OFFICE & CUSTOMER EXPERIENCE

Booking & request intake

Collect service requests from your company website and forms.

Preview the workflow Open workspace

Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.

Field technician reviewing job information on a mobile device — Booking & request intake · connected to the work behind the record

A PRACTICAL EXAMPLE

A request from a company website.

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 request from a company website

Service needed
location
customer details and preferred timing

Prepared for the field

What your team captures

Service needed, location, customer details and preferred timing.

What your team does

Review the request against your services and available appointments.

What stays connected

A qualified request with a clear scheduling handoff.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a request from a company website. Review the request against your services and available appointments. The result is a qualified request with a clear scheduling handoff.

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 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