What your team captures
Trigger condition, additional fields and review notes.
crewTendFIELD WORK & CREWS
Conditional forms & triggers
Define when follow-up fields or inspections should be required.
Available with scope limitsRule records are available; automatic enforcement across every work type is in development.
A PRACTICAL EXAMPLE
A company rule for follow-up questions.
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 company rule for follow-up questions
- Trigger condition
- additional fields and review notes
Connected work record
Review the work
Define and review the intended conditional rule
- 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 saved form rule for the configured workflow
- 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
Define and review the intended conditional rule.
What stays connected
A saved form rule for the configured workflow.
Know what to expect.
Where does this fit in the workday?
Start with a company rule for follow-up questions. Define and review the intended conditional rule. The result is a saved form rule for the configured workflow.
What needs to be configured?
Rule records are available; automatic enforcement across every work type is in development.
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