Start here before moving into role-specific OneCrew training. Learn how to get access, use the right browser, understand the system basics, and continue through the beginner training path.
Welcome to OneCrew training. This section is designed for new OneCrew users or anyone who needs a refresher on the basics before moving into role-specific training.
Before starting Sales, Field, or Operations training, users should understand how to accept their OneCrew invite, which browser to use, how to navigate the system, how to search for existing records, how the overall OneCrew workflow works, and why Project statuses are important.
Use the Start Here navigation on the left to complete the beginner OneCrew topics in order. These pages introduce the core system concepts users should understand before continuing into role-specific training.
Start with the purpose of the OneCrew training path and understand how the Start Here section supports role-specific training.
Learn how to find your OneCrew invitation email, open the sign-up link, and activate your account. This section also explains why Google Chrome should be used when accessing OneCrew.
Review the overall OneCrew process from customer and Project setup through estimating, proposals, scheduling, field work, costing, invoicing, and completion.
Learn how to move around OneCrew, use the main navigation areas, and understand where key Project information is located.
Learn how to search for existing Projects, Accounts, Sites, and Contacts before creating new records. Searching first helps reduce duplicates and keeps OneCrew data clean.
Learn how Accounts, Contacts, and Sites fit together and why users should search first before creating new customer or location records.
Learn what Project statuses are, why they matter, and how they help teams understand what needs to happen next.
Learn how to use the Notes feature to document important information about Projects, Accounts, and other records.
Review the naming standards for Accounts, Sites, and Projects. Consistent naming helps users search records, avoid duplicates, and keep reporting accurate.
After completing the Start Here section, users should understand the basic expectations for working in OneCrew.
After completing the Start Here section, return to the main Training page and continue with the training path that matches your role.