OFFICE & CUSTOMER EXPERIENCE

Customer & office alerts

Keep important changes and pending work visible.

Preview the workflow Open workspace

Connected service setupOffice records work in the workspace; external notifications require a delivery provider.

Field technician reviewing job information on a mobile device — Customer & office alerts · connected to the work behind the record

A PRACTICAL EXAMPLE

A job or document that needs attention.

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 job or document that needs attention

Event
related record
recipient and delivery preference

Prepared for the field

What your team captures

Event, related record, recipient and delivery preference.

What your team does

Review the notification and open the linked work.

What stays connected

A follow-up in the right company context.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a job or document that needs attention. Review the notification and open the linked work. The result is a follow-up in the right company context.

What needs to be configured?

Office records work in the workspace; external notifications require a delivery 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