What your team captures
Vendor, items, quantities, expected cost and job.
crewTendMONEY & PURCHASING
Purchase orders
Record orders, receive shipments and connect costs to work.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
Materials required for approved work.
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
Materials required for approved work
- Vendor
- items
- quantities
- expected cost and job
Connected work record
Review the work
Review the order and record receipt of the materials
- 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 purchase record linked to the job
- 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
Review the order and record receipt of the materials.
What stays connected
A purchase record linked to the job.
Know what to expect.
Where does this fit in the workday?
Start with materials required for approved work. Review the order and record receipt of the materials. The result is a purchase record linked to the job.
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