OFFICE & CUSTOMER EXPERIENCE

Customer portal

Review customer documents, requests and service records.

Available with scope limitsThe workspace portal is a preview. Secure shared estimates and invoices have individual customer links.

Field technician reviewing job information on a mobile device — Customer portal · connected to the work behind the record

A PRACTICAL EXAMPLE

A customer’s next decision.

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 customer’s next decision

Shared estimate
invoice
service report or request

Prepared for the field

What your team captures

Shared estimate, invoice, service report or request.

What your team does

Open the authorized customer link and review its current status.

What stays connected

A clear customer action connected to the office record.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a customer’s next decision. Open the authorized customer link and review its current status. The result is a clear customer action connected to the office record.

What needs to be configured?

The workspace portal is a preview. Secure shared estimates and invoices have individual customer links.

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