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Quick Start

Go from a brand-new account to a paid invoice in about 15 minutes.

Written by Jack

1. Sign up and verify your email

Create an account at /signup. You'll get a verification email from CrewDeck — click the link to activate your account.

2. Set up your business profile

Go to Settings → Business and fill in your business name, phone, and address. These appear on your invoices, booking page, and client emails.

3. Add your first client

Go to Clients and click + New client. Enter their name, phone, email, and address.

4. Schedule your first job

Open Calendar and click any time slot between 6 AM and 9 PM. Pick your client, enter a service, title, and duration, then save.

5. Complete the job and create an invoice

On the day of the job, open it and update the status to In progress, then Completed. From the completed job, click Create invoice.

6. Send the invoice and get paid

Send the invoice by email or SMS. Your customer opens the public link and pays through Stripe. The invoice is automatically marked Paid when the payment goes through.

What to do next

  • Set up your public booking link so new customers can request service.

  • Add your services catalog so jobs can reuse default prices and durations.

  • Invite your team if you have crew.

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