What your team captures
Company logo, colors, contact details and supported templates.
crewTendMANAGEMENT & CONNECTIONS
White label
Apply company branding to supported customer experiences.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
A customer-facing company experience.
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-facing company experience
- Company logo
- colors
- contact details and supported templates
Connected work record
Review the work
Review branding on the supported documents and pages
- 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 consistent company identity
- 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
Review branding on the supported documents and pages.
What stays connected
A consistent company identity.
Know what to expect.
Where does this fit in the workday?
Start with a customer-facing company experience. Review branding on the supported documents and pages. The result is a consistent company identity.
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