CONSTRUCTION & COMMERCIAL SERVICE

Multi-party billing

Allocate one bill across customers and create linked draft invoices.

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 — Multi-party billing · connected to the work behind the record

A PRACTICAL EXAMPLE

A bill shared across customers.

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 bill shared across customers

Participants
allocation amounts and source bill

Prepared for the field

What your team captures

Participants, allocation amounts and source bill.

What your team does

Review that allocations reconcile before creating drafts.

What stays connected

Linked draft invoices for the participating customers.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a bill shared across customers. Review that allocations reconcile before creating drafts. The result is linked draft invoices for the participating customers.

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