Logging in and basic navigation
A quick first walkthrough of logging in, moving around CrossMerg, and finding the screens you’ll use every day.
Read this guide →Help & Guides
Short, concrete guides for everyday workflows.
Browse by topic or search for a specific task. Each guide is written for owners and small teams, not software admins.
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First steps to get comfortable logging in, adding customers, and moving around.
Adding your first contacts and companies
How to add the first real customers to your workspace, link them to companies, and keep records clean as you grow.
Read this guide →Quotes & jobs
From first quote to completed job: how to keep work flowing.
Creating and sending your first quote
How to build, send, and track your first quote so you can move from conversation to scheduled work.
Read this guide →Setting up basic job stages
A simple way to define a few clear job stages so everyone on the team knows what’s next for each job.
Read this guide →Billing & invoicing
Turning finished work into clean invoices and payments. (Coming soon.)
Guides for this category are coming soon.
Team management
Inviting teammates and setting permissions. (Coming soon.)
Guides for this category are coming soon.
Settings
Fine-tuning CrossMerg to match your workflow. (Coming soon.)
Guides for this category are coming soon.