OFFICE & CUSTOMER EXPERIENCE

Capacity & skills planning

Match waiting jobs with technician skills and available time.

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 — Capacity & skills planning · connected to the work behind the record

A PRACTICAL EXAMPLE

More work than today’s team can cover.

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

More work than today’s team can cover

Waiting jobs
skills
time windows and available crew capacity

Prepared for the field

What your team captures

Waiting jobs, skills, time windows and available crew capacity.

What your team does

Compare assignments before confirming the next visit.

What stays connected

A reviewed staffing and appointment plan.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with more work than today’s team can cover. Compare assignments before confirming the next visit. The result is a reviewed staffing and appointment plan.

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