Before the visit
- Water source and equipment
- Required test readings
- Approved products and service scope
crewTendCREWTEND FOR WATER TREATMENT
Keep water readings and equipment care in one place.
Bring customer requests, estimates, scheduled visits and completed work into a shared record for your water treatment team.
BUILT AROUND YOUR WORK
The details your water treatment team needs.
Water-test history
Record measured results, sample location and technician observations in visit forms.
Explore the workflowFilter and system records
Track installed equipment, cartridges, maintenance work and supporting warranty information.
Explore the workflowService reminders
Organize recurring maintenance and documented replacement work under the customer agreement.
Explore the workflowFROM FIRST REQUEST TO FINAL RECORD
Click through a water test visit.
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
Bring customer requests, estimates, scheduled visits and completed work into a shared record for your water treatment team.
- Water source and equipment
- Required test readings
- Approved products and service scope
Connected work record
Document the work
Give the crew the agreed scope, useful history and evidence from the property.
- Record readings and service performed
- Attach equipment photos
- Record maintenance schedule
Ready for your review
Close the loop
Review the actual work, open items and customer report before preparing the next visit or invoice.
- Completed checklist and photos
- Customer-facing report; internal issues kept separate
- Linked invoice, estimate or follow-up task
START WITH YOUR COMPANY’S STANDARDS
Make the workflow your own.
Before closing the job
- Record readings and service performed
- Attach equipment photos
- Record maintenance schedule
Review the business
Choose useful measures, then inspect the records and date range behind them.
- Completed jobs
- Average job value
- Return visits
Questions from Water treatment teams.
How should we organize our work?
Use work orders for individual visits and Projects for work with several stages. Configure your own checklist around the equipment, property and services your company provides.
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 setupHow 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 workflowWhat 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