Setup Your Company

Summary

Company setup and updates are done in the configuration section of Service Crews. To access the configuration section you must be logged in as an Administrator and click on Configuration under the gears icon on the right hand side of the main menu.

Basic Information

Once in the configuration section, fill in the information in the top section about your company including your company name, address, email address you want to use for sending emails through Service Crews, normal business hours, and website if applicable.

You can add your company logo here as well. Hover over the logo image placeholder in the basic information section and click edit. The logo dialog will open allowing you to select your logo file from your computer and crop it to the desired size and shape.

When you are satisfied with the logo positioning, click the update button and then click the save button on the configuration page to save your changes.

Add your Billing Information to your Subscription

When you sign up for Service Crews, you have 14 day full featured trial version of the product to setup your company before your subscription begins. You may enter your billing information at anytime before your trial ends. You will not be billed until your trial completes.

On the configuration page, below the basic information, click on “Update Subscription” or click on Subscription and Credits under the gear icon in the main menu.

On the Subscription & Credits screen, select Monthly Subscription as your plan type, enter your credit card information under payment method, and click the save button to complete your subscription setup.

Integrating with Quickbooks Online

Service Crews can synchronize customers, invoices, items and services with your Quickbooks accounting software.

On the configuration page, below the basic information, click on “Connect to Quickbooks”. A new window will open from Intuit Quickbooks asking you to log into your Quickbooks account. You will then be asked if you want to allow Service Crews to access your Quickbooks account data. Click the Authorize button to complete the setup.

Integrating with Stripe for Payment Processing

Service Crews integrates with Stripe for all payment processing. If you want to accept credit cards from your customers or if you want to participate in the Crew Rewards program you will need a Stripe account for your business.

If you do not already have a Stripe account. Click “Register with Stripe” under Collect Payments or go to https://dashboard.stripe.com/register in your browser. A new window will open, please follow the instructions from Stripe to create your account.

Once you have created your stripe account or if you already have an account. Return to the Configuration section and click “Connect to Stripe”. A new window will open from Stripe asking you to log into your Stripe account. You will then be asked if you want to allow Service Crews to read and process payments on your behalf. Click the Authorize button to complete the setup.

 

 

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