SALES & CUSTOMER RELATIONSHIPS

Pricebook & packages

Build reusable services and material prices for your team.

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 — Pricebook & packages · connected to the work behind the record

A PRACTICAL EXAMPLE

A frequently sold service.

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 frequently sold service

Service description
labor allowance
material quantity and price

Prepared for the field

What your team captures

Service description, labor allowance, material quantity and price.

What your team does

Build reusable packages and review the amounts before quoting.

What stays connected

Consistent estimate lines your team can edit.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a frequently sold service. Build reusable packages and review the amounts before quoting. The result is consistent estimate lines your team can edit.

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