SALES & CUSTOMER RELATIONSHIPS

Estimate follow-ups

Review outstanding offers and prepare the next customer touchpoint.

Preview the workflow Open workspace

Connected service setupLive AI and outbound messaging require configured providers.

Field technician reviewing job information on a mobile device — Estimate follow-ups · connected to the work behind the record

A PRACTICAL EXAMPLE

An unanswered estimate.

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 unanswered estimate

Estimate date
customer history
owner and next-contact note

Prepared for the field

What your team captures

Estimate date, customer history, owner and next-contact note.

What your team does

Review a draft follow-up and approve any outgoing message.

What stays connected

A documented next step for the open estimate.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with an unanswered estimate. Review a draft follow-up and approve any outgoing message. The result is a documented next step for the open estimate.

What needs to be configured?

Live AI and outbound messaging require configured providers.

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