SALES & CUSTOMER RELATIONSHIPS

Customer & property records

Contacts, locations, equipment and the history behind every request.

Preview the workflow Open workspace

Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.

Field technician reviewing job information on a mobile device — Customer & property records · connected to the work behind the record

A PRACTICAL EXAMPLE

A customer with several properties.

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 customer with several properties

Contacts
addresses
access notes
equipment and communication preferences

Prepared for the field

What your team captures

Contacts, addresses, access notes, equipment and communication preferences.

What your team does

Open a property to review its jobs, photos and past work.

What stays connected

One customer history with distinct service locations.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a customer with several properties. Open a property to review its jobs, photos and past work. The result is one customer history with distinct service locations.

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 setup

Can 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 & access

THE NEXT STEP STAYS CONNECTED