Getting started with CrewQuote

From signing up to sending your first invoice. Nine steps, about twenty minutes, and you only ever do steps 1 to 5 once.

Works on your phone — you can do the whole thing sitting in the truck.

Create my account

What's covered

  1. Create your account
  2. Your business details
  3. Your tax rate
  4. Add a client
  5. Load a starter template
  6. Build your first quote
  7. Send it
  8. Turn it into an invoice
  9. Get paid
1

Create your account

crewquote.ca → Sign Up

Four fields: your name, your email, and a password twice. That is the whole signup.

You then pick a plan and enter card details. Nothing is charged for 14 days. We email you on day 5 to check how it is going, and again two days before the trial ends telling you the exact date and the exact amount. If you decide it is not for you, cancelling is one click on your billing page — no phone call, no email, no asking permission.

Forgot to cancel and got charged anyway? Email us and we refund it. No argument. That is the deal, and it is written on the pricing page too so you can hold us to it.
2

Fill in your business details

Menu → Profile

This is the information that prints on every quote and invoice you ever send, so it is worth five careful minutes now.

Do not skip the HST number if you are registered. A business client cannot claim their input tax credit from an invoice that has no GST/HST number on it. They will phone you and ask for a corrected invoice, and you will be reissuing paperwork for no reason.
3

Set your tax rate

Menu → Profile (same page, further down)

Set this once and never think about it again:

From now on every quote and invoice shows subtotal, tax and total as three separate figures. You are not doing this arithmetic on a tailgate again.

Not registered for HST yet? Turn tax off. You can switch it on the day you register and everything after that picks it up automatically.
4

Add a client

Menu → Clients

For your first quote you only need one. Name, phone, email, address — email matters most, because that is how the quote reaches them.

Already have a client list somewhere else? Use the import instead of typing. Export your clients from your current system as a CSV file — Jobber exports work directly — and upload it. Columns are matched by their headings, so you do not need to rearrange anything first.

Once you have a few hundred clients in there, the search box on the Clients page finds them by name, address, phone, email or anything in their notes. Phone numbers match with or without dashes, so 5193011688 finds 519-301-1688.
5

Load a starter template

Menu → Templates

This is the step people skip, and it is the one that saves the most time later.

There are 18 pre-built trade templates waiting. Find the one closest to your work, click to add it to your library, then edit the prices to match your own rates — the templates ship with placeholder pricing, and those numbers are not yours.

Once a template is set up, building a quote for that kind of job becomes: pick client, load template, adjust quantities, send. Under two minutes.

Build templates for the jobs you quote most often, not the interesting ones. The repetitive $400 callout you do twice a week is where the time goes — not the once-a-year big install.
6

Build your first quote

Menu → Quotes → New Quote

  1. Select Client — the one you added in step 4.
  2. Quote Valid Until — a date. Worth setting: material prices move, and an open-ended quote can come back to you six months later.
  3. Load your template — the line items drop straight in.
  4. Adjust quantities and prices, and use + Add Item for anything specific to this job.
  5. Notes — materials, timeline, special conditions. The client reads these.
  6. Terms & Conditions — deposit terms, payment terms, how long the price holds.
  7. Hit Save Quote.
No signal on site? Build it anyway. The quote is saved on your phone and uploads by itself the moment you are back in coverage. There is nothing to switch on and nothing to remember.
7

Send it to the client

Open the quote → client share link

Every quote has a client share link. Copy it and text or email it — texting it from the driveway before you leave is the single highest-value habit in this whole guide.

Your client opens the link on their phone. No account, no password, no app to download. They see your logo, the line items, the tax and the total, and two buttons: approve or decline.

Mark the quote Sent so your dashboard knows where it stands. You can also download an Invoice PDF if someone wants paper.

The reason to send from the driveway is simple: you are the only quote they have while they are still standing there thinking about the job. Two days later you are one of three.
8

Turn the approved quote into an invoice

Open the quote → Approve

When the client approves — from their phone, or you mark it approved yourself after a phone call — the quote converts into an invoice carrying the same line items, the same tax and the same totals.

You do not retype anything. That matters for more than convenience: retyping is where the wrong number gets sent, and a $200 typo on an invoice is a conversation nobody enjoys.

9

Get paid, and see what is outstanding

Menu → Dashboard

Record payments against the invoice as they come in — including partial payments, so a deposit and a balance are both tracked against the same job. The dashboard shows what has been quoted, what has been approved, what has been invoiced and what is still owed.

At month end, export your invoices as a CSV that imports straight into QuickBooks or Wave, so your bookkeeping is not a second round of data entry.

That is the whole core loop. Quote → send → approve → invoice → paid. Everything below is optional and can wait until you actually need it.

When you are ready for more

None of this is needed to send quotes. Come back to it when the problem it solves is one you actually have.

Schedule & My Day

Put jobs on days. My Day is the stripped-down screen for whoever is in the truck — today's jobs, addresses, notes, nothing else.

Calendar

A month view of jobs, quotes, invoices and payments together, so you can see the work and the money on the same grid.

Route

Orders the day's jobs into a driving route on a map. Worth it the moment a day has more than about four stops.

Photos

Crews attach site photos to jobs from their phones. Before-and-after, the rot behind the fascia, the state of the lane before your float went down it.

Your team

Five permission levels. A crew login sees today's jobs and addresses but never your pricing, your margins or your client list.

Templates library

Every job type you quote regularly, priced once. This is the feature that pays for the subscription.

Funnels

A public form that drops enquiries straight into your client list, so leads stop living in your voicemail.

Follow-ups

Automatic reminder emails on quotes that have gone quiet, after however many days you choose.

Stuck on something?

Email hello@crewquote.ca and it comes straight to a person, not a ticket queue. Tell us what you were trying to do and what happened instead — that is usually enough to sort it in one reply.

Create my account See plans