Separate the three layers
See recorded spending, committed purchases and additional forecast spending against company, project, team or category budgets.
crewTendCREWTEND MONEY
See the commitments.
Explore what comes next.
Turn recorded invoice and bill timing into a transparent forecast, then test your assumptions without changing the books.
Start with Money →Explore the interactive demoKeep ServiceTitan, Housecall Pro, Jobber, your own software—or no CRM. No integration is required to use these recorded workflows.
CrewTend MoneyIllustrative purchase lifecycle
Williams HVAC replacement
RequestedEquipment · Jake
Purchase order3 units ordered
Receiving2 received · 1 outstanding
Invoice reviewQuantity exception
CommitmentCounted once
Why was it spent? Which work caused it?
Avoid counting commitments twice
Linked approved requests, POs and vendor bills are reconciled in the commitment calculation. Payment-run drafts do not create another expense.
Try a different future
Explore collection delays, lower collection rates, cost changes and additional planned inflows or outflows over 7 days to 12 months.
Know what is unknown
Every forecast shows its assumptions and source records. Unrecorded payroll, future work and available cash are not invented. Monitor key thresholds in the workspace.
Software workflows are available. Banking, card issuance, outgoing payments, connected AI and direct accounting sync have separate provider and activation requirements.