# OneCrew Knowledge Base ## Frequently Asked Questions - [Adding an Email Signature](https://support.getonecrew.com/articles/6325684794-adding-an-email-signature) - [Notification Settings](https://support.getonecrew.com/articles/9008152512-notification-settings) - [Resetting Your Password](https://support.getonecrew.com/articles/4650575883-resetting-your-password) - [Updating your OneCrew password](https://support.getonecrew.com/articles/2212274152-updating-your-onecrew-password) ## Projects - [Project List Map View](https://support.getonecrew.com/articles/9186132443-project-list-map-view) - [Exporting Project Data](https://support.getonecrew.com/articles/8206439288-exporting-project-data) - [Project Document Folders](https://support.getonecrew.com/articles/1051022678-project-folders) - [Project Checklists: A Guide](https://support.getonecrew.com/articles/2149134124-project-checklists-a-guide) - [Lead Intake: A Guide](https://support.getonecrew.com/articles/1585640136-lead-intake-a-guide) - [Create New Project](https://support.getonecrew.com/articles/4859906996-create-new-project) - [Adding New Leads When Creating Projects](https://support.getonecrew.com/articles/2337306594-adding-new-leads-when-creating-projects) - [Adding Bid Due Dates](https://support.getonecrew.com/articles/3675577374-adding-bid-due-dates) - [Copying Services Across Estimates or Projects](https://support.getonecrew.com/articles/7779664137-copying-services-across-estimates-or-projects) - [Navigating to Specific Projects in OneCrew](https://support.getonecrew.com/articles/9074262940-navigating-to-specific-projects-in-onecrew) - [Changing Project ID Year](https://support.getonecrew.com/articles/2756015180-changing-project-id-year) - [Duplicate Estimates / Projects with Copy Estimates](https://support.getonecrew.com/articles/6871645128-duplicate-estimates-projects-with-copy-estimates) - [Change Orders: A Guide](https://support.getonecrew.com/articles/6014571196-change-orders-a-guide) - [Project Filters: A Comprehensive Guide](https://support.getonecrew.com/articles/6687522309-project-filters-a-comprehensive-guide) - [Project Log: Your Comprehensive Guide](https://support.getonecrew.com/articles/8559845518-project-log-your-comprehensive-guide) ## Estimating - [Using Trucking Calculator in Estimates](https://support.getonecrew.com/articles/2899562472-using-trucking-calculator-in-estimates) - [Rename a Cost in Estimates](https://support.getonecrew.com/articles/4906358693-rename-a-cost-in-estimates) - [Exporting Estimate to CSV](https://support.getonecrew.com/articles/1815953462-exporting-estimate-to-csv) - [Converting Measurement Units of Service](https://support.getonecrew.com/articles/5732473608-converting-measurement-units-of-service) - [Unit and Service Contract Overview](https://support.getonecrew.com/articles/5102758621-unit-and-service-contract-overview) - [Optional Services and Multi-Estimate Projects](https://support.getonecrew.com/articles/5239850261-optional-services-and-multi-estimate-projects) - [Set Up and Use Margin Holds](https://support.getonecrew.com/articles/9858019539-set-up-and-use-margin-holds) - [Creating a New Estimate](https://support.getonecrew.com/articles/8065773486-creating-a-new-estimate) - [Creating Unit Contracts](https://support.getonecrew.com/articles/2513229553-creating-unit-contracts) - [How to Set up and Use Taxes in Estimates](https://support.getonecrew.com/articles/4594805043-how-to-set-up-and-use-taxes-in-estimates) - [Using Cost Selection for Estimates](https://support.getonecrew.com/articles/6000370240-using-cost-selection-for-estimates) - [Using the Areas Calculator](https://support.getonecrew.com/articles/6883307053-using-the-areas-calculator) - [Adding Multiple Costs to an Estimate](https://support.getonecrew.com/articles/3509692028-adding-multiple-costs-to-an-estimate) - [Setting up Cost Formulas ](https://support.getonecrew.com/articles/1597439279-setting-up-cost-formulas) - [How