SALES & CUSTOMER RELATIONSHIPS

Estimates

Present a clear scope, materials and Good / Better / Best options.

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 — Estimates · connected to the work behind the record

A PRACTICAL EXAMPLE

A repair or installation request.

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 repair or installation request

Scope
quantities
labor
materials
tax and option packages

Prepared for the field

What your team captures

Scope, quantities, labor, materials, tax and option packages.

What your team does

Compare the offer, review margin and prepare customer approval.

What stays connected

An accepted estimate ready for the job handoff.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a repair or installation request. Compare the offer, review margin and prepare customer approval. The result is an accepted estimate ready for the job handoff.

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