CrewLogix / Your workspace companion
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Clear guidance to set up your workspace, connect your tools, and keep work moving.
Run your businessDashboardUse this topic for business health and urgent work.Run your businessCatalogUse this topic for publish and maintain offerings.Run your businessTest DrivesUse this topic for schedule vehicle test drives.Run your businessRequestsUse this topic for review customer service requests.Run your businessMorning BriefUse this topic for daily operational summary.Run your businessBoostsUse this topic for request and monitor paid promotion.Run your businessCompaniesUse this topic for manage B2B relationships.Run your businessIncoming RFQsUse this topic for quote on received work.Run your businessOutgoing RFQsUse this topic for source work from partners.Run your businessDoctorsUse this topic for manage clinical resources.Run your businessAppointmentsUse this topic for manage customer bookings.Run your businessPoliciesUse this topic for manage insurance policy records.Run your businessClaimsUse this topic for review and process insurance claims.Run your businessServicesUse this topic for manage service-center offerings.Run your businessMediaUse this topic for upload reusable business media.Run your businessArticlesUse this topic for publish customer-facing content.Run your businessChatUse this topic for answer, assign, end, and archive conversations.Run your businessChat SettingsUse this topic for configure availability and automation.Run your businessResourcesUse this topic for manage bookable people, rooms, and assets.Run your businessScheduleUse this topic for plan resource appointments.Run your businessDispatchUse this topic for assign active work.Run your businessAvailabilityUse this topic for define business working periods.Run your businessDocumentsUse this topic for manage compliance evidence.Team & financeStaffUse this topic for invite and control staff access.Team & financeRole GroupsUse this topic for define staff capabilities.Team & financeQuotationsUse this topic for create and track quotations.Team & financePayment SettingsUse this topic for configure business-owned gateways.Team & financeBillingUse this topic for review platform bills and invoices.Connect your toolsIntegrationsLink an API integration: choose user session, legacy API key, OAuth2 machine client or outbound webhook.Connect your toolsAPI KeysUse this topic for manage legacy server credentials.Connect your toolsOAuth2 ClientsUse this topic for manage scoped server-to-server clients.Get startedSettingsUse this topic for manage business profile and portal behavior.Get startedProfileUse this topic for maintain public business identity.Get startedBranchesUse this topic for maintain service-center locations.Get startedPreferencesUse this topic for request service tags and set job filters.Get startedNotificationsUse this topic for review business events.Team & financeGive a teammate appropriate accessUse roles and current server authorization to grant the access a teammate needs.Connect your toolsConnect an External buyer serverUse a separate External OAuth2 client for an eligible buyer account.Connect your toolsConfigure a webhook receiverSave a public HTTPS destination and deliberately test the saved receiver.Explore modulesUnderstand ModulesReview module purpose, actual access, dependencies and permitted next steps.Explore modulesUnderstand module payment progressDistinguish payment progress from the module entitlement recorded by the server.Get startedGet started in your workspaceSelect the right company and prepare your account before working.Get startedFind a featureFind work and understand why an action is unavailable.Get startedRecover from setup errorsInterpret errors before retrying an authorized operation.