What your team captures
Project value, payment milestones and financing notes.
crewTendMONEY & PURCHASING
Customer financing
Plan financing availability for larger customer projects.
In developmentThe capital planner is available. Customer credit applications, offers and funding require a lending integration.
A PRACTICAL EXAMPLE
A larger project with payment questions.
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 larger project with payment questions
- Project value
- payment milestones and financing notes
Connected work record
Review the work
Review payment options and the account’s connected services
- 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
A documented payment plan or financing inquiry
- 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
Review payment options and the account’s connected services.
What stays connected
A documented payment plan or financing inquiry.
Know what to expect.
Where does this fit in the workday?
Start with a larger project with payment questions. Review payment options and the account’s connected services. The result is a documented payment plan or financing inquiry.
What needs to be configured?
The capital planner is available. Customer credit applications, offers and funding require a lending integration.
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