forget your password while Crewtavo can’t email you, uploading your key file gets you back in.” It shows how many uses are left, like “Good for 6 more uses (of 8)”.

To get a new one, choose Get a new key file, type Your password, and choose Get new key file. Save it somewhere safe. Your old key file, and any printed keys, stop working. Once your email is set up, Forgot password sends you a link instead. See Sign in, reset a password and get back in.

Change your password

Under Change password, type your Current password, then a New password (at least 8 characters), type it again in Confirm new password, and choose Change password. The button shows “Password changed”.

No password yet, because you chose Skip for now when you joined or sign in with Google? Leave Current password empty. That works within 10 minutes of signing in with Google, an emailed link or a code, so sign out and back in first if it’s been longer. Forgot your password? See Sign in, reset a password and get back in.

For subcontractors

A sub’s Profile tab has the same Full name, Mobile phone, photo, Notifications, Appearance and Directions. It has no schedule color, signature, Measure map or calendar link, and no password unless you have your own Crewtavo sign-in:

• Mobile phone: “Texts about your jobs go here. Leave it empty to get them at the number” the business has for you.
• Notifications: My schedule changes, My jobs, My paperwork, and Clock reminders if the office keeps your hours. Email goes to the address the business has for you. If they have none, it says to ask them to add it.
• Signing in: there’s no password. It says how to get back in on a new phone, with a code by text or email, or a new link from the office.

On an iPhone, notifications need Crewtavo on your Home Screen, and you sign in there with a code. If the office has no phone number or email for you, it says “On an iPhone, notifications need the app on your Home Screen. To sign in there, the office needs your phone number or email on file. Ask them to add it.” See Your jobs and paperwork as a subcontractor.