EXPLORE THE CREWTEND PLATFORM

Find the tools for your next better workday.

Explore capabilities by task. Every page explains the workflow, the records involved and any setup requirements.

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86 features

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Customer & property records

Contacts, locations, equipment and the history behind every request.

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Sales pipeline

Track deal value, stage, owner and the next follow-up.

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Prospect research

Organize target accounts, service areas and research notes.

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Sales plays

Turn renewal dates and follow-up ideas into assigned actions.

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Estimates

Present a clear scope, materials and Good / Better / Best options.

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Approvals & agreements

Capture consent, initials and signatures against the accepted document.

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Pricebook & packages

Build reusable services and material prices for your team.

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Customer-specific pricing

Keep account pricing and agreed service rates with the customer.

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Estimate follow-ups

Review outstanding offers and prepare the next customer touchpoint.

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Sales performance

Review estimates and recorded revenue with the source close by.

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Booking & request intake

Collect service requests from your company website and forms.

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Scheduling

Assign people, dates and time windows in a shared schedule.

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Capacity & skills planning

Match waiting jobs with technician skills and available time.

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Routes & travel

Review stop sequences and open directions to the next job.

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Customer portal

Review customer documents, requests and service records.

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Two-way texts

Keep inbound messages, replies and customer context together.

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Phones & call records

Review inbound calls, notes and follow-up work.

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Customer & office alerts

Keep important changes and pending work visible.

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Memberships & maintenance

Manage recurring scope, customer acceptance and paused plans.

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Customer & equipment history

Keep past work, findings and equipment details in the full profile.

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Technician location

See device location and numbered jobs in the daily map.

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Company search

Find saved customers, jobs and documents across the workspace.

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Mobile workspace

Carry the daily schedule, job details and service tools into the field.

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Work orders

Connect scope, assigned visits, attachments and completion.

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Tasks & service checklists

Give each work type its own checks and custom values.

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Forms & inspections

Capture consistent findings with company templates.

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Conditional forms & triggers

Define when follow-up fields or inspections should be required.

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Equipment & warranties

Track models, serial numbers, maintenance and supporting receipts.

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Equipment scanning

Keep nameplate photos with equipment identification.

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Field findings

Send documented issues and additional-work requests to the office.

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Crew assignments

Coordinate the people assigned to projects and site visits.

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Time & timesheets

Record work time, pauses and entries for office review.

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Commission tracking

Review incentives alongside the associated work and collections.

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Inventory in the field

Review assigned stock and record material movements.

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Truck replenishment

Calculate stock shortages and transfer available warehouse stock.

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Offline field records

Keep downloaded records and queue changes until connectivity returns.

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Photos, files & signatures

Capture the work with section-specific attachment rules.

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Project management

Organize milestones, assigned tasks, documents and site visits.

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Daily logs

Record site progress, crew, materials, conditions and delays.

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Requests for information

Assign questions, track due dates and preserve responses.

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Change orders

Track scope changes and their cost and schedule impact.

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Drawings & project documents

Keep files, progress photos and project records together.

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Progress billing

Calculate earned work, retainage and previously billed amounts.

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Project financials & WIP

Compare contract value, costs, earned work and remaining value.

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Multi-party billing

Allocate one bill across customers and create linked draft invoices.

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Commercial service agreements

Keep recurring scope and visit schedules under one account.

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Subcontractor collaboration

Give assigned teams a place for progress and job photos.

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Invoices & receivables

Preview, send, resend and track invoice balances.

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Online payments & 3DS

Request card authentication and record invoice acceptance.

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Tap to Pay

Collect contactless card payments on a supported mobile device.

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Customer financing

Plan financing availability for larger customer projects.

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Bills & accounts payable

Record vendor bills and review their purchase-order match.

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Three-way matching

Compare bill quantities and prices with orders and receipts.

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Purchase orders

Record orders, receive shipments and connect costs to work.

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Inventory & materials

Manage locations, counts, transfers and reorder levels.

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Job costing

Compare actual and committed costs with the work value.

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Payroll preparation

Calculate reviewable gross pay from hours and company rates.

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Project wage schedules

Record project-specific base and fringe rates for payroll preparation.

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Accounting handoff

Review bills and export operational records for reconciliation.

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QuickBooks & ERP connections

Keep the accounting handoff visible to your office.

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Transaction records

Review invoices, collections and purchasing records from one hub.

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Business capital planning

Model an investment against business cash requirements.

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Campaign planning

Organize audience, channel, budget and follow-up dates.

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Marketing attribution

Keep lead source, opportunity and recorded sales together.

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Review campaigns

Set request triggers and frequency for completed work.

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Social publishing

Build approved posts from your work and selected photos.

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Company website builder

Create a branded website with editable sections and intake forms.

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Case studies & portfolios

Turn completed work into a customer-approved project story.

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CrewTend AI

Ask about company records, dictate an update and review a draft.

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AI contact center

Answer after a configured ring delay and capture or book eligible work.

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Smart online booking

Use company job types and availability to collect the right request.

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AI-assisted schedule

Propose assignments using preferred dates, skills and known locations.

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Fleet intelligence

Track vehicles, starting mileage, maintenance and service intervals.

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Field coaching

Review documented work and record technician coaching actions.

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Advanced pricebook

Standardize packages and maintain company-controlled pricing.

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Client nurture

Plan the next contact using customer history and company rules.

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Dashboards & scorecards

Review recorded work, collections and technician performance.

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Custom reports

Select fields, filter source records and export a CSV.

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Report schedules

Record report owners, frequency and delivery preferences.

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Multiple companies & locations

Keep separate company workspaces and service standards.

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Integration directory

See available connections and the setup each one needs.

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API & MCP access

Connect compatible tools to scoped company records.

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Setup & adoption guide

Work through company setup, imports and the first service day.

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Learning & resources

Find native tools, checklists and practical workflow guides.

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White label

Apply company branding to supported customer experiences.

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AI Estimating Engine

Build a four-sector bid from plans, public links and your pricebook. Review takeoffs, sources and phased values, then export Excel, Word or PDF.

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