Guides for Staffing Agencies: Start Here

Summary

Learn the Everyday Tools first: every screen uses them. Then learn the areas you work in, such as clients or messaging. Each area opens with a Start Here page that lists its guides in order. You don't need to read everything. Read what your job needs, and come back when something new comes up.

Learn it in this order

1. How NextCrew Works: The Big Picture. How one job flows from order to invoice, and the words you'll see.
2. Everyday Tools: Start Here. Lists, views, tasks, notes and tags. Everyone needs these.
3. Recruit Candidates: Start Here. Your application, new candidates and your pipeline.
4. Onboard New Hires: Start Here. Documents, signatures and checks, from offer to first job.
5. Manage Your Crew: Start Here. Records, positions, pay setup and staying in touch.
6. Manage Clients: Start Here. Clients, contacts, rates and portal access.
7. Fill and Schedule Jobs: Start Here. Orders, jobs and who hears about them.
8. See Today's Timesheets with Daily Pulse. Who is on site today, and who is late.
9. Message Your Crew and Clients: Start Here. Messages, templates and Channels.
10. Approve Timesheets: Start Here. Check and approve the hours.
11. Run Payroll: Start Here. Get the hours to your payroll company.
12. Invoice Clients and Get Paid: Start Here. Bill clients and record what they pay.

On this page

• Keep up with what's new
• Setting up NextCrew?
• Can't find what you need?