OFFICE & CUSTOMER EXPERIENCE

Memberships & maintenance

Manage recurring scope, customer acceptance and paused plans.

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 — Memberships & maintenance · connected to the work behind the record

A PRACTICAL EXAMPLE

An ongoing maintenance relationship.

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 ongoing maintenance relationship

Covered scope
visit frequency
acceptance and plan status

Prepared for the field

What your team captures

Covered scope, visit frequency, acceptance and plan status.

What your team does

Review visits and update the agreement when scope changes.

What stays connected

Recurring work tied to a customer agreement.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with an ongoing maintenance relationship. Review visits and update the agreement when scope changes. The result is recurring work tied to a customer agreement.

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