What your team captures
Assigned stock, item quantity, movement and related job.
crewTendFIELD WORK & CREWS
Inventory in the field
Review assigned stock and record material movements.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
Materials needed on a field 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
Materials needed on a field visit
- Assigned stock
- item quantity
- movement and related job
Connected work record
Review the work
Record stock used or transferred for the work
- 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 material movement tied to the visit
- 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
Record stock used or transferred for the work.
What stays connected
A material movement tied to the visit.
Know what to expect.
Where does this fit in the workday?
Start with materials needed on a field visit. Record stock used or transferred for the work. The result is a material movement tied to the visit.
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