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Getting started
How do I start my free trial?
Open firstcrew.app/app#/signup, enter your business name, your name, email and a password, and accept the terms. You get 14 days free and no credit card is needed. We send you an email to confirm your address.
What should I set up first?
The short setup after sign-up asks for your business name, phone, logo, the services you offer and your team. You can change all of it later in Settings. Then add your first customer and create a job.
Can I use FirstCrew on my phone?
Yes. It works in any phone browser and you can add it to your home screen so it opens like an app. On iPhone: Share, then Add to Home Screen. On Android: the browser menu, then Install app.
How do I find something fast?
Tap the search icon at the top, or press / or Ctrl+K on a computer. Type a name, phone number, address, quote number or job number. Managers search everything; technicians find their own jobs.
Jobs and visits
How do I create a job?
Tap New job, choose or add the customer, pick the service, the technician and the date, and save. The visit appears on the calendar and on the technician's phone.
What is the difference between a job and a visit?
A job is the whole piece of work for a customer. A visit is one appointment on the calendar. A job can have several visits, for example an inspection first and the repair a week later.
How do I close a job after the work is done?
The technician opens the visit and finishes it. To mark a job Completed & paid, the work must be marked complete and the balance must be $0. If the customer still owes money, the job stays in Open jobs until the payment is recorded.
The job is paid but it is still in Open jobs. Why?
Check that the work is marked complete as well as paid. A yellow note on the job tells you what is missing and gives you the button to fix it.
How do I give a technician jobs that are close to each other?
Open Map (managers only). Each technician has a color, and the numbers show the order of their day. Leads and jobs that still need a visit are on the map too. Choose one and the list shows which technician already has a stop nearby, with the distance. Pick a time and tap Schedule. Distances are estimates, not a driving route.
I have many leads today. Can the app plan the whole day?
Yes. On the Map page tap Plan my day. The app takes the leads that came in today, uses the date and time each lead already has, and gives every lead a technician by location, with the same number of visits for each technician. A lead with no time gets a 3-hour window (you can change it). Every lead stays on its own day. If two visits end up at the same time, the app warns you and marks them, and nothing is moved to another day or dropped. Nothing is saved until you tap Save.
What does a technician see?
Only the jobs and visits assigned to them. They cannot see other technicians' jobs, the whole customer list or business totals.
Quotes and payments
How do I send a quote?
Open the job, add the lines and prices (or pick them from your price book), and send the quote. The customer gets a private link where they can read it and approve it online. Your business name, phone and logo from Settings appear on it.
Can I ask for a deposit?
Yes. Set the deposit on the quote. After the customer approves, the job shows the deposit as due, and you record it when it is paid.
What happens when the customer approves?
The quote changes to approved, the job moves to in progress, and the assigned technician sees it on their job.
How do I record a payment?
Open the job and add a payment with the amount and method (cash, check, card and so on). A receipt is created. A payment recorded by mistake can be voided, and the history is kept.
How are technician commissions calculated?
Each technician has a commission percentage in their profile. Managers see the totals under Earnings.
How do I ask a customer for a Google review?
Add your Google review link in Settings. On a completed job, use Ask for a review to prepare the message with your link.
Your team
How do I add a technician?
Go to Technicians and add them with their name and email. They receive an email invitation and choose their own password. A manager never needs to know it.
The technician did not get the invitation.
Ask them to check spam. A manager can send the invitation again from the technician's page. Make sure the email address is spelled correctly.
How do I remove someone who left?
Deactivate them on their page. They cannot sign in any more, and their past jobs and records stay in your history.
Account, billing and data
I forgot my password.
On the sign-in page choose Forgot password, enter your email, and open the link we send. If nothing arrives in a few minutes, check spam and the spelling of your email.
What happens when the 14 days end?
You can still see all your data, but you cannot add or change anything until you subscribe. Nothing is deleted.
How do I pay, change my card or cancel?
Managers can open the menu (your initials at the top) and choose Manage my subscription. You pay through Stripe, and we never see your card number. If you cancel, you keep access until the period you paid for ends.
Can I get a copy of my data?
Yes. In Settings you can download a full backup and export your data. Do it regularly. If you want your account and data deleted, write to us.
Is my data private?
Each business has its own separate database, and other businesses can never see yours. We do not sell your data. See the Privacy Policy.
The text is too small or hard to read.
Open the menu and choose Display: text size & contrast. You can make the text larger and switch on high contrast.
Something is not working
The page looks old or a button does nothing.
Refresh the page. On a computer press Ctrl+F5. On a phone, close the app and open it again. This fixes most display problems after an update.
It says there is no connection.
Check your internet. Nothing is saved while you are offline, so repeat the last step when the connection is back.
I see a message at the top of the app.
That is us telling every customer about something we know about, for example a delay with text messages. Your jobs and data are safe, and we remove the message when it is fixed.
Still need help?
Signed in? Open the menu and choose Contact support. We receive your business, the page you were on and your device, so you do not have to explain them.
Not signed in, or cannot sign in? Email support@firstcrew.app. We answer within one business day.