Start every job with its paperwork ready: while you create a project, pick the CrewDoc templates it needs — a daily site report, a pre-pour checklist, a timesheet — and each one is added to the new project as a draft CrewDoc.
Find any CrewDoc in the company — or just the ones for one job — and duplicate, move, export, or clean them up.
CrewDocs are documents you write right inside CrewBox — daily site reports, estimates, work orders, material lists, timesheets. Name it, pick a starting point, and start typing.
Build a pre-pour checklist, daily site report, or estimate layout once as a template, then start every new CrewDoc from it. This guide covers the Templates page and the template editor in detail.
The CrewDoc editor works like a modern notes app: type, press / for blocks, and select text for formatting. Everything saves as you go.
Attach the estimate, work order, or site report a task depends on, so whoever picks up the task has the paperwork one click away.
Hand a homeowner the daily report, attach an estimate to an email, or file a timesheet — every CrewDoc prints and downloads as a clean, letter-size PDF with your company header.
Write a daily site report, estimate, or work order once, save it as a template, and start every new one from it — or have it added automatically to every new project.
Widgets are reusable blocks — your company address and logo, a customer sign-off, payment terms, a safety checklist — that you build once and drop into any CrewDoc or template with a couple of clicks.
CrewDoc tables are built for job paperwork: timesheets, material lists, estimates, and invoices. Columns can be formatted as numbers, money, or dates, and a footer row totals them for you.