What your team captures
Provider, credentials, company configuration and connection status.
crewTendMANAGEMENT & CONNECTIONS
Integration directory
See available connections and the setup each one needs.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
A workflow needing a connected 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
A workflow needing a connected service
- Provider
- credentials
- company configuration and connection status
Connected work record
Review the work
Review setup instructions and validate the configured workflow
- 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 connection with clear operating requirements
- 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 setup instructions and validate the configured workflow.
What stays connected
A connection with clear operating requirements.
Know what to expect.
Where does this fit in the workday?
Start with a workflow needing a connected service. Review setup instructions and validate the configured workflow. The result is a connection with clear operating requirements.
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