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Find answers about searching for contractors, claiming your company profile, managing your listing, and posting jobs.
General
Common questions about using CrewFinder.
2 articlesGetting Started
Learn what CrewFinder is and how to use it.
1 articleClaiming Your Profile
Claim your company listing and get verified.
1 articleManaging Your Listing
Update your company info, locations, services, and more.
13 articlesGetting Found
Improve your visibility and show up in more searches.
3 articlesJob Postings
Post jobs and manage applications.
4 articlesAccount & Billing
Pricing, account settings, and sign-in credentials.
4 articlesFor Operators
Find and evaluate subcontractors for your project.
3 articlesProject Signals
Tenders, permits, capex, turnarounds — work coming to your area, ranked.
6 articlesSales Hub: Getting Started
Set up your free Sales Hub, invite teammates, and learn the basics.
4 articlesSales Hub
Track jobs, customers, quotes, tasks, and email — all in one place.
29 articlesTroubleshooting
Fix common issues with sign-in, verification, and more.
3 articlesAll Articles
General
Claiming Your Profile
Managing Your Listing
- Your Dashboard: A Guided TourA plain-English walkthrough of the CrewFinder manage dashboard — the tabs across the top, what each one does, and where to find everything.
- How to Update Your Company Contact InfoChange your company's phone number, email, website, or address on CrewFinder.
- Managing Account Access and Team MembersLearn how account ownership works, how to add colleagues to your listing, the Owner / Admin / Member roles, and Profile vs CRM access toggles.
- How to Add Photos or a Logo to Your ProfileUpload your company logo and learn how visual content improves your CrewFinder listing.
- What Does the "Verified" Badge Mean?Learn what the Verified badge on CrewFinder means, how to get it, and why it matters.
- How to Share Your Company ProfileShare your CrewFinder profile link in email signatures, bids, proposals, or on your website.
- Managing Your Inquiries InboxRead, reply to, and organise messages that operators send you through your CrewFinder profile.
- Promoting Your Verified ProfileUse the Verified badge, QR code, website embed, and printable one-pager to show off your CrewFinder profile.
- Understanding Profile Performance (Analytics)What the numbers on your Overview tab mean: profile views, search appearances, top searches, and how to use them.
- Managing Your Locations and Service AreasAdd your head office and additional bases, set a service radius, and control where you show up in location-based searches.
- Managing Services and EquipmentPick the right services, mark a primary, describe your capabilities, and list the equipment you own or operate.
- Testimonials, Clients, and Your Project GalleryAdd quotes from happy clients, link the operators you've worked with, and upload project photos that show off your work.
- Deleting Your ListingHow the Delete Listing action works, who can use it, what happens to your data, and how to recover a deleted listing.
Getting Found
- How to Improve Your ListingPractical tips to make your CrewFinder profile more visible in search results and more compelling to operators.
- What Sectors and Regions Can I List Under?A breakdown of the industries, trades, and geographic regions covered by CrewFinder.
- How to Add Certifications and Safety TicketsLearn how to add safety certifications like ISN, COR, and OSHA to your CrewFinder profile.
Job Postings
- How to Post a JobLearn how to create, publish, and manage job postings on CrewFinder, completely free.
- How to Close or Remove a Job PostingLearn how to close a filled position or permanently delete a job posting from CrewFinder.
- What Types of Jobs Can I Post?Learn what kinds of job postings are allowed on CrewFinder and how to categorise them.
- How to Share a Job PostingShare a direct link to your job posting via email, text, LinkedIn, or any other channel.
Account & Billing
- Is CrewFinder Free? What's Included?Everything you need to know about CrewFinder's pricing. Spoiler: it's completely free.
- How Do I Change My Email or Password?How to change the email address you use to sign in to CrewFinder, and why there's no password to manage.
- How Do I Delete My Account?How to delete your CrewFinder account and what happens to your company listing.
- Keeping your data safe in the Sales HubHow CrewFinder handles your contacts, deals, and quotes — who can see them, how they're protected, and what happens if you leave.
For Operators
- How Do I Search for Subcontractors?A guide for operators and general contractors on finding the right subcontractors on CrewFinder.
- How Do I Contact a Subcontractor?How to reach out to a company you've found on CrewFinder, including phone, email, and website links.
- What Does a Verified Badge Mean for a Company?For operators: what the Verified badge on a subcontractor's profile means and how to use it when evaluating companies.
Project Signals
- What is Project Signals?A heads-up feed of tenders, permits, capex announcements, turnarounds, mobilizations, and other operator activity in your area — free with every claimed CrewFinder listing.
- The Tenders tab — My tenders and All tendersEvery open federal tender in your country, with the ones we matched to your profile pulled to the top — plus a Save button on the rest to train the matcher for next time.
- How signals get matched and rankedWhat decides which signals show up at the top of your feed — distance to your service area and overlap with the services you list.
- How to improve your Project Signals matchesThin profile, thin matches. Three things you can update — locations, services, sector — to make the feed sharper.