to Import Bid Items into an Estimate from a CSV](https://support.getonecrew.com/articles/5353551465-how-to-import-bid-items-into-an-estimate-from-a-csv) ## Services, Costs, and Vendors - [Setting up Calculated Units](https://support.getonecrew.com/articles/2407562818-setting-up-calculated-units) - [Cost Sets: A Step By Step Guide](https://support.getonecrew.com/articles/7872346118-cost-sets-a-step-by-step-guide) - [Variable Cost Rates](https://support.getonecrew.com/articles/6706383716-variable-cost-rates) - [Adding Vendors in OneCrew](https://support.getonecrew.com/articles/4486228785-adding-vendors-in-onecrew) - [Setting Default Quantities in Service Templates](https://support.getonecrew.com/articles/1829177456-setting-default-quantities-in-service-templates) - [Adding Default Margins on Costs](https://support.getonecrew.com/articles/9703246244-adding-default-margins-on-costs) - [Using Vendor Selector](https://support.getonecrew.com/articles/3139315592-using-vendor-selector) - [Customizing Cost Calculations by Service](https://support.getonecrew.com/articles/1416482924-customizing-cost-calculations-by-service) - [Building Service Templates](https://support.getonecrew.com/articles/3207059783-building-service-templates) - [Creating a Cost Template](https://support.getonecrew.com/articles/8185150338-creating-a-cost-template) - [Percentage Based Costs](https://support.getonecrew.com/articles/2134332937-percentage-based-costs) - [Using Variables in Proposals & Email Templates](https://support.getonecrew.com/articles/5871282047-using-variables-in-proposals-email-templates) - [Using Variables in Service Templates](https://support.getonecrew.com/articles/7133838276-using-variables-in-service-templates) - [Service Set Overview](https://support.getonecrew.com/articles/3294716214-service-set-overview) - [Cost Formulas: Overview ](https://support.getonecrew.com/articles/8426226039-cost-formulas-overview) - [OneCrew Subcontracting](https://support.getonecrew.com/articles/9354559769-onecrew-subcontracting) ## Proposals - [Customizing Proposal Attachments for Specific Services](https://support.getonecrew.com/articles/6907121205-customizing-proposal-attachments-for-specific-services) - [Adding Photos & Documents to Proposals](https://support.getonecrew.com/articles/7252570258-adding-photos-documents-to-proposals) - [Configuring Automatic Proposal Follow Ups](https://support.getonecrew.com/articles/1644214172-configuring-automatic-proposal-follow-ups) - [Customer Portal: A Guide](https://support.getonecrew.com/articles/2927787543-customer-portal-a-guide) - [Template Variables: Dynamic Content for Personalized Documents](https://support.getonecrew.com/articles/7042546699-template-variables-dynamic-content-for-personalized-documents) - [Web Proposals: A Step-by-Step Guide](https://support.getonecrew.com/articles/6172805570-sending-web-proposals) - [Proposal Ordering and Cover Page](https://support.getonecrew.com/articles/9586077430-proposal-ordering-and-cover-page) - [Adding Initials to Proposals](https://support.getonecrew.com/articles/6440190843-adding-initials-to-proposals) - [Adding Measurement Column to Service Table](https://support.getonecrew.com/articles/5260587962-adding-measurement-column-to-service-table) - [Customized Proposal Sections](https://support.getonecrew.com/articles/3168507797-customer-proposal-sections) - [Using Table Variables to Detail Services](https://support.getonecrew.com/articles/7897579655-using-table-variables-to-detail-services) - [Multi-Account / General Contractor Proposals](https://support.getonecrew.com/articles/6462288818-multi-account-general-contractor-proposals) - [Proposal Customization](https://support.getonecrew.com/articles/4643282424-proposal-customization) - [Adding Countersignatures to Proposals ](https://support.getonecrew.com/articles/2342603358-adding-countersignatures-to-proposals) ## Source