What your team captures
Item, location, quantity and stock movement.
crewTendMONEY & PURCHASING
Inventory & materials
Manage locations, counts, transfers and reorder levels.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
Items held in a warehouse or vehicle.
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
Items held in a warehouse or vehicle
- Item
- location
- quantity and stock movement
Connected work record
Review the work
Review availability and record transfers or usage
- 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
An inventory ledger with accountable movements
- 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 availability and record transfers or usage.
What stays connected
An inventory ledger with accountable movements.
Know what to expect.
Where does this fit in the workday?
Start with items held in a warehouse or vehicle. Review availability and record transfers or usage. The result is an inventory ledger with accountable movements.
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