CONSTRUCTION & COMMERCIAL SERVICE

Project management

Organize milestones, assigned tasks, documents and site visits.

Preview the workflow Open workspace

Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.

Construction drawings and supporting project documentation — Project management · connected to the work behind the record

A PRACTICAL EXAMPLE

A project with several site visits.

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 project with several site visits

Milestones
tasks
assigned people
files and planned dates

Prepared for the field

What your team captures

Milestones, tasks, assigned people, files and planned dates.

What your team does

Coordinate phases and review progress at each handoff.

What stays connected

A project history from planning through completion.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a project with several site visits. Coordinate phases and review progress at each handoff. The result is a project history from planning through completion.

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