OFFICE & CUSTOMER EXPERIENCE

Company search

Find saved customers, jobs and documents across the workspace.

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 — Company search · connected to the work behind the record

A PRACTICAL EXAMPLE

A customer name, address or job reference.

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 customer name, address or job reference

Search terms
saved record titles and record types

Prepared for the field

What your team captures

Search terms, saved record titles and record types.

What your team does

Find the matching record and open its context.

What stays connected

The original customer, job or document.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a customer name, address or job reference. Find the matching record and open its context. The result is the original customer, job or document.

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