- Project Signals FAQCommon questions about Project Signals — pricing, accuracy, privacy, what we read and don't, what to do about a wrong match.
- Tender-match email alertsWhen a new federal tender matches your shop, we email your team — at most once every six hours.
Sales Hub: Getting Started
- What is the Sales Hub?A plain-English overview of the Sales Hub — your free in-CrewFinder tool for tracking jobs you're chasing, customers, quotes, and follow-ups.
- Free Sales Hub vs ProWhat's free forever, what's locked, and what the 30-day Pro trial includes.
- Getting into your Sales Hub for the first timeWhere to find your Sales Hub, what you'll see on day one, and the first three things worth doing.
- Inviting teammates and what each role can doAdd salespeople, estimators, and admins to your Sales Hub. How the Owner / Admin / Member roles work and what Profile vs CRM access mean.
Sales Hub
- Adding contactsThree ways to get people into your Sales Hub: add one by hand, upload a CSV, or convert an inquiry from your CrewFinder inbox.
- Adding companies to your Sales HubAdd a customer company by hand or pull one in from the CrewFinder directory. Difference between Sales Hub companies and your public listing.
- Creating a job you're chasing (a “deal”)How to add a deal to your sales board, what to put in it, and what happens after you save.
- Working your sales boardDrag deals between stages, switch between board and list view, and see your pipeline on a map.
- Customising your sales board (stages)Add, rename, reorder, and delete stages on your pipeline so the board matches how your business actually sells.
- The deal page, end to endA tour of the deal detail page — what's on it, how it relates to contacts, companies, estimates, and tasks, and how to actually work it.
- Logging what happened — notes, calls, meetings, filesHow to record everything that happens on a deal, contact, or company so nothing falls through the cracks.
- The contact page, end to endA tour of the contact detail page — fields, timeline, linked deals and company, and how it stays in sync with your other records.
- Tasks and to-dosSet follow-up tasks against deals, contacts, or companies. The Tasks page shows everything you owe and everything your teammates owe.
- The company page, end to endA tour of the company detail page — fields, contacts inside the company, deals, and the link to the public CrewFinder directory.
- Pinning important notes or emails to the top of a recordUse the pin feature to keep crucial context — scope, contract terms, key contacts — visible at the top of any deal, contact, or company.
- The estimate page, end to endA tour of the estimate detail page — what each panel does, the difference between built and uploaded estimates, and how send / accept / decline works.
- Connecting your Gmail or Outlook mailboxHow to wire up your email so messages to and from contacts show up automatically in the Sales Hub. Pro / trial only.
- The workspace activity feedWhat the Activity tab shows, how to filter it, and how it differs from the timeline on a deal or contact.
- Sending email from the Sales HubHow to compose and send a real email through your connected mailbox, with attachments and your saved signature. Pro / trial only.
- Setting up your email signatureHow to save a plain-text or HTML signature so every email you send from the Sales Hub looks professional.
- Why I can't reply or forward emails inside the Sales Hub yetAn honest explanation of where we are with email and what the workaround looks like today.
- Troubleshooting an email connectionWhat to do when your mailbox won't connect, syncs stop, or you see a “your account type isn't compatible” message.
- Two ways to quote — built quotes vs uploaded PDFsPick the quote style that fits the job. Build line by line for clean repeatable work, or upload a PDF you've already prepared in your own template.
- Refer a buddy and earn creditsHow the Refer a buddy page works — your personalised link, what counts as a referral, and what your team earns when they sign up.
- Building a quote line by lineHow to add line items, apply tax rates, and turn an empty quote into a polished PDF you can send to a customer.
- Uploading your own quote PDFGot a quote already prepared in your own template? Upload the PDF and let the Sales Hub handle the customer-facing accept / decline link.
- Tax rates — Canadian, Australian, and customHow to set up sales tax rates for your quotes. One-click presets for Canada and Australia, plus how to add anything custom.
- Sending a quote to a customerWhat happens when you click Send — what your customer receives, where the link goes, and how to track responses.
- When a customer accepts (or declines) — the audit certificateWhat gets recorded when a customer signs off on your quote, and how the Certificate of Acceptance protects both sides if there's ever a dispute.
- Searching, sorting, and bulk-editing your listsHow to find what you need fast in your contacts, companies, deals, and estimates lists — and how to update many records at once.
- Custom fields — when to use them and howTrack information that doesn't fit our default fields — PO numbers, sites, certifications, prevailing-wage flags, anything specific to your business.
- Trial, grace period, and going ProWhat happens during your 30-day trial, the 7-day grace window after, and how to upgrade to Pro when you're ready.
- Asking your boss or owner to upgradeIf you're a teammate (not the workspace owner) and you want Pro, here's how the request flow works and what your owner sees.
Troubleshooting
- Common Sign-In IssuesSolutions for the most common sign-in and account problems on CrewFinder.
- My Company Isn't Showing Up in SearchTroubleshooting steps if your company isn't appearing in CrewFinder search results.
- I Claimed the Wrong Company. What Now?What to do if you accidentally claimed the wrong company listing on CrewFinder.
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