CrewTend crew emblemcrewTend
Log inStart trial ↗
☰
CREWTEND FOR HVAC/R

Every system has a story. Give your team the whole picture.

Connect maintenance visits, service calls and equipment replacements. Keep model details, technician findings and customer options close to the job.

Try the workflow Start your 30-day trial
Seasonal maintenance ↗System diagnosis ↗Equipment replacement ↗
HVAC technician servicing an outdoor condenser
HVAC/R · field work, evidence and office follow-through
BUILT AROUND YOUR WORK

The details your hvac/r team needs.

Measurements by system

Keep supply and return temperatures, static pressure, refrigerant observations and technician notes with the unit.

Explore the workflow

Maintenance that carries forward

Plan seasonal visits, review prior findings and prepare repair options from the same customer record.

Explore the workflow

Equipment and warranty history

Record make, model, serial, installation details, nameplate photos and supporting warranty documents.

Explore the workflow
FROM FIRST REQUEST TO FINAL RECORD

Click through a seasonal maintenance.

See what the office prepares, what the technician records and what stays with the customer after the visit.

crewTendInteractive product preview · sample data
Connected work record

Prepare the visit

Connect maintenance visits, service calls and equipment replacements. Keep model details, technician findings and customer options close to the job.

  • System make, model and service location
  • Customer concerns and maintenance scope
  • Required measurements and replacement options
Prepared for the field
Explore work orders See invoice workflows Explore by role
START WITH YOUR COMPANY’S STANDARDS

Make the workflow your own.

Before the visit

  • System make, model and service location
  • Customer concerns and maintenance scope
  • Required measurements and replacement options
Customer & property records

Before closing the job

  • Record the work performed and measured results
  • Attach equipment and installation photos
  • Document follow-up recommendations and warranty information
Forms & checklists

Review the business

Choose useful measures, then inspect the records and date range behind them.

  • Maintenance renewals
  • Replacement estimates won
  • Revenue per technician
Reporting capabilities

Questions from HVAC/R teams.

How should we organize our work?

Use recurring visits for maintenance and a separate work order for repairs or replacements. Keep both attached to the same customer and property for a connected service history.

Can we use our own checklists and photo requirements?

Yes. Configure company work types, checklist items, custom values and attachment rules. Keep the requested scope, work performed, internal issues and customer-facing report distinct.

Explore checklist setup
How do field photos connect to estimates and RFIs?

Attach evidence to the job, capture the question or recommended work, then review the next action. An RFI preserves the question and decision; an estimate or change order records the proposed scope and price.

Explore the RFI workflow
What should we set up before our first real job?

Add your company, people, customers and properties. Configure one service checklist and run a complete job with sample data. Connect any payment, messaging or AI services you plan to use.

Getting started

Your trade. Your standards. One connected workday.

Start your 30-day trial Explore all industries