Default Category ## Mapping & Takeoff - [Mapping: A Guide](https://support.getonecrew.com/articles/8611376438-mapping-a-guide) - [Overriding Map Measurements](https://support.getonecrew.com/articles/9731942807-overriding-map-measurements) - [PDF Takeoff Overview ](https://support.getonecrew.com/articles/7307448864-plan-takeoff-a-guide) - [Rounded and Circular Areas](https://support.getonecrew.com/articles/9560555884-rounded-and-circular-areas) - [Resolving Map Coordinate Issues](https://support.getonecrew.com/articles/1550156589-resolving-map-coordinate-issues) - [Correcting Points in Mapped Areas](https://support.getonecrew.com/articles/4331747372-correcting-points-in-mapped-areas) - [Linking Multiple Elements to Services](https://support.getonecrew.com/articles/3726183071-linking-multiple-elements-to-services) - [Map Count](https://support.getonecrew.com/articles/6943451010-map-count) - [Cutouts and Shortcuts](https://support.getonecrew.com/articles/6391821358-cutouts-and-shortcuts) - [Enhanced Mapping in OneCrew](https://support.getonecrew.com/articles/1097573721-enhanced-mapping-in-onecrew) ## Work Orders - [Work Orders](https://support.getonecrew.com/articles/1298424219-work-orders) - [Consolidating Project Costs in Work Orders](https://support.getonecrew.com/articles/8663950659-consolidating-project-costs-in-work-orders) - [Emailing Work Orders](https://support.getonecrew.com/articles/7740593645-emailing-work-orders) ## Settings - [Per-User Estimate Approval Thresholds](https://support.getonecrew.com/articles/9909068228-per-user-estimate-approval-thresholds) - [Manage Estimate Settings](https://support.getonecrew.com/articles/5026229600-manage-estimate-settings) - [Notification Preferences](https://support.getonecrew.com/articles/7304409459-notification-preferences) - [Manage Schedule Settings](https://support.getonecrew.com/articles/1198314567-manage-schedule-settings) - [Profile Settings](https://support.getonecrew.com/articles/1454950666-profile-settings) - [Manage Crew Settings](https://support.getonecrew.com/articles/7458669476-manage-crew-settings) - [Estimate Approvals for Sales](https://support.getonecrew.com/articles/2656244508-estimate-approvals-for-sales) - [Manage Proposal Settings](https://support.getonecrew.com/articles/1481987477-manage-proposal-settings) - [How to Add and Edit User Profiles and Permissions](https://support.getonecrew.com/articles/1134063762-how-to-add-manage-users) - [Manage Project Settings](https://support.getonecrew.com/articles/9231549651-manage-project-settings) - [Project Status Notifications](https://support.getonecrew.com/articles/2048856400-project-status-notifications) - [Custom Project States](https://support.getonecrew.com/articles/1655248896-custom-project-states) - [How to Create and Use Custom Project Properties](https://support.getonecrew.com/articles/8502788820-how-to-create-and-use-custom-project-properties) ## Analytics & Reporting - [Daily Actuals Report](https://support.getonecrew.com/articles/5089524909-daily-actuals-report) - [Sales Goals](https://support.getonecrew.com/articles/7526810046-sales-goals) - [Service and Cost Reports](https://support.getonecrew.com/articles/2096265568-service-and-cost-reports) - [Production and Progress Reports](https://support.getonecrew.com/articles/5735078114-production-and-progress-reports) - [Work in Progress (WIP) Report](https://support.getonecrew.com/articles/5648305816-work-in-progress-wip-report) ## Email - [Proposal Email](https://support.getonecrew.com/articles/2968337936-proposal-email) - [Send a Bulk Email](https://support.getonecrew.com/articles/8083925091-send-a-bulk-email) - [Creating an Email Template](https://support.getonecrew.com/articles/4980462103-creating-an-email-template) - [How to BCC Emails in OneCrew](https://support.getonecrew.com/articles/7991276843-how-to-bcc-emails-in-onecrew) - [OneCrew - SMS