What your team captures
Invoice, balance and available collection method.
crewTendMONEY & PURCHASING
Tap to Pay
Collect contactless card payments on a supported mobile device.
In developmentNative terminal integration and device certification are not implemented. Online invoice payments use a separate flow.
A PRACTICAL EXAMPLE
A customer ready to pay on site.
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 ready to pay on site
- Invoice
- balance and available collection method
Connected work record
Review the work
Use the supported online invoice payment flow while native terminal support is developed
- 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 payment linked to the customer invoice
- 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
Use the supported online invoice payment flow while native terminal support is developed.
What stays connected
A payment linked to the customer invoice.
Know what to expect.
Where does this fit in the workday?
Start with a customer ready to pay on site. Use the supported online invoice payment flow while native terminal support is developed. The result is a payment linked to the customer invoice.
What needs to be configured?
Native terminal integration and device certification are not implemented. Online invoice payments use a separate flow.
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