Getting started with RepeatCrew

RepeatCrew gives your business a CRM, inbox, calendar, estimates and invoices, automations, and an AI team that answers leads for you. This guide walks you through your first ten minutes.

Create your workspace

1. Sign up. Your 14-day free trial starts right away, and you don't need a credit card.
2. On Let's set up your workspace, enter your business name. You can also add your phone number and website.
3. Check the Time zone. It's detected from your browser, and RepeatCrew uses it for scheduling, reminders, and the AI team's quiet hours.
4. Pick your industry and click Create my workspace.

What's already set up for you

RepeatCrew fills in sensible defaults for your industry, so you can start working straight away:

• Services for your industry, which you can edit in Settings → Services.
• Business hours and booking rules: Monday–Friday 8–5, Saturday 9–2, 30-minute slots with a 15-minute buffer, and 12 hours' minimum notice. Change these in Settings → Hours & booking.
• An AI team of Riley (receptionist), Morgan (follow-up), Casey (billing), and Jordan (reputation). Every agent starts in Needs approval, so nothing is sent without you seeing it first.
• Automations that are already on:
  • an instant lead response
  • a lead follow-up sequence
  • appointment confirmations and reminders
  • review requests after a job
  • estimate follow-ups
  • payment reminders

Your first steps

The setup checklist on your Dashboard tracks your progress. We recommend doing these first:

1. Add your services and prices. The AI team uses them to quote prices and book the right job length.
2. Connect your website form. See Connect your website form.
3. Set up texting. See Set up texting.
4. Connect Stripe to get paid online. See Get paid online with Stripe.
5. Review your AI team. See Turn on the AI receptionist.
6. Invite your team. See Invite your team.

Finding your way around

The sidebar is grouped by what you're doing:

• Customers: Leads, Customers, and Calendar
• Money: Estimates, Invoices, and Payments
• Automation: AI team, Automations, Reviews, and Analytics

Settings and Help & support are at the bottom of the sidebar.

When your trial ends

Your trial includes everything in the Growth plan. When it ends, an owner or admin can choose a plan in Settings → Billing. You can still open Settings and Help & support while no plan is active, and nothing in your workspace is deleted.