OFFICE & CUSTOMER EXPERIENCE

Customer & equipment history

Keep past work, findings and equipment details in the full profile.

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 — Customer & equipment history · connected to the work behind the record

A PRACTICAL EXAMPLE

A technician preparing for a return visit.

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 technician preparing for a return visit

Previous jobs
notes
readings
photos and equipment details

Prepared for the field

What your team captures

Previous jobs, notes, readings, photos and equipment details.

What your team does

Review earlier findings before recording new work.

What stays connected

A continuous service history.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a technician preparing for a return visit. Review earlier findings before recording new work. The result is a continuous service history.

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