What your team captures
Company details, roles, imports and service checklists.
crewTendMANAGEMENT & CONNECTIONS
Setup & adoption guide
Work through company setup, imports and the first service day.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
A company preparing its first workday.
Click each step to see the information your team brings in, the review they make and the record they keep.
crewTendInteractive product preview · sample data
Connected work record
Prepare the record
A company preparing its first workday
- Company details
- roles
- imports and service checklists
Connected work record
Review the work
Complete setup steps and review one job from start to finish
- Keep the customer, property or job attached
- Review the inputs and supporting evidence
- Confirm the responsible person and next action
Ready for your review
Keep the result
A prepared workspace for the team
- Preserve the original record and supporting documents
- Keep office and field context together
- Open the related workflow when more work is needed
What your team does
Complete setup steps and review one job from start to finish.
What stays connected
A prepared workspace for the team.
Know what to expect.
Where does this fit in the workday?
Start with a company preparing its first workday. Complete setup steps and review one job from start to finish. The result is a prepared workspace for the team.
What needs to be configured?
Set up the company, user roles and relevant customer or job records. Review the workflow with sample data before your first live use. External delivery, AI and payment actions use your company’s configured services.
Product readiness Ask about setupCan the whole team use the same record?
Office and field workflows share related company records within the access granted to each user. Keep sensitive internal notes separate from customer-facing documents and explicitly shared attachments.
Security & accessTHE NEXT STEP STAYS CONNECTED