MANAGEMENT & CONNECTIONS

Custom reports

Select fields, filter source records and export a CSV.

Preview the workflow Open workspace

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

Field technician reviewing job information on a mobile device — Custom reports · connected to the work behind the record

A PRACTICAL EXAMPLE

A business question about recorded 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

A business question about recorded work

Date range
filters
jobs
invoices and costs

Prepared for the field

What your team captures

Date range, filters, jobs, invoices and costs.

What your team does

Compare the results and inspect the source entries.

What stays connected

A report grounded in saved company records.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a business question about recorded work. Compare the results and inspect the source entries. The result is a report grounded in saved company records.

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