Before the visit
- Customer goals and site observations
- Photos, measurements and material selections
- Approved scope and planned stages
crewTendConnect site assessments, proposals, project files and field progress. Keep the requested scope and completed work visible as the job moves between your office and crews.

Group roof-condition photos, measured areas, reported leaks and access notes with the site assessment.
Explore the workflowBuild an estimate from reviewed measurements, selected materials, waste allowances and company prices.
Explore the workflowRecord work by stage, capture completion photos and assign remaining items before the final invoice.
Explore the workflowSee what the office prepares, what the technician records and what stays with the customer after the visit.
Connect site assessments, proposals, project files and field progress. Keep the requested scope and completed work visible as the job moves between your office and crews.
Give the crew the agreed scope, useful history and evidence from the property.
Review the actual work, open items and customer report before preparing the next visit or invoice.
Choose useful measures, then inspect the records and date range behind them.
Use Projects to organize stages, files and cost records. Attach individual work orders for site visits and completed tasks so each crew has a focused daily schedule.
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 setupAttach 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 workflowAdd 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