Learn how to move around OneCrew, use the main navigation areas, and understand where key Project information is located.
OneCrew is organized around customer records, Project records, and the work that happens as a Project moves through the process. Understanding the basic navigation will make it easier to find information, avoid duplicate records, and move between related pages.
This page introduces the main areas users should understand before moving into more detailed role-specific training.
Watch this walkthrough for a visual example of the OneCrew home page and general navigation.
If asked to sign in, use your company credentials.
The main navigation menu is used to move between major areas of OneCrew. Depending on your role, you may see options for Projects, Accounts, Schedule, Settings, Reports, or other tools.
Not every user will see the same navigation options. OneCrew access is based on user role, permissions, and business unit setup.
The Navigate search area is one of the fastest ways to find existing records in OneCrew. Users can search for Accounts, Contacts, Sites, Projects, and other related records.
A Project page brings together the information related to a specific job or opportunity. This may include customer details, estimates, proposals, documents, logs, scheduling information, actuals, and invoices.
| Area | Purpose |
|---|---|
| Project Summary | Shows high-level Project details, status, customer information, and related records. |
| Estimates | Stores pricing, cost, service, labor, material, equipment, trucking, and subcontractor details. |
| Proposals | Creates the customer-facing proposal that can be sent for review or signature. |
| Documents | Stores files such as photos, maps, signed documents, and other Project-related attachments. |
| Notes and Log | Tracks comments, updates, mentions, uploads, and system activity related to the Project. |
| Schedule and Work Orders | Connects accepted work to crew schedules and field instructions. |
| Actuals and Invoices | Supports field cost entry, costing review, and billing steps after work is completed. |
Many OneCrew pages include tabs, dropdowns, buttons, or three-dot menus that open additional actions. These actions may allow users to edit information, add related records, send documents, update statuses, or view additional details.
Before using a button to create something new, confirm that the related record does not already exist. This helps prevent duplicate Accounts, Sites, Contacts, Projects, Estimates, or documents.