What your team captures
Customer, covered services, rate notes and agreed scope.
crewTendSALES & CUSTOMER RELATIONSHIPS
Customer-specific pricing
Keep account pricing and agreed service rates with the customer.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
An account with agreed service rates.
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
An account with agreed service rates
- Customer
- covered services
- rate notes and agreed scope
Connected work record
Review the work
Review account pricing while preparing the customer estimate
- 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
Customer-specific pricing context at the point of quoting
- 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 account pricing while preparing the customer estimate.
What stays connected
Customer-specific pricing context at the point of quoting.
Know what to expect.
Where does this fit in the workday?
Start with an account with agreed service rates. Review account pricing while preparing the customer estimate. The result is customer-specific pricing context at the point of quoting.
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
Explore related capabilities.
Customer & property records
Contacts, locations, equipment and the history behind every request.
Explore the workflowSales pipeline
Track deal value, stage, owner and the next follow-up.
Explore the workflowProspect research
Organize target accounts, service areas and research notes.
Explore the workflow