First-time setup

After you confirm your email, CrewRoo walks you through two short steps. A progress bar shows Step 1 of 2 and Step 2 of 2.

Step 1: Welcome aboard

Check your First Name and Last Name, and add a Company Name if you invoice under a business name.

Under For your invoices (optional) you can add your Phone and mailing address. These print at the top of every invoice, but they can wait: CrewRoo asks for them before your first invoice if they're missing. If you start an address, finish it or leave it all blank.

Tap Continue →, or Skip for now — add it before your first invoice.

Step 2: Add your first client

Add the operator or flight department you work with most. You need an Email and either a name or a Company Name. You can also add CC emails, tail numbers, and trip-number settings now or later. See Add a client.

Tap Add Client, or Skip for now →.

Either way, you land on the dashboard. You'll need at least one client before you can create a trip or an expense report.

Finish the rest later

The dashboard shows a Finish setting up checklist for anything optional you skipped: your mailing address, your first client, your W-9, and payment details. See The dashboard.