The questions crews actually ask. If yours isn't here, email support@getcrewplate.com — a real person replies within one business day.
About 15 minutes to your first quote. Add your company name and a couple of services with your rates, add one client, and build a quote. You don't need to set everything up first — the price book fills in as you go, and you can change any rate later.
Export your client list to CSV from your old tool, then in Crewplate go to Clients → Import. It reads common column names automatically (name, phone, email, address), and skips duplicates. Takes a couple of minutes. If the import looks wrong, don't re-run it — send us the file and we'll tell you what to fix.
Tap Forgot password? on the sign-in screen and a reset link goes to your email. If you're locked out completely — email changed, phone gone — write us and we'll verify you and sort out account recovery.
Yes. Hand them your phone and they sign with a finger — the signature, their name, and the timestamp save onto the quote. They can also approve it online from their customer portal link without you being there. Accepting a quote automatically creates the job and a draft invoice.
Quote accepted → job on the schedule → invoice drafted, all by itself. You don't retype anything. The invoice starts as a draft so you can check it before sending.
Yes. Connect your own Stripe account in Settings → Billing, and invoices get a "Pay online" link for card or bank. The money goes to your Stripe account, not ours. Processing fees are shown in the app. Check and cash still work exactly as before.
Every client gets a private link — no password — where they can see their quotes and invoices, approve a quote, pay online, and see job photos. You control what shows: live prices or "request a price," which trades appear, and your own welcome message. Find it on the client's page.
Yes. Invite them from Team, and each person gets a role — Owner, Admin, Office, Crew lead, or Tech. A Tech can't see your money pages. Those limits are enforced by the database itself, not just hidden buttons.
Crew tap to clock in against a job. The timer is stored server-side, so it survives a dead phone. Hours flow into Payroll and export as a CSV your bookkeeper will accept.
Only when you ask it to. Every ✦ feature runs when you press the button — never in the background. It uses your own prices and the company knowledge you write in Settings, so it answers like your business. Every action it takes is logged, and nothing is saved without you confirming it.
Yes — it's built for a phone in a truck. It needs a connection to save, so in a dead zone wait until you have signal before entering the day's work.
30 days free, card required to start. Cancel any time before day 30 and you're not charged. When the trial ends your plan starts and your books carry over untouched.
Neither. Month-to-month, cancel whenever. Cancelling stops the next renewal — you keep access through the period you already paid for, and you can export everything on the way out.
You do. Settings → Export everything downloads your complete records any time — clients, quotes, invoices, jobs, time. No hostage-taking.
Tell us bluntly — that feedback genuinely sets the roadmap. For a bug, say what you tapped and what happened; a screenshot helps most. We'll confirm we can reproduce it and tell you when it's fixed.
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Email support@getcrewplate.com. Tell us what you tapped and what happened — a screenshot helps most. We reply within one business day.