CONSTRUCTION & COMMERCIAL SERVICE

Commercial service agreements

Keep recurring scope and visit schedules under one account.

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 — Commercial service agreements · connected to the work behind the record

A PRACTICAL EXAMPLE

A commercial account with several sites.

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 commercial account with several sites

Covered services
property list
frequency and access windows

Prepared for the field

What your team captures

Covered services, property list, frequency and access windows.

What your team does

Coordinate visits against the agreed account scope.

What stays connected

An ongoing service agreement with related work.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a commercial account with several sites. Coordinate visits against the agreed account scope. The result is an ongoing service agreement with related work.

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