What your team captures
Revenue, labor, materials, bills and other recorded costs.
crewTendMONEY & PURCHASING
Job costing
Compare actual and committed costs with the work value.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
A job whose margin needs review.
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 job whose margin needs review
- Revenue
- labor
- materials
- bills and other recorded costs
Connected work record
Review the work
Compare the amounts and open their underlying records
- 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 job profitability view based on recorded data
- 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
Compare the amounts and open their underlying records.
What stays connected
A job profitability view based on recorded data.
Know what to expect.
Where does this fit in the workday?
Start with a job whose margin needs review. Compare the amounts and open their underlying records. The result is a job profitability view based on recorded data.
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