Controls before spending
Save daily and weekly limits, permitted merchants, categories, expiration and approval requirements.
crewTendCREWTEND MONEY / CARDS
A purpose for every card.
Plan card spending around an employee, department, vendor, project or external work order.
Start with Money →Card issuing is planned. No physical or virtual cards are currently issued by this workflow.
Works with external projects
Reference a Housecall Pro work order, ServiceTitan job, spreadsheet project or purchase purpose. A CrewTend job is optional.
Clear approval history
Keep the requester separate from the approver. Provider activation is required before any card can be issued.