AI & ADVANCED TOOLS

CrewTend AI

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

Preview the workflow Open workspace

Connected service setupAI answers and transcription require the configured AI provider.

Field technician reviewing job information on a mobile device — CrewTend AI · connected to the work behind the record

A PRACTICAL EXAMPLE

A question or draft tied to company work.

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 question or draft tied to company work

Permitted records
rough notes and relevant attachments

Prepared for the field

What your team captures

Permitted records, rough notes and relevant attachments.

What your team does

Review the suggestion and its context before acting.

What stays connected

A useful draft or next step with a person in control.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a question or draft tied to company work. Review the suggestion and its context before acting. The result is a useful draft or next step with a person in control.

What needs to be configured?

AI answers and transcription require the configured AI provider.

Product readiness Ask about setup

Can 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 & access

THE NEXT STEP STAYS CONNECTED