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Article

Connect Facebook and Confirm Lead Sync

Confirm the selected Facebook Page, cached lead forms, webhook health, and the first authorized lead record without treating provider delivery as guaranteed.

facebook meta lead intake integrations forms
Updated May 15, 2026
Article

Diagnose Unrouted or Disconnected Phone Numbers

Use saved routing, provider health, recipient readiness, and failover evidence to diagnose voice and messaging problems without guessing.

phone numbers routing voice troubleshooting communications
Updated May 15, 2026
Article

SMS Business Registration Step-by-Step

Prepare accurate business details, submit the shared SMS registration, and continue with the correct local or toll-free verification path.

sms registration 10dlc toll-free messaging compliance
Updated May 15, 2026
Article

Route at Least One Phone Number

Configure an inbound phone number with current routing targets, simultaneous recipients, forwarding, and voicemail failover.

onboarding phone numbers routing voice communications
Updated May 15, 2026
Article

Get SMS Registration Approved

Complete the SMS business profile, submit it for provider review, and understand what approval does and does not enable.

onboarding sms registration messaging communications compliance
Updated May 15, 2026
Article

Check Stripe Connection and Payment Readiness

Confirm Crewvana can see the connected Stripe account and know which payout checks must be completed in Stripe.

stripe payments integrations billing payouts
Updated May 15, 2026
Article

Connect Facebook Lead Source

Authorize Facebook, select the intended Page, save the connection, and understand the external permissions required for lead and message delivery.

onboarding facebook meta integrations lead intake
Updated May 15, 2026
Article

Enable Your Front Page

Publish the optional hosted front page and verify that the saved setting completes onboarding.

onboarding front page funnels lead intake
Updated May 15, 2026
Article

Create Your First Form

Create and save a customer-facing lead form to complete the optional form onboarding step.

onboarding forms lead capture lead intake
Updated May 15, 2026
Article

Connect Stripe

Connect the Stripe account used to collect customer payments through jobs, invoices, and payment links.

onboarding stripe integrations payments
Updated May 15, 2026
Article

Configure Schedule Settings

Set the company time zone, calendar week, visit reminder, and seven-day operating schedule required by onboarding.

onboarding schedule settings timezone operating hours
Updated May 15, 2026
Article

Complete Your Business Profile

Finish the company identity and signup details that Crewvana uses to measure business-profile onboarding progress.

onboarding business profile company settings setup
Updated May 15, 2026