This page overviews the different sections covered in our knowledge base.
Each section is designed to help you understand and utilize the different features and tools available in CrewCost.
Overview
The Overview section gives you a clear introduction to CrewCost, a cloud-based accounting software designed for construction businesses. This section highlights CrewCost’s main advantages, including its construction-specific features, real-time insights, ease of use, and the potential for improving profit margins.
Core Concepts
The Core Concepts section is designed to help you understand the foundational accounting principles crucial for effectively using CrewCost. In this section, you’ll find clear definitions and explanations of key construction accounting concepts like retainage, bills, and expenses.
Dashboard Overview
The Dashboard Overview section in CrewCost is designed to help you track your company's financial performance. You'll learn how to use the two main views—Profitability and Cash Flow—to monitor and manage key financial metrics.
The Profitability view gives insights into revenue, costs, and profits over time, while the Cash Flow view focuses on the actual movement of money in and out of your business. This section also provides practical guidance on leveraging these views to make informed financial decisions.
Accounts Receivable
The Accounts Receivable section focuses on everything you need to manage incoming payments. Here, you'll learn how to set up and import customer data, add and import products, and configure cost codes and types, ensuring that your project budgets are accurate.
You'll also find guidance on managing invoices, including retainage and payments, to keep track of your receivables efficiently. Each of these steps is crucial for maintaining a clear and organized financial process within CrewCost.
Accounts Payable
The Accounts Payable section focuses on efficiently managing your company's outgoing finances, including handling expenses like bills, purchase orders, and vendor credits.
It also covers maintaining and organizing vendor information and transactions to ensure your financial records are accurate. Additionally, this section provides guidance on creating and managing checks for vendor payments, helping you keep track of all outgoing funds effectively.
Job Center
The Job Center section guides you through the crucial steps of managing your construction projects within CrewCost. This includes creating accurate job estimates and managing contracts to ensure your projects are financially sound from the start.
The section covers how to add contacts and manage contract invoicing, helping you keep all aspects of your project tracking and billing organized and efficient. You'll also find guidance on tracking job-specific expenses to maintain precise costing throughout the project lifecycle.
Time Tracking
The Time Tracking section focuses on helping you effectively manage the time-tracking aspects of your projects in CrewCost. This includes detailed guidance on managing timesheet approvals, ensuring that both supervisors and employees can easily handle time-related tasks.
Additionally, the section provides instructions for setting up mobile workflows, making it convenient for team members to log their time from any location. You’ll also find steps to add and edit time entries, allowing you to maintain accurate records of hours worked across various projects.
Reports
The Reports section helps you utilize data effectively by detailing the types of reports available, their significance, and how to create and customize them to fit your business needs. It simplifies the process of generating insights, so you can easily monitor project performance and track financial metrics.
Accounting
The Accounting section guides you through essential financial processes, such as handling reconciliations, managing the Chart of Accounts, creating journal entries, and adding new tax agencies.
It ensures you maintain accurate financial records and helps streamline your company's accounting practices, making tracking and managing financial transactions easier.
Settings
The Settings section in CrewCost allows you to customize the application to fit your business's specific needs. It provides tools for updating business information, managing your team, adjusting time zones, and configuring payroll and cost codes.
Furthermore, it includes options for setting up inclusions and exclusions in project estimates, selecting an accounting method, and viewing user roles and permissions. The Profile Settings also help you manage your personal and business-related details, ensuring your CrewCost environment is accurately configured for efficient operation.
What's next?
Keep exploring our platform by taking the next step: Core Concepts page.