What your team captures
Customer mapping, accounts, transaction amounts and connection state.
crewTendMONEY & PURCHASING
QuickBooks & ERP connections
Keep the accounting handoff visible to your office.
In developmentLive QuickBooks, Sage and other ERP connectors are not implemented.
A PRACTICAL EXAMPLE
Company transactions ready to reconcile.
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
Company transactions ready to reconcile
- Customer mapping
- accounts
- transaction amounts and connection state
Connected work record
Review the work
Review mapped records and configured synchronization
- 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
An accounting handoff with matching source references
- 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 mapped records and configured synchronization.
What stays connected
An accounting handoff with matching source references.
Know what to expect.
Where does this fit in the workday?
Start with company transactions ready to reconcile. Review mapped records and configured synchronization. The result is an accounting handoff with matching source references.
What needs to be configured?
Live QuickBooks, Sage and other ERP connectors are not implemented.
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