How NextCrew Works: The Big Picture

Modified on Sun, 4 Oct at 9:04 PM

NextCrew runs your whole staffing business in one place: winning clients, hiring Crew, filling jobs, and getting everyone paid. Once you see how it fits together, every screen makes sense.

Summary

Your business has two sides, and they meet at the job. On the client side, CRM holds every prospect, client, contact and rate. On the Crew side, candidates apply, NextCrew onboards them, and they become Crew Members ready to work. When a client orders, you fill the jobs with your Crew. Crew clock in and out in the app, and their hours go on a timesheet. Approved hours feed payroll and the client's invoice. Because it's all one platform, NextCrew does much of the repeat work for you.

Your business, end to end

  1. Win and set up clients. Track prospects, then add contacts, rates and portal access in CRM. See Manage Clients: Start Here.
  2. Recruit Crew. Candidates apply and move stage by stage. See Recruit Candidates: Start Here.
  3. Onboard new hires. NextCrew sends and chases their documents. You check them and hire. See Onboard New Hires: Start Here.
  4. Keep your Crew ready. Records, credentials and availability stay current. See Manage Your Crew: Start Here.
  5. Fill the jobs. A client orders, the right Crew hear about it, and you confirm who works. See Fill and Schedule Jobs: Start Here.
  6. Crew work the job. They clock in and out in the app. You watch it live in Daily Pulse.
  7. Approve, pay and bill. Approved hours go to payroll and onto the client's invoice. See Approve Timesheets: Start Here, Run Payroll: Start Here and Invoice Clients and Get Paid: Start Here.

Your whole business, end to end

Two tracks that meet at the job. Clients: win clients and set them up in CRM, then the client orders. Crew: recruit, onboard and keep them ready in HR. Both meet at Fill the jobs in Workspace. Then Crew work the job and the hours are approved in Operation, Crew are paid through Payroll and the client is billed in Accounting

Clients and Crew are two sides of the same business, and they meet at the job. From there, one set of approved hours pays your Crew and bills your client. Nobody types them in twice.

That's your whole business in one system. Read on for what NextCrew does for you along the way, and the words you'll see at every step.


What NextCrew does for you

Everything lives in one place: your Crew, your clients, every job, timesheet and invoice. Because it's one platform, NextCrew can do the busywork for you. Here's where it saves your team the most time.

One platform, everyone connected

NextCrew at the center, holding one record for every Crew Member, client, job, timesheet and invoice, connected to your office team, the Crew app, the client portal, the App Marketplace, automation, tasks and templates, reports and dashboards, and CrewPilot AI

Your team, your Crew and your clients all work from the same record. So does everything around it. Enter something once and it shows up everywhere it's needed.

Automation

Reminders, onboarding follow-ups, timesheets, overtime, and Paid and Invoiced statuses happen on their own. Your team makes the decisions. See What NextCrew Automates for You.

Integrations

Background checks, texting, single sign-on and payroll connect to NextCrew, so nobody types the same data into two systems. See Integrations: Connect the Tools You Already Use.

Self-service

Crew apply, sign their documents, take jobs and clock in from the app. Clients place orders, approve hours and see who's coming in their portal. That means fewer calls to your office. See Self-Service: Crew and Clients Do It Themselves.

Tasks

Every follow-up goes on the right person's list, so nothing is left to memory. NextCrew creates some for you, like a reminder to finish onboarding documents. See Tasks: Nothing Falls Through the Cracks.

Templates

Write a message, email or note once, then reuse it. Shared templates keep one tone across your whole team. See Templates: Write It Once, Use It Every Time.

Reports and dashboards

Every report runs on the same data your team works in, so the numbers match. Each person can build a dashboard for their role. See Reports, Dashboards and Analytics.

CrewPilot AI

See what needs you first in the AI Command Center and the AI Ticker, and ask questions in plain words. See How CrewPilot AI Works and Ask CrewPilot.


The words you'll see most

WordWhat it means
Crew MemberA person your agency places in work. They use the NextCrew app.
ClientA business that orders staff from you. Client users sign in to the client portal.
OrderOne request from a client. It holds one or more jobs.
JobOne position on specific dates and times, such as five servers on one evening.
OfferOne Crew Member's link to one job, from requested to confirmed.
TimesheetThe hours a Crew Member worked on a job.

Next: Orders, jobs and offers: how they fit together, then Offer statuses, from Requested to Confirmed.


Three views of the same job

WhoWhere they workTheir guides
Your office teamNextCrew on the webGuides for Staffing Agencies: Start Here
Crew MembersThe NextCrew appWelcome to NextCrew: get started in 10 minutes
Client usersThe client portalWelcome to NextCrew: your quick start as a client

When a Crew Member or client asks you something, their guide shows exactly what they see.

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