What your team captures
Employee, related work, collections and company rules.
crewTendFIELD WORK & CREWS
Commission tracking
Review incentives alongside the associated work and collections.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
Work eligible for an incentive.
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
Work eligible for an incentive
- Employee
- related work
- collections and company rules
Connected work record
Review the work
Review the calculation against recorded activity
- 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 commission record the office can inspect
- 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 the calculation against recorded activity.
What stays connected
A commission record the office can inspect.
Know what to expect.
Where does this fit in the workday?
Start with work eligible for an incentive. Review the calculation against recorded activity. The result is a commission record the office can inspect.
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