FIELD WORK & CREWS

Field findings

Send documented issues and additional-work requests to the office.

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 — Field findings · connected to the work behind the record

A PRACTICAL EXAMPLE

An issue discovered during service.

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

An issue discovered during service

Observation
location
photo
urgency and recommended next step

Prepared for the field

What your team captures

Observation, location, photo, urgency and recommended next step.

What your team does

Send the documented issue for office review.

What stays connected

A finding linked to the job and possible additional work.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with an issue discovered during service. Send the documented issue for office review. The result is a finding linked to the job and possible additional work.

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