What your team captures
Make, model, serial, installation details and warranty documents.
crewTendTrack models, serial numbers, maintenance and supporting receipts.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.

Click each step to see the information your team brings in, the review they make and the record they keep.
A pump, unit, appliance or other asset
Attach service work and photos to the correct equipment
An equipment history the next technician can use
Make, model, serial, installation details and warranty documents.
Attach service work and photos to the correct equipment.
An equipment history the next technician can use.
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.
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 setupOffice 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