Messaging](https://support.getonecrew.com/articles/1844930697-onecrew-sms-messaging) ## Scheduling - [Scheduling with OneCrew](https://support.getonecrew.com/articles/4877997928-scheduling-with-onecrew) - [Scheduling General Events](https://support.getonecrew.com/articles/9383300423-scheduling-general-non-service-events) - [Creating Crew Tear Sheets](https://support.getonecrew.com/articles/7541164262-creating-crew-tear-sheets) - [Scheduling Filters and Notes](https://support.getonecrew.com/articles/9128617258-scheduling-filters-and-notes) - [OneCrew Dispatch](https://support.getonecrew.com/articles/9217056419-onecrew-dispatch) - [Schedule: Navigating the Month View](https://support.getonecrew.com/articles/6988966960-schedule-navigating-the-month-view) - [Automatically Split Multi-Day Events](https://support.getonecrew.com/articles/6070313784-automatically-split-multi-day-events) - [Configuring Sales Calendar](https://support.getonecrew.com/articles/3437061645-configuring-sales-calendar) ## Mobile - [OneCrew Mobile App: Your Guide](https://support.getonecrew.com/articles/5072948239-onecrew-mobile-app-your-guide) - [Editing Time Cards on Mobile](https://support.getonecrew.com/articles/3621307693-editing-time-cards-on-mobile) - [OneCrew Mobile Project Lookup](https://support.getonecrew.com/articles/2276637069-onecrew-mobile-project-lookup) - [Mobile Web Proposals](https://support.getonecrew.com/articles/8849640839-mobile-web-proposals) ## Time-Tracking - [GPS Based Time Tracking](https://support.getonecrew.com/articles/9282383603-gps-based-time-tracking) - [Time Tracking](https://support.getonecrew.com/articles/2091794554-time-tracking) ## Job Costing - [Actuals: A Comprehensive Guide](https://support.getonecrew.com/articles/7262075199-actuals-a-comprehensive-guide) - [Actuals Checklists](https://support.getonecrew.com/articles/7477833006-actuals-checklists) - [OneCrew Voice Actuals - Submitting Actuals Using Voice](https://support.getonecrew.com/articles/2319927332-onecrew-voice-actuals-submitting-actuals-using-voice) ## Invoicing - [Creating Deposit Invoices](https://support.getonecrew.com/articles/5545882858-creating-deposit-invoices) - [Partial Invoices](https://support.getonecrew.com/articles/5890080475-partial-invoices) - [Web Invoices](https://support.getonecrew.com/articles/6598937715-web-invoices) - [Creating an Invoice](https://support.getonecrew.com/articles/1918720902-creating-an-invoice) ## Payments - [Payments](https://support.getonecrew.com/articles/6825005507-payments) ## Integrations - [Hubspot Integration: A Guide](https://support.getonecrew.com/articles/3732258965-hubspot-integration-a-guide) - [Quickbooks Integration: A Guide](https://support.getonecrew.com/articles/7071028102-quickbooks-integration-a-guide) - [Setting Up Quickbooks Integration](https://support.getonecrew.com/articles/2854419552-setting-up-quickbooks-integration) - [Setting Up Hubspot Integration](https://support.getonecrew.com/articles/7617815617-setting-up-hubspot-integration) - [Lead Intake API Documentation](https://support.getonecrew.com/articles/3354622945-lead-intake-api-documentation) - [OneCrew Webhooks](https://support.getonecrew.com/articles/3834639197-onecrew-webhooks) ## Accounts, Contacts, and Sites - [Reminders and Activity Logging](https://support.getonecrew.com/articles/4982628232-reminders-and-activity-logging) - [Creating a New Account or Contact from Global Navigation](https://support.getonecrew.com/articles/9874940700-creating-a-new-account-or-contact-from-global-navigation) - [Understanding Accounts, Contacts, and Sites](https://support.getonecrew.com/articles/4473869523-understanding-accounts-contacts-and-sites) - [How to Set Up and Troubleshoot Project Maps](https://support.getonecrew.com/articles/7491365943-how-to-set-up-and-troubleshoot-project-maps) - [TruTec Instant Takeoffs in OneCrew](https://support.getonecrew.com/articles/7813555383-truetech-instant-takeoffs-in-onecrew)