AI & ADVANCED TOOLS

Smart online booking

Use company job types and availability to collect the right request.

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 — Smart online booking · connected to the work behind the record

A PRACTICAL EXAMPLE

A request for an appointment.

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 request for an appointment

Service type
address
approved slots and company scheduling rules

Prepared for the field

What your team captures

Service type, address, approved slots and company scheduling rules.

What your team does

Review the suggested appointment before confirmation.

What stays connected

A scheduled request with captured customer context.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a request for an appointment. Review the suggested appointment before confirmation. The result is a scheduled request with captured customer context.

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