What your team captures
Checklist items, custom values, frequency and photo requirements.
crewTendFIELD WORK & CREWS
Tasks & service checklists
Give each work type its own checks and custom values.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
A repeatable company work type.
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 repeatable company work type
- Checklist items
- custom values
- frequency and photo requirements
Connected work record
Review the work
Configure the checks and record completion on the visit
- 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
Consistent field documentation
- 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
Configure the checks and record completion on the visit.
What stays connected
Consistent field documentation.
Know what to expect.
Where does this fit in the workday?
Start with a repeatable company work type. Configure the checks and record completion on the visit. The result is consistent field documentation.
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 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