Intro to Crunchwork
Use this collection to learn the basics of each module and unique features of Crunchwork
By Caitlin and 2 others3 authors108 articles
Introduction to Codafication
Introduction to Crunchwork
Crunchwork Apps and NavigationA list of the apps in Crunchwork and how you can navigate between them
What are Accounts?
What is the Calendar App?
What is the Catalog app?
What are Contacts?
What is the Dashboard app?
What is Pulse?
What are Zones?
What are Projects and Jobs? How do they interact with each other?
What are the different Project and Job Types? What are their differences?
How do I search, filter and navigate my way through Projects and Jobs?
How are Key Performance Indicators tracked and managed?Learn how to track your job KPIs.
How do I create Projects and Jobs?Learn how to use Pulse to add new job allocations into Crunchwork.
How do I search for and view my jobs?
How do I view what Teams are available in the system?
How do I assign our team to Projects and Jobs?
How do I add clients and loss adjuster to jobs and their invoices?
How can I mark a project with a CAT code?
How can I mark a project with a Vulnerable Customer?
How do I add contacts such as homeowners, tenants, brokers or Loss Adjusters to a Project or Job?
How do I communicate with my stakeholders?
How can I lodge a dispute, notify my seniors, and track it?
Where can I see a timeline and audit history of the Project and Job?Audit trails exist on both the project and job level, so you can easily trace the history of communications, tasks and more for your claims.
What is Time Tracking?Add time tracking records against jobs to reliably track, report and invoice. When enabled, this becomes a new app in your menu.
How do I import my price-book into Catalog?Use the csv import and export button to streamline updating your catalog
Add a new user with Admin PortalRead this guide carefully for some helpful tips on adding users.
How do I check in to site?Keep an audit trail of site attendees for WHS purposes.
How do I set an authority limit?Ensure that the right people are approving trade invoices
How do I add a new Dashboards to a user account?
How do I view my Assessment Quote from a Works Job?
Introduction to Line Item Management
How do I view and manage my tasks?This section explains the basics of viewing, editing, completing or failing tasks within Crunchwork.
How do I create a task?Create manual tasks for yourself and others as reminders for things to do
How do I reassign a task?Reassigning a task is useful when you need to offload specific tasks to different team members.
How can I re-assign tasks from one employee to another?
What is a workflow?An overview of workflows and automation within Crunchwork, and how they impact you.
CBS Works (Completion) WorkflowThis document explains the workflow relating to works or completion job types for CBS clients
CBS Assessment WorkflowA detailed breakdown of the Assessment Job Type Workflow for CBS clients
CBS Make Safe WorkflowAn overview of the workflow for Make Safe job types for CBS clients
CBS Assessment Workflow TasksA breakdown of the the tasks within an Assessment Job for CBS clients
CBS Tender WorkflowAn overview of the workflow used for Tender Job Types across all projects for CBS clients
CBS Works Workflow TasksA breakdown of the the tasks within a Works Job for CBS clients
CBS Tender Workflow TasksA breakdown of the the tasks within a Tender Job for CBS clients
CBS Make Safe Workflow TasksA detailed breakdown of the tasks within a Mark Safe Workflow for CBS clients
Restoration Task Types
CBS Assessment - Using the "Book Assessor" taskLearn how completing the book assessor task automatically generates calendar appointments.
How do I create a report?Builders assessment reports, make safe reports, specialty reports and more.
How do I store moisture readings in a report?For each restoration job site visit, you may record findings in the Restoration Report.
How do I store damaged inventory in a report?
What is draft and publish in a report?The statuses found against reports help you better version control reports.
How do I revise reports?After publishing a report, you won't be able to add or edit the fields.
How To Dictate To Report Writer with Your iPhone or iPadShort of time? Try dictating your message to your report
How To Dictate To Report Writer with an Android DeviceDon't have time to stop and type out your report? Try dictating instead!
Mark up your images in Report WriterEver needed to add some extra detail to an image for your reports? This is how!
How do I add the front of house photos to the builders assessment report?The standardized builders assessment report requires a photo of the house
How do I create a quote?
What is Catalog? What are items, combo’s and bundles?The guide to managing Catalog
How can I add/check the Markup on a quote?
What is draft and publish in a quote?The statuses found against quotes help you better version control quotes.
How do I revise quotes?After publishing a quote, you won't be able to add or edit the fields.
How do I create a variation?Variations can be created from scratch, or can be created from an existing quote.
How do I send my quote to clients?
How to create a Catalog line item?
How to create a Catalog bundle?Add a pre-configured list of line items quickly to quotes using the bundles feature
How to create and use a Catalog combo?
How to duplicate a quoteDuplicating quotes are easy in Crunchwork
Import and export quote csvsExport quotes into csv files and re-upload them.
Compare costs on your quotesLearn how to view a summary of costs of your quotes.
What's the difference between 'revision' and 'duplicate' in quotes?
How do I create a PO for a specialist report?Get started with creating purchase orders with these simple steps.
How do I create a PO for a make safe?
How do I create a job schedule and send purchase orders to trades?Convert a quote for your job into many purchase orders, then schedule the start and end dates of your purchase orders.
How do I reconcile trade purchase orders?
How can I check the margin or cost savings on a purchase order?
Deletion of 'Allocated' Line Items
How can I raise a credit note?Credit notes can be created in Crunchwork as an invoice with a negative value
What do I need to do for accounts payable (paying trade invoices)?
How can I ensure that invoices are approved before they reach my accounting system?Use the statuses in invoices to control when invoices are exported
How can I track my job costs and profits?Easily track your authorised quotes against outgoing purchase orders and invoices.
How do I view what Tenants are available in the system?Your Crunchwork cloud might need 'tenants' to support different groups of users. Learn about tenancy here.
How do I administer Tenants and Teams? (Create, edit and disable etc)
Configuring TeamsShare project information securely with members of your organisation
How can I bulk assign users to jobs in Pulse?Quickly assign your team mates to jobs in bulk using our clever checkbox system
What do the coloured circles mean?The circles you see in Pulse are visual indicators to help you understand how many jobs there are in a project and their status
How do I export images from Pulse Attachments?Exporting your attachments is easier than ever!
Email replies in CrunchworkUnderstand how emails from Crunchwork are handled against your job
Can I view open tasks from Pulse?