What your team captures
Date range, source records, selected measures and pending work.
crewTendMANAGEMENT & CONNECTIONS
Dashboards & scorecards
Review recorded work, collections and technician performance.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
A business day requiring attention.
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 business day requiring attention
- Date range
- source records
- selected measures and pending work
Connected work record
Review the work
Open the records behind a summary card
- 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
An operational view with a clear next action
- 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
Open the records behind a summary card.
What stays connected
An operational view with a clear next action.
Know what to expect.
Where does this fit in the workday?
Start with a business day requiring attention. Open the records behind a summary card. The result is an operational view with a clear next action.
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