crewTendSee what’s here.
Know what’s next.
We reviewed the public ServiceTitan interactive tour and mapped its main feature groups to CrewTend. This is a capability audit, not a claim of full production parity.
15 capability groups reviewedNew reporting tools addedActivation gaps shown explicitly
| Feature area | CrewTend today | Availability | Remaining work |
|---|---|---|---|
| Business insights Dashboard filters & revenue trends | Date-based financial reports, invoice balances and earned-revenue records. Company workspaces are separate. Explore → | Preview available | Cross-company business-unit drilldowns and every ServiceTitan KPI are not complete. |
| Customer communications Two-way SMS & automatic replies | Shared texting inbox, customer history, handoff, opt-outs and configurable AI replies. Explore → | Connection required | A company number, messaging provider and AI credentials must be activated. |
| Customer communications Automatic alerts & booking confirmations | Office notifications, late-work checks, reminder drafts and booking request records. Explore → | Partial | Event-driven customer delivery for every booking/change and configurable multi-recipient alert rules still need completion. |
| Field management Technician GPS & arrival tracking | Daily job pins, completed-stop styling, foreground location sharing and directions. Explore → | Partial | Continuous background fleet tracking and live customer arrival links are not complete. |
| Field management Technician scorecards | Date, work-type and technician filters; completed visits; explicit earned revenue; photo counts and source records. Explore → | Added in this update | Sales attribution, satisfaction and full technician conversion scorecards need additional source data. |
| Field management Route optimization | Preferred dates, technician skills, known locations, schedule conflicts and assignment review. Explore → | Partial | Road-network travel times, live traffic and automatic optimization around all non-job commitments remain to be connected. |
| Operations Payroll management | Time records, pauses, commission rules, collected-revenue incentives and approvals. Explore → | Partial | Configurable payroll runs, overtime engines, tax calculations and payroll provider export are not complete. |
| Operations Customizable reports | Choose work-order, invoice or inventory catalog columns, filter stages, save a view and export CSV. Explore → | Added in this update | The full cross-module report builder and production employee sharing permissions are not complete. |
| Operations Inventory management | Stock by location, movements, equipment records, purchase orders and partial receipts. Explore → | Partial | Serialized item lifecycle, granular bin tracking and automatic accounting bills on receipt remain to be completed. |
| Revenue growth Custom memberships | Service scope, frequency, recurring work, billing cadence, acceptance and pause controls. Explore → | Partial | Bundled membership add-on billing and connected recurring collections require further implementation. |
| Revenue growth Estimate templates & options | Good / Better / Best proposals, materials, pricing, signatures, PDFs and accepted-estimate job creation. Explore → | Preview available | Dynamic propagation of pricebook changes into reusable service-material bundles is not complete. |
| Revenue growth Estimate follow-ups | Sent/opened stages, customer context, nurture timing, opt-out handling and reviewed follow-up drafts. Explore → | Connection required | Automatic outbound delivery requires activated messaging and AI services. |
| Helpful resources Company settings | Company profiles, trades, agreements, billing policies, field requirements and feature visibility. Explore → | Preview available | Production employee identity and provider provisioning still require activation. |
| Helpful resources Company-wide search | Search company records and open matching customers, jobs, projects and documents. Explore → | Preview available | A unified production search index across every connected dataset remains future work. |
| Helpful resources Knowledgebase & learning | Native calculators, workflow guides, checklists and a getting-started area. Explore → | Available | A staffed education program, vendor community and certification academy are not represented as available. |
“Preview” uses sample or device-local company records. A page or demonstration does not establish production account isolation, delivery, payroll processing or fleet telemetry. The public tour was inspected; no private ServiceTitan account was used.
Compare pricing & workflows →