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Learn how to use CrewPro
In this article, you will learn all about the app step by step. If it’s your first time using the app, we suggest reviewing the tutorials in order. If you have more specific questions, select the tutorial that best fits your needs.
- Jobs will mainly be sent to you from your agency; therefore, to see the job. You need to pull down with your finger on the Upcoming Tasks screen until you see the ‘Release to refresh.’ After the menu refreshes, the job will appear on your device.
- As an emergency solution, you can create a job from scratch with the Add Task button. Fill in the information for the job and press on ‘Done.’
- If you will work without an internet connection, you can follow the steps in this article: How to use CrewPro offline
VIDEO: An Overview of the Task Page in CrewPro
- Pre-Inspection: To add pre-existing damages to a residence, tap the Pre-Inspection button.
- Post-Inspection: To add damages that happened during the job to a residence, tap the Post-Inspection button.
- GPS: To view the address on a map, tap the underlined address. You will see the Google Maps option at the bottom of your screen.
- Edit Addresses information: Tap on the pen icon next to the addresses section
VIDEO: How to adjust addresses in CrewPro
3. How toBuildan InventoryThe following list explains every important point on how to build your inventory, from how you can pack furniture or boxes to how to add items within Pieces.
- VIDEO: How to Pack a Box in CrewPro
The following video explains how you can add members from your crew to assign which item is being packed by which crew member.
VIDEO: How to Add Crew Members to a Task
5. How to Do Paperwork inCrewProThe following video explains how you can fill out the extra documents (e.g: ASPOD, Packing Services Reports, etc.)
VIDEO: How to Fill Documentation in CrewPro
6. How to Do a DeliveryThe following video explains how you can deliver your items to the Destination place
VIDEO: How to Deliver an Item
7. How to Email DocumentationThe following video explains how you can add recipients to email them the documentation from your shipment.
VIDEO: How to Email a Copy of the Documentation in CrewPro
8. How to Finalize a TaskThe following video explains how you can finalize a job (whether it’s an origin or destination job) to send all the information back to your office.
VIDEO: How to finalize a task
9. Settings Setup- Preferences: In this section, you can customize your preferred measurement unit system of the app.
- Check the option “Always use item color” to mandatorily assign a sticker color to your whole shipment on every job you do.
- If you want to start with a number different from 1, make sure the option “Do not show sticker number pop” is unchecked.
- If you want to automatically receive a copy of the inventories by email, check the option “Add app user as email recipient.”
- If you want to automatically send a copy of the inventories by email to the customer, check the option “Add default email recipient app user as email recipient.”
- If you want to remove some options from the Inventory/Pack screen, uncheck them in the section Customize Screens > Inventory/Pack Screens and press Done to save. (The fields colored in gray can’t be unchecked).
- To have your signature pre-saved, draw it on the box located at the end of the settings.
- Language setting: At the Localization section, you will find the language dropdown. Use it to change the language you want to use your app.
IMPORTANT: To avoid confusion with our survey tool, we strongly recommend removing the following options in the Additional Preferences section:
- Show (Survey) Quick Add option
- Show (Survey) Advanced add option
IMPORTANT: When you finish editing your settings, press on ‘Done’ at the bottom right corner to save your changes; otherwise, you’ll lose them.
The following video explains the settings so you can adjust them upon your preferences.