What your team captures
Customer, completed work and approved request message.
crewTendGROWTH & MARKETING
Review campaigns
Set request triggers and frequency for completed work.
Connected service setupReview settings are available; external delivery needs a messaging provider.
A PRACTICAL EXAMPLE
A completed job with customer permission.
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 completed job with customer permission
- Customer
- completed work and approved request message
Connected work record
Review the work
Review the request and use a configured delivery channel
- 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 review follow-up tied to completed service
- 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 request and use a configured delivery channel.
What stays connected
A review follow-up tied to completed service.
Know what to expect.
Where does this fit in the workday?
Start with a completed job with customer permission. Review the request and use a configured delivery channel. The result is a review follow-up tied to completed service.
What needs to be configured?
Review settings are available; external delivery needs a messaging provider.
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