What your team captures
Agreement text, signer, initials, signature and acceptance record.
crewTendSALES & CUSTOMER RELATIONSHIPS
Approvals & agreements
Capture consent, initials and signatures against the accepted document.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
A document awaiting customer approval.
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 document awaiting customer approval
- Agreement text
- signer
- initials
- signature and acceptance record
Connected work record
Review the work
Review the approved company terms before sharing the document
- 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
An acceptance record linked to the original document
- 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
Review the approved company terms before sharing the document.
What stays connected
An acceptance record linked to the original document.
Know what to expect.
Where does this fit in the workday?
Start with a document awaiting customer approval. Review the approved company terms before sharing the document. The result is an acceptance record linked to the original document.
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
Explore related capabilities.
Customer & property records
Contacts, locations, equipment and the history behind every request.
Explore the workflowSales pipeline
Track deal value, stage, owner and the next follow-up.
Explore the workflowProspect research
Organize target accounts, service areas and research notes.
Explore the workflow