GROWTH & MARKETING

Case studies & portfolios

Turn completed work into a customer-approved project story.

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 — Case studies & portfolios · connected to the work behind the record

A PRACTICAL EXAMPLE

A completed job with before-and-after evidence.

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 completed job with before-and-after evidence

Original problem
work performed
photos and customer permissions

Prepared for the field

What your team captures

Original problem, work performed, photos and customer permissions.

What your team does

Review the generated headline and story before sharing.

What stays connected

An approved case-study draft linked to the job.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a completed job with before-and-after evidence. Review the generated headline and story before sharing. The result is an approved case-study draft linked to the job.

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