What your team captures
Current quantity, target level and warehouse availability.
crewTendFIELD WORK & CREWS
Truck replenishment
Calculate stock shortages and transfer available warehouse stock.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
A truck below its target stock.
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 truck below its target stock
- Current quantity
- target level and warehouse availability
Connected work record
Review the work
Review shortages and transfer available stock
- 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 replenishment record for the truck
- 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 shortages and transfer available stock.
What stays connected
A replenishment record for the truck.
Know what to expect.
Where does this fit in the workday?
Start with a truck below its target stock. Review shortages and transfer available stock. The result is a replenishment record for the truck.
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