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OFFICE & CUSTOMER EXPERIENCE

Phones & call records

Review inbound calls, notes and follow-up work.

Preview the workflow Open workspace

Connected service setupLive calls and recordings need company phone setup.

Office receptionist helping a customer by phone
Phones & call records · connected to the work behind the record
A PRACTICAL EXAMPLE

An incoming or missed call.

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 incoming or missed call

  • Caller
  • call notes
  • service need and callback owner
Prepared for the field

What your team captures

Caller, call notes, service need and callback owner.

What your team does

Review the call record and assign a follow-up.

What stays connected

A recorded handoff from phone to office.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with an incoming or missed call. Review the call record and assign a follow-up. The result is a recorded handoff from phone to office.

What needs to be configured?

Live calls and recordings need company phone setup.

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

Explore related capabilities.

Booking & request intake

Collect service requests from your company website and forms.

Explore the workflow

Scheduling

Assign people, dates and time windows in a shared schedule.

Explore the workflow

Capacity & skills planning

Match waiting jobs with technician skills and available time.

Explore the workflow

Put phones & call records to work.

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