What your team captures
Report type, recipient, schedule and delivery settings.
crewTendMANAGEMENT & CONNECTIONS
Report schedules
Record report owners, frequency and delivery preferences.
Available with scope limitsSchedules are saved for office planning. Automatic report delivery is not implemented.
A PRACTICAL EXAMPLE
A recurring reporting need.
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 recurring reporting need
- Report type
- recipient
- schedule and delivery settings
Connected work record
Review the work
Save the reporting preference and review supported delivery
- 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 reporting plan with defined recipients
- 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
Save the reporting preference and review supported delivery.
What stays connected
A reporting plan with defined recipients.
Know what to expect.
Where does this fit in the workday?
Start with a recurring reporting need. Save the reporting preference and review supported delivery. The result is a reporting plan with defined recipients.
What needs to be configured?
Schedules are saved for office planning. Automatic report delivery is 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