CREWTEND AI

Useful context. Clear next steps. People stay in control.

Native assistance across field, office, estimating, money and build—grounded in the records each person is allowed to use.

Start 30-day trial →Open CrewTend AI ↗

CREWTEND AI

Software that truly works for you.

See the receptionist, field assistant, and practical AI workflows in action.

Receptionist using a headset at a service desk

INCOMING SERVICE CALL“Our air conditioner stopped cooling.”

01 / AI receptionist

Every call starts a useful next step.

Capture the caller’s name, property, and service need. Apply your business rules and pass the conversation to the right person.

Caller details → service request → team follow-up

Explore ai receptionist

Collect contact and property details
Qualify the service request
Route or hand off according to your setup

Phone connection and company call rules required. The person shown is a stock model.

Open your workspace

Construction professional reviewing a tablet on site

ASK CREWTEND“What was noted on the last visit?”

02 / Your field assistant

Turn field observations into clear next steps.

Ask a question against available job notes, manuals, and saved records. Review the cited context before acting.

Job history → relevant context → your review

Explore your field assistant

Review available job context
Draft field notes and summaries
Keep source records close to the answer

Connected AI and available source records required.

Open your workspace

Plumber examining a bathroom plumbing installation

RFI · DRAFT FOR REVIEWPlumbing route clarification

03 / AI RFI drafting

A rough note becomes a question worth answering.

“The pipe route is blocked by a beam.” Turn the observation into a clear draft for the responsible professional.

Photo + voice → editable RFI → responsible person

Explore ai rfi drafting

Preserve the original observation
Suggest priority and potential impact
Find relevant saved context and possible duplicates

AI does not approve engineering, code, or safety decisions.

Receipts and accounting records being reviewed

RECEIPT REVIEWParts · $312.49 · Bennett job

04 / AI receipt capture

Get the expense out of the glove box.

Photograph a receipt, check extracted amounts, and match the expense to the right job.

Photograph → check extraction → match the job

Explore ai receipt capture

Extract supplier, date, tax, and total
Review the job and payment account
Keep the original receipt with the expense

Sample amounts. Review every extraction before posting.

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Service business owner reviewing project information

NEEDS ATTENTIONRFI-0017 is holding up tomorrow’s work

05 / Your operational briefing

Know what needs attention before the day begins.

Review unresolved RFIs, upcoming work, and saved business activity in one place.

Saved activity → blockers → manager’s next step

Explore your operational briefing

Surface unanswered field questions
Read the work dependency and due date
Open the underlying record

Illustrative briefing; live results depend on your saved records.

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Contractor studying plans for an estimate

ESTIMATE · READY TO EDITScope, evidence, and pricing in one draft

06 / AI estimate drafts

Give your expertise a head start.

Bring scope, job notes, and an RFI answer into an estimate. Review the quantities, rates, and options before sharing.

Field evidence → scope draft → pricing review

Explore ai estimate drafts

Start with the field condition
Use your pricebook and rates in the estimate editor
Keep approval and sending in your hands

AI suggestions are drafts, not verified takeoffs or final prices.

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Interactive examples · stock photographs and original CrewTend interface previews.

Plumber documenting pipework before asking for clarification

FIELD CONDITION → EVIDENCE → DECISIONSee a problem?
Show CrewTend.

BUILD / RFIs

Catch uncertainty before it becomes rework.

Circle the conflict. Describe what you see. Review the question, send it to the responsible person, and keep the answer linked to the work.

Camera → Mark up → Ask → Decide → Continue

Open RFIs in CrewTend →

Your project team makes the decision. CrewTend preserves the evidence, response, cost, and schedule history.

Lead→Property→Estimate→Job→Invoice→Payment