Codafication

Caitlin Druery

Team Codafication

Mackenzie Kerridge

Crunchwork 

Introduction to Codafication

Introduction to Crunchwork

Use this collection to learn the basics of each module and unique features of Crunchwork

Intro to Crunchwork

A list of the apps in Crunchwork and how you can navigate between them

Crunchwork Apps and Navigation

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?

Introduction

Learn how to use Pulse to add new job allocations into Crunchwork.

How do I create Projects and Jobs?

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?

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.

Where can I see a timeline and audit history of the Project and Job?

Add time tracking records against jobs to reliably track, report and invoice. When enabled, this becomes a new app in your menu.

What is Time Tracking?

Use the csv import and export button to streamline updating your catalog

How do I import my price-book into Catalog?

Read this guide carefully for some helpful tips on adding users.

Add a new user with Admin Portal

Keep an audit trail of site attendees for WHS purposes.

How do I check in to site?

Ensure that the right people are approving trade invoices

How do I set an authority limit?

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

The Basics

This section explains the basics of viewing, editing, completing or failing tasks within Crunchwork.

How do I view and manage my tasks?

Create manual tasks for yourself and others as reminders for things to do

How do I create a task?

Reassigning a task is useful when you need to offload specific tasks to different team members.

How do I reassign a task?

How can I re-assign tasks from one employee to another?

An overview of workflows and automation within Crunchwork, and how they impact you.

What is a workflow?

This document explains the workflow relating to works or completion job types for CBS clients

CBS Works (Completion) Workflow

A detailed breakdown of the Assessment Job Type Workflow for CBS clients

CBS Assessment Workflow

An overview of the workflow for Make Safe job types for CBS clients

CBS Make Safe Workflow

A breakdown of the the tasks within an Assessment Job for CBS clients

CBS Assessment Workflow Tasks

An overview of the workflow used for Tender Job Types across all projects for CBS clients

CBS Tender Workflow

A breakdown of the the tasks within a Works Job for CBS clients

CBS Works Workflow Tasks

A breakdown of the the tasks within a Tender Job for CBS clients

CBS Tender Workflow Tasks

A detailed breakdown of the tasks within a Mark Safe Workflow for CBS clients

CBS Make Safe Workflow Tasks

Restoration Task Types

Learn how completing the book assessor task automatically generates calendar appointments.

CBS Assessment - Using the "Book Assessor" task

Tasks & Workflow

Plan ahead on jobs and track activities across your team with Calendar.

How do I see availability of resources?

How do I assign or reassign resources and appointments?

Calendar

Builders assessment reports, make safe reports, specialty reports and more.

How do I create a report?

For each restoration job site visit, you may record findings in the Restoration Report.

How do I store moisture readings in a report?

How do I store damaged inventory in a report?

The statuses found against reports help you better version control reports.

What is draft and publish in a report?

After publishing a report, you won't be able to add or edit the fields.

How do I revise reports?

Short of time? Try dictating your message to your report

How To Dictate To Report Writer with Your iPhone or iPad

Don't have time to stop and type out your report? Try dictating instead!

How To Dictate To Report Writer with an Android Device

Ever needed to add some extra detail to an image for your reports? This is how!

Mark up your images in Report Writer

The standardized builders assessment report requires a photo of the house

How do I add the front of house photos to the builders assessment report?

Report Writer

How do I create a quote?

What is Catalog? What are items, combo’s and bundles?

How can I add/check the Markup on a quote?

The statuses found against quotes help you better version control quotes.

What is draft and publish in a quote?

After publishing a quote, you won't be able to add or edit the fields.

How do I revise quotes?

Variations can be created from scratch, or can be created from an existing quote.

How do I create a variation?

How do I send my quote to clients?

How to create a Catalog line item?

Add a pre-configured list of line items quickly to quotes using the bundles feature

How to create a Catalog bundle?

How to create and use a Catalog combo?

Duplicating quotes are easy in Crunchwork

How to duplicate a quote

Export quotes into csv files and re-upload them.

Import and export quote csvs

Learn how to view a summary of costs of your quotes.

Compare costs on your quotes

What's the difference between 'revision' and 'duplicate' in quotes?

Quotes

What is Asset Manager?

How do I book an asset on a job?

Before getting started with assigning assets to jobs, you'll have to create some first.

How can I create an asset?

How do I invoice for the use of an asset?

Asset Manager

Get started with creating purchase orders with these simple steps.

How do I create a PO for a specialist report?

How do I create a PO for a make safe?

Convert a quote for your job into many purchase orders, then schedule the start and end dates of your purchase orders.

How do I create a job schedule and send purchase orders to trades?

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

Purchase Orders

How do I create and send an invoice?

How can I invoice a client for multiple quotes in a final invoice?

A guide to Excess invoices

Invoices

Credit notes can be created in Crunchwork as an invoice with a negative value

How can I raise a credit note?

What do I need to do for accounts payable (paying trade invoices)?

Use the statuses in invoices to control when invoices are exported

How can I ensure that invoices are approved before they reach my accounting system?

Easily track your authorised quotes against outgoing purchase orders and invoices.

How can I track my job costs and profits?

Finance

Learn how to view and interact with the Analytics app

How do I view Analytics?

The analytics dashboard offers the ability to customise each dashlet or create your own dashlet and whole dashboards.

How do I make changes to the Analytics Dashboards?

Analytics

How do I view details of our clients/accounts?

How do I administer clients/accounts (create, edit and disable)?

Trying to add an account to a project, but can't see it in the list? This means you need to add the account to the project type.

Make accounts available in your projects

Accounts

How do I view details of our trades?

How do I administer trades (create, edit and disable)?

Vendor manager provides a place for you to manage contact information  and compliance documents for companies you work with.

Upload supply chain members with Vendor Manager

Vendor Manager

How do I view what Postcodes are allocated to what Zones?

How do I administer Zones? (Create, edit and disable etc)

Zones

Your Crunchwork cloud might need 'tenants' to support different groups of users. Learn about tenancy here.

How do I view what Tenants are available in the system?

How do I administer Tenants and Teams? (Create, edit and disable etc)

Share project information securely with members of your organisation

Configuring Teams

Tenants and Teams

Quickly assign your team mates to jobs in bulk using our clever checkbox system

How can I bulk assign users to jobs in Pulse?

The circles you see in Pulse are visual indicators to help you understand how many jobs there are in a project and their status

What do the coloured circles mean?

Exporting your attachments is easier than ever!

How do I export images from Pulse Attachments?

Understand how emails from Crunchwork are handled against your job

Email replies in Crunchwork

Can I view open tasks from Pulse?

Pulse

November 2023 | CBS Release

Introducing Crunchwork R2

Crunchwork Release Notes

How to sync from Crunchwork to NetSuite

ENData Scope API

Integrations

Learn exactly how to submit to Opus so there's no delays!

How do I submit a document to Opus?

Learn what documents Opus accepts and how to troubleshoot documents not uploading

Why isn't my report uploading to Opus?

Opus

Start here with understanding the integration between Xero and Crunchwork

Intro to Xero and Crunchwork

Xero

Do you have an admin role and use Crunchwork? Start here with your role based training.

Crunchwork

Intro to Crunchwork

Crunchwork Release Notes

Integrations

Crunchwork Role Based Training