Overview
NextCrew makes it easy for staffing managers to share up-to-date crew assignments with clients. Crew lists can be exported at either the job or order level in PDF or Excel formats, and sent to recipients via email directly from the platform.
Navigation
- Log into the portal.
- To locate a job or order, use either the “Jobs” or “Orders” section
- Click to open the desired job or order record for which the staff list should be exported.
- On the right-hand side, find and click the “lightning” icon (⚡) on the vertical actions bar.
- The export/report options will appear—these include PDF and Excel formats.
- At the order level, an option appears to export with staff photos if required.
Once exported, an email option appears to share the report with clients or team members without leaving NextCrew.
FAQ
| Question | Answer |
|---|---|
| How do I include staff photos? | Use the order-level export and select the “with photos” option. |
| Can I send the report directly via email? | Yes, select email after export, enter recipients, and send the report from NextCrew. |
| What export formats are supported? | PDF , Excel, CSV are available for both job and order exports. |
| Does the job-level export show all staff? | No, it only displays confirmed staff for the selected job. |
| Can I send to multiple recipients? | Yes, enter multiple addresses when prompted by the email feature. |
Tip
Export via PDF for client-ready sharing, or use Excel for sorting/filtering staff data. Use the email feature to share reports instantly and securely from within NextCrew, saving time and ensuring accurate delivery.