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Julio Garcia

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  • Kaseya BMS Integration

    Summary This guide will show you how to configure Crewhu survey settings and install the Crewhu survey snippet into Kaseya BMS to get a higher number of survey responses.  This module will measu...

  • Automated Birthday and Anniversary Badges

    _ What plan do we have? Summary Use Crewhu to create rules to automatically reward employees equitably on their Birthdays and company Anniversaries, making sure that no one is forgotten. The whole ...

  • Autotask SOAP Integration

    Summary This guide will show you how to set Autotask SOAP as the integration partner and install the customer survey snippet in your ticketing system. It covers the following topics: In Crewhu: Se...

  • NPS Surveys

    _ What plan do we have? I want this feature! Business Purpose Crewhu's Net Promoter Score module will help collect feedback on what your clients think outside of tickets.  It is a great way to iden...

  • New Metrics: Contests use case

    What plan do we have? Summary What you will find in this article: Create New Contests (2 examples) Combine Metrics to build a Custom Score Profile level required to set up a Contest: Admin (What...

  • Automated Public Testimonial Feed

    Requirements: A Crewhu Pro 2019 or Badass 2019 account with Admin permissions.   Business Purposes: To automatically showcase feedback received with surveys, adding credibility to the company’s rep...

  • Autotask Integration (Snippet Only)

    Summary This guide will show you how to get the customer survey snippet and install it into your Autotask ticketing system and configure the customer service settings to get a higher number of surv...

  • Survey Improvements: Survey Notes writeback to Connectwise or Autotask

    Requirements This feature released in 02-16-19 is available for the 2019 Standard, Pro and Badass plans. To set it up you will need permission to edit surveys settings in Crewhu + Connectwise REST ...

  • Automated Custom Metrics: how to create automated contests using metrics important to your business

      Requirements: A Crewhu Badass account with Admin permissions.   Business Purpose: To get everyone on the same page quickly you need to set goals, measure results and reinforce achievement through...

  • Survey Improvements: Notes

    Requirements This feature released in 02/17/19 is available to Pro 2019 and Badass plans. User profile needs permission to edit surveys. Business Purpose The inclusion of notes in the survey makes ...