What your team captures
Sections, observed conditions, readings, notes and photos.
crewTendFIELD WORK & CREWS
Forms & inspections
Capture consistent findings with company templates.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
An inspection or service checklist.
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 inspection or service checklist
- Sections
- observed conditions
- readings
- notes and photos
Connected work record
Review the work
Work through the form and review incomplete sections
- 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 structured inspection or service report
- 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
Work through the form and review incomplete sections.
What stays connected
A structured inspection or service report.
Know what to expect.
Where does this fit in the workday?
Start with an inspection or service checklist. Work through the form and review incomplete sections. The result is a structured inspection or service report.
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 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