What your team captures
Crew members, assigned work, visit date and responsibilities.
crewTendFIELD WORK & CREWS
Crew assignments
Coordinate the people assigned to projects and site visits.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
A job needing more than one person.
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 needing more than one person
- Crew members
- assigned work
- visit date and responsibilities
Connected work record
Review the work
Coordinate the crew and review progress against the job
- 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 visible team assignment
- 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
Coordinate the crew and review progress against the job.
What stays connected
A visible team assignment.
Know what to expect.
Where does this fit in the workday?
Start with a job needing more than one person. Coordinate the crew and review progress against the job. The result is a visible team assignment.
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