FIELD WORK & CREWS

Work orders

Connect scope, assigned visits, attachments and completion.

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 — Work orders · connected to the work behind the record

A PRACTICAL EXAMPLE

An approved service request.

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

An approved service request

Work needed
visits
assigned crew
work performed and internal issues

Prepared for the field

What your team captures

Work needed, visits, assigned crew, work performed and internal issues.

What your team does

Document the visit and review the report before completion.

What stays connected

A job record that separates scope from actual work.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with an approved service request. Document the visit and review the report before completion. The result is a job record that separates scope from actual 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