Features / CrewDocs

Create any document or form you can imagine — and share it with the crew

Build safety checklists, inspection forms, daily logs, material lists, estimates and work orders right inside the project. Publish them and your crew fills them out on their phones — checking off items, adding notes and updating tables on site.

Estimate · Maple St deck rebuild

EstimateMaple St · Deck rebuild

Item	Qty	Rate	Amount
Pressure-treated joists	18	$24.00	$432.00
Composite decking	42	$38.50	$1,617.00
Labor (crew of 3)	16	$65.00	$1,040.00
Subtotal			$3,089.00
Sales Tax 5%			$154.45
Total			$3,243.45

Tables that do the math

Set columns as currency, number, percent, date or crew member, add totals, multiply columns, and add a sales tax row. The totals update as you type.

Start from a template

Invoice, Estimate, Work Order, Project Material List and Time & Labor tables are ready to go. Save your own docs as templates, too.

Pull in the job

Insert your company logo, the project header and details, and project photos as a grid, mosaic, spotlight or filmstrip — no copy and paste.

Branded PDFs

Set a repeating header and footer, choose portrait or landscape, then print or export a PDF your client can keep.

Everything included

Type “/” for headings, lists, checklists, quotes and tables
Bold, italic, underline, highlight and links
Smart tables with column totals and tax rows
Invoice, Estimate, Work Order, Material List and Time & Labor templates
Project photos in four layouts
Company logo and project details
Draft and Published, with autosave
Link a CrewDoc to tasks and projects
Print and PDF export
Read and edit published CrewDocs on the phone

CrewDocs are created and exported in the CrewBox web console. Published CrewDocs appear in the mobile app; editing on the phone needs a connection.