New to NextCrew, or training someone who is? Start here. Each area has its own Start Here page with its guides in learning order.
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
- How NextCrew Works: The Big Picture. How one shift flows from order to invoice, and the words you'll see.
- Everyday Tools: Start Here. Lists, views, tasks, notes and tags. Everyone needs these.
- Manage Clients: Start Here. Clients, contacts, rates and portal access.
- Message Your Crew and Clients: Start Here. Messages, templates and Channels.
Start with the first two. More areas are being added to this library, so check back.
Keep up with what's new
Each release adds features. The What's New folder has a page for each release, newest first.
Setting up NextCrew?
If you're the admin, start with Company Setup: Start Here instead.
Can't find what you need?
Search the help center, or ask the chatbot. If you're still stuck, raise a ticket with NextCrew support and say which screen you're on.
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