Set CrewOS up once, the way you work.
Everything you configure lives in one place: your company account, your own dashboard and menu, the developer tools, and help when you need it.
Set CrewOS up to run like your business.
The account settings are where CrewOS becomes yours: your company details on every quote and invoice, your logo and colors on everything a client sees, the industry you actually work in, and the plan that fits where you are. Set it once and it carries through the whole product.
Company
Your business details, in one place.
Name, address, contact info, timezone, currency, and the tax and business numbers that need to appear on the documents you send. Enter them once and CrewOS puts them on every quote, invoice, and client-facing page automatically.
Branding
Make it look like you, not like us.
Upload your logo and set your brand colors, and CrewOS carries them across the client portal, booking page, quotes, and invoices. Everything a client sees feels like your business, because it is.
Appearance
Light, dark, and the details in between.
Choose the theme and display preferences for how the app looks while you work. A small thing, but it is your workspace all day. It should sit easy on the eyes.
Verticals
Turn on the trade you actually run.
Switch on the industry modules that fit your business: general contracting, cleaning, landscaping, and more. The vertical you pick reshapes terminology, fields, and defaults so the product speaks your trade instead of a generic one.
Documents
Company templates, ready to reuse.
Keep your company-wide document templates and files in one place, so the paperwork your team reaches for is consistent and current. Update it here and everyone is working from the same version.
Plan & Billing
Your CrewOS subscription, in your control.
See your plan, usage, and invoices, move between plans, and update payment details in one place. Upgrade when you grow and see exactly what you are paying for, with no sales call required.
Settings · Appearance
Custom theme
Pick your brand colour. CrewOS builds the rest of the theme.
Choose a primary colour, and optionally a highlight and a surface colour. CrewOS fills in the backgrounds, text, borders and accents from those and keeps text at WCAG AA contrast, so your brand never makes a screen hard to read. Override any colour by hand if you want to, and preview it before you apply it.
The custom theme builder is on the Pro plan.
Make CrewOS fit the way you work.
Account settings are shared by the whole company. Personal settings are just yours: how your dashboard is laid out and how your navigation is ordered, on each device you use. Small adjustments add up to a tool that feels built for you.
Dashboard
Put what matters to you up front.
Choose which widgets and quick actions appear on your dashboard, with independent layouts on each device: a tighter view on your phone in the field, the full picture on the desktop in the office. Re-run the setup wizard any time your priorities change.
Nav Customization
Reorder the menu around your day.
Move the sections you live in to the top and tuck away the ones you rarely touch. Your navigation reflects how you actually use CrewOS, so the next tap is always the obvious one.
Dashboard editor
Edit the layout and watch the real dashboard change.
Pick from 22 widgets and 7 quick actions and lay out desktop and mobile separately, with a live preview of your own dashboard as you edit. Owners also set the organisation-wide default layout under Org defaults, separate from their own.
Every plan. Company defaults are set by an owner.
Navigation templates
One menu for the office, another for the field.
Save a menu layout as a named template and start from it in one click, so each part of the team gets the menu that suits their day. Desktop and mobile are laid out separately, with a preview beside the editor.
Every plan. Owners save and delete templates.
Connect CrewOS to everything else you run.
CrewOS is the system of record for your operation. It is also built to talk to the rest of your stack. Generate scoped API keys to push and pull your data, and subscribe to webhooks so the tools you already use react the moment something happens in CrewOS.
API Access
Connect CrewOS to the rest of your stack.
Generate API keys to push and pull your data programmatically: sync with accounting, feed a custom dashboard, or build an integration of your own. Scoped keys mean you grant exactly the access you intend, nothing more.
Webhooks
Fire events to your other tools in real time.
Subscribe to the events that matter: a job completed, an invoice paid, a quote accepted. CrewOS posts them to your endpoint the instant they happen. Signed payloads and per-subscription controls keep the pipe secure.
Getting set up and getting answers.
CrewOS doesn’t hand you an empty screen and wish you luck. The guided setup walks you through your first configuration, the help centre is one click away from anywhere in the app, and your agreements and support are always within reach.
Onboarding & Help
Re-run the setup wizard whenever you need it.
Walk through the guided setup again any time: onboarding a new admin, adding a location, or just brushing up. The help centre opens right inside CrewOS, so the walkthrough and the docs are never more than a click away.
Legal & Help
Your agreements and support, where you’d expect them.
Read the current terms of service and privacy policy, see exactly what you’ve agreed to, and reach support when you need a real person. The fine print and the help line, in one place instead of buried in an email.
