Skip to main content

The Basics

2 authors19 articles
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