What your team captures
Job, photo category, timestamp, notes and permitted location.
crewTendFIELD WORK & CREWS
Photos, files & signatures
Capture the work with section-specific attachment rules.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
A condition worth documenting.
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 condition worth documenting
- Job
- photo category
- timestamp
- notes and permitted location
Connected work record
Review the work
Capture evidence, annotate the issue and choose a linked action
- 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 photo connected to a report, task, estimate or RFI
- 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
Capture evidence, annotate the issue and choose a linked action.
What stays connected
A photo connected to a report, task, estimate or RFI.
Know what to expect.
Where does this fit in the workday?
Start with a condition worth documenting. Capture evidence, annotate the issue and choose a linked action. The result is a photo connected to a report, task, estimate or RFI.
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