FIELD WORK & CREWS

Equipment & warranties

Track models, serial numbers, maintenance and supporting receipts.

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

Technician documenting HVAC equipment in the field
Equipment & warranties · connected to the work behind the record
A PRACTICAL EXAMPLE

A pump, unit, appliance or other asset.

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 pump, unit, appliance or other asset

  • Make
  • model
  • serial
  • installation details and warranty documents
Prepared for the field

What your team captures

Make, model, serial, installation details and warranty documents.

What your team does

Attach service work and photos to the correct equipment.

What stays connected

An equipment history the next technician can use.

Know what to expect.

Where does this fit in the workday?

Start with a pump, unit, appliance or other asset. Attach service work and photos to the correct equipment. The result is an equipment history the next technician can use.

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

Explore related capabilities.

Put equipment & warranties to work.