You know Legacy inside out, and it works. Moving to NextCrew 2.0 keeps everything you rely on and takes work off your plate. And you can try it without giving anything up.
Summary
NextCrew 2.0 uses the same login and the same data as Legacy. Most records stay in step between the two, so anything you add in one shows in the other. Your Crew keep the same app, and your subscription doesn't change. What you gain: Daily Pulse, saved views, dashboards, CrewPilot, texting and other App Marketplace connections, Channels and a rebuilt client portal. To start, change the end of your web address to .app and sign in as usual. What goes wrong: trying to learn everything on day one. Move one daily task at a time.
How to do it
- Go to your usual NextCrew address, ending in .app, such as yourcompany.nextcrew.app. Bookmark it.
- Sign in with your usual username and password.
- Pick one thing you do every day, such as approving timesheets, and do it in 2.0 for a week.
- Keep Legacy open alongside if you like. What you change in one shows in the other.
- Use the table below to find where each Legacy screen moved.
- Stuck? Ask CrewPilot, or choose Support at the top of any screen.
▶ Watch a quick tour of NextCrew 2.0
That's you in, with nothing to lose. Everything below shows what's waiting for you, and where to find the screens you know.
On this page
Switch at your own pace
The bar along the top shows the stage. The badge on each step shows who does it. On a phone, swipe sideways to see every step.
| Sign in | Try it | Move over | ||||||
STEP 1 You Open the .app address Same address, ending in .app. | → | STEP 2 You Sign in as usual Same username and password. | → | STEP 3 You Move one daily task Do it in 2.0 for a week. | → | STEP 4 Automatic Data stays in step What you add in one shows in the other. | → | STEP 5 You Move the next task Until 2.0 is home. |
You · Automatic
There's no switch-over day. Move one task at a time, and keep Legacy open until you don't need it.
What stays the same
| In NextCrew 2.0 | |
|---|---|
| Your login | Same username and password. |
| Your data | Crew Members, clients, orders, jobs, timesheets and settings are all there, and stay in step with Legacy. |
| Your Crew | Same NextCrew app. They don't need to do anything. |
| Your clients | Same login. They use the .app address for the client portal. |
| Your subscription | No change. |
What you gain
| In NextCrew 2.0 | What it saves you |
|---|---|
| Daily Pulse | See who's on site today, who's late and who didn't show, on one screen. |
| Saved list views | Set your filters and columns once, and open the same list every morning in one click. |
| Dashboards | Widgets such as Overtime Trends and Expired Licenses show what needs attention as you sign in. |
| CrewPilot | Ask questions in plain words: "Who is working today?" or "How do I add a client?" See Ask CrewPilot. |
| App Marketplace | Turn on texting, background checks, payroll and more without a separate login. See App Marketplace: Start Here. |
| Channels | A group chat with your Crew and clients, instead of separate texts. |
| Client portal | Clients place orders, approve timesheets and see who's on site, without calling you. |
| Tasks | Assign follow-ups to your team and see what's done. |
| Overtime Projections | See who's close to 40 hours before you book them. |
| The NextCrew API | Connect other software through the API and webhooks. |
Try it for a week
| Day | Do this in 2.0 |
|---|---|
| Day 1 | Sign in, look at your dashboard, and open Daily Pulse. |
| Day 2 | Find your Crew Members and clients. Save a list view you'll reuse. |
| Day 3 | Approve the day's timesheets in Operation › Timesheet. |
| Day 4 | Fill a job from Workspace › Orders. |
| Day 5 | Ask CrewPilot a question about your week. |
By the end of the week, the screens you use most will feel familiar. Keep Legacy open as a safety net for as long as you want it.
Where each Legacy screen moved
| In Legacy | In NextCrew 2.0 |
|---|---|
| Network › Crew Members | HR › Crew Members |
| Network › Sent Invitations | HR › Sent Invitations |
| Clients | CRM › Clients, and CRM › Contacts |
| Job Orders | Workspace › Orders |
| Jobs › Active | Workspace › Orders, then an order's Jobs tab |
| Jobs › Sent (offers) | Workspace › Orders, then an order's Offers tab |
| Calendar (jobs and orders) | Workspace › Calendar |
| Timesheet | Operation › Timesheet |
| Daily Pulse | Operation › Daily Pulse |
| Messages: Inbox and Sent | Messages › Inbox and Messages › Sent |
| Invoices, expenses and payments | Accounting › Invoices |
| Deposits | Accounting › Payments |
| Reports | Reports |
| Activity › Tasks | Tasks |
| Updates | Home, in the activity widget |
| Settings › Positions, Locations, Rate Configurations | Settings › Company Profile |
| Groups, Tags, Document Categories, HR Statuses | Settings › Code Tables |
| Integrations | Settings › App Marketplace |
| Site configuration | Settings › Site Configuration |
| Data import | Data Exchange › Data Import |
| Registration page and job board | Your landing page: Register and Job Board |
| Profile | Your initials at the top right › Profile |
Invoices, payments, deposits and expenses are kept separately in 2.0. NextCrew can move your Legacy accounting records across. Ask us when you're ready.
What your Crew and clients see
Your Crew keep using the same NextCrew app, so there's nothing for them to change. Send new Crew Welcome to NextCrew: get started in 10 minutes.
Clients sign in to the client portal at the .app address with the same login. Send them Welcome to NextCrew: your quick start as a client.
Questions people ask
Do I lose anything by moving?
No. Everything from Legacy is in 2.0, plus the new features above.
What happens to my data?
It's in both. Most records stay in step, so you can work in either.
Do I need a new password?
No. Use your usual username and password.
What's the new address?
The same as before, ending in .app, such as yourcompany.nextcrew.app.
Do my Crew need to do anything?
No. The Crew app doesn't change.
Does my subscription change?
No.
Can I go back to Legacy?
Yes, as long as Legacy is still supported. Once your move is complete, we recommend using only 2.0, so your whole team works in one place and gets every new feature.
Other ways people ask this
- Why should I switch to NextCrew 2.0?
- What's the difference between Legacy and 2.0?
- Where did a screen go in 2.0?
- How do I log in to NextCrew 2.0?
- Will I lose my data if I switch?
- What is the .app address?
Related guides
- Guides for Staffing Agencies: Start Here — learn 2.0 area by area
- How NextCrew Works: The Big Picture — how the pieces fit
- Everyday Tools: Start Here — lists, views, tasks and notes
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