What your team captures
Expected receipts, planned expenses and funding notes.
crewTendMONEY & PURCHASING
Business capital planning
Model an investment against business cash requirements.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
A business cash-planning question.
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 business cash-planning question
- Expected receipts
- planned expenses and funding notes
Connected work record
Review the work
Review assumptions and compare the supported planning views
- 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
A documented cash-planning scenario
- 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 assumptions and compare the supported planning views.
What stays connected
A documented cash-planning scenario.
Know what to expect.
Where does this fit in the workday?
Start with a business cash-planning question. Review assumptions and compare the supported planning views. The result is a documented cash-planning scenario.
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