CrewTend

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Poolburg / Overview
DESIGN PROTOTYPE · SAMPLE DATA
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THE CREWTEND PLATFORM

Every part of your business.
One place to move it forward.

From the first call to the final invoice. Find the tools for your office, your crews and your next stage of growth.

86capabilities to exploreMeet the CrewTend brand ↗

Availability is shown on each capability. Open a card for its working features and setup requirements.

Sales & customer relationships

Workspace available

Customer & property records

Contacts, locations, equipment and the history behind every request.

Explore customer & property records Workspace available

Sales pipeline

Track deal value, stage, owner and the next follow-up.

Explore sales pipeline Partial capability

Prospect research

Organize target accounts, service areas and research notes.

Explore prospect research Partial capability

Sales plays

Turn renewal dates and follow-up ideas into assigned actions.

Explore sales plays Workspace available

Estimates

Present a clear scope, materials and Good / Better / Best options.

Explore estimates Workspace available

Approvals & agreements

Capture consent, initials and signatures against the accepted document.

Explore approvals & agreements Workspace available

Pricebook & packages

Build reusable services and material prices for your team.

Explore pricebook & packages Workspace available

Customer-specific pricing

Keep account pricing and agreed service rates with the customer.

Explore customer-specific pricing Provider setup

Estimate follow-ups

Review outstanding offers and prepare the next customer touchpoint.

Explore estimate follow-ups Workspace available

Sales performance

Review estimates and recorded revenue with the source close by.

Explore sales performance

Office & customer experience

Workspace available

Booking & request intake

Collect service requests from your company website and forms.

Explore booking & request intake Workspace available

Scheduling & dispatch

Assign people, dates and time windows in a shared schedule.

Explore scheduling & dispatch Workspace available

Capacity & skills planning

Match waiting jobs with technician skills and available time.

Explore capacity & skills planning Partial capability

Routes & travel

Review stop sequences and open directions to the next job.

Explore routes & travel Partial capability

Customer portal

Review customer documents, requests and service records.

Explore customer portal Provider setup

Two-way texts

Keep inbound messages, replies and customer context together.

Explore two-way texts Provider setup

Phones & call records

Review inbound calls, notes and follow-up work.

Explore phones & call records Provider setup

Customer & office alerts

Keep important changes and pending work visible.

Explore customer & office alerts Workspace available

Memberships & maintenance

Manage recurring scope, customer acceptance and paused plans.

Explore memberships & maintenance Workspace available

Customer & equipment history

Keep past work, findings and equipment details in the full profile.

Explore customer & equipment history Partial capability

Technician location

See device location and numbered jobs in the daily map.

Explore technician location Workspace available

Company search

Find saved customers, jobs and documents across the workspace.

Explore company search

Field work & crews

Partial capability

Mobile workspace

Carry the daily schedule, job details and service tools into the field.

Explore mobile workspace Workspace available

Work orders

Connect scope, assigned visits, attachments and completion.

Explore work orders Workspace available

Tasks & service checklists

Give each work type its own checks and custom values.

Explore tasks & service checklists Workspace available

Forms & inspections

Capture consistent findings with company templates.

Explore forms & inspections Partial capability

Conditional forms & triggers

Define when follow-up fields or inspections should be required.

Explore conditional forms & triggers Workspace available

Equipment & warranties

Track models, serial numbers, maintenance and supporting receipts.

Explore equipment & warranties In development

Equipment scanning

Keep nameplate photos with equipment identification.

Explore equipment scanning Workspace available

Field findings

Send documented issues and additional-work requests to the office.

Explore field findings Workspace available

Crew assignments

Coordinate the people assigned to projects and site visits.

Explore crew assignments Workspace available

Time & timesheets

Record work time, pauses and entries for office review.

Explore time & timesheets Workspace available

Commission tracking

Review incentives alongside the associated work and collections.

Explore commission tracking Workspace available

Inventory in the field

Review assigned stock and record material movements.

Explore inventory in the field Workspace available

Truck replenishment

Calculate stock shortages and transfer available warehouse stock.

Explore truck replenishment Partial capability

Offline field records

Keep downloaded records and queue changes until connectivity returns.

Explore offline field records Workspace available

Photos, files & signatures

Capture the work with section-specific attachment rules.

Explore photos, files & signatures

Construction & commercial service

Workspace available

Project management

Organize milestones, assigned tasks, documents and site visits.

Explore project management Workspace available

Daily logs

Record site progress, crew, materials, conditions and delays.

Explore daily logs Workspace available

Requests for information

Assign questions, track due dates and preserve responses.

Explore requests for information Workspace available

Change orders

Track scope changes and their cost and schedule impact.

Explore change orders Workspace available

Drawings & project documents

Keep files, progress photos and project records together.

Explore drawings & project documents Partial capability

Progress billing

Calculate earned work, retainage and previously billed amounts.

Explore progress billing Workspace available

Project financials & WIP

Compare contract value, costs, earned work and remaining value.

Explore project financials & wip Workspace available

Multi-party billing

Allocate one bill across customers and create linked draft invoices.

Explore multi-party billing Workspace available

Commercial service agreements

Keep recurring scope and visit schedules under one account.

Explore commercial service agreements Workspace available

Subcontractor collaboration

Give assigned teams a place for progress and job photos.

Explore subcontractor collaboration

Money & purchasing

Workspace available

Invoices & receivables

Preview, send, resend and track invoice balances.

Explore invoices & receivables Provider setup

Online payments & 3DS

Request card authentication and record invoice acceptance.

Explore online payments & 3ds In development

Tap to Pay

Collect contactless card payments on a supported mobile device.

Explore tap to pay In development

Customer financing

Plan financing availability for larger customer projects.

Explore customer financing Workspace available

Bills & accounts payable

Record vendor bills and review their purchase-order match.

Explore bills & accounts payable Workspace available

Three-way matching

Compare bill quantities and prices with orders and receipts.

Explore three-way matching Workspace available

Purchase orders

Record orders, receive shipments and connect costs to work.

Explore purchase orders Workspace available

Inventory & materials

Manage locations, counts, transfers and reorder levels.

Explore inventory & materials Workspace available

Job costing

Compare actual and committed costs with the work value.

Explore job costing Partial capability

Payroll preparation

Calculate reviewable gross pay from hours and company rates.

Explore payroll preparation Partial capability

Project wage schedules

Record project-specific base and fringe rates for payroll preparation.

Explore project wage schedules Partial capability

Accounting handoff

Review bills and export operational records for reconciliation.

Explore accounting handoff In development

QuickBooks & ERP connections

Keep the accounting handoff visible to your office.

Explore quickbooks & erp connections Workspace available

Transaction records

Review invoices, collections and purchasing records from one hub.

Explore transaction records Workspace available

Business capital planning

Model an investment against business cash requirements.

Explore business capital planning

Growth & marketing

Workspace available

Campaign planning

Organize audience, channel, budget and follow-up dates.

Explore campaign planning Partial capability

Marketing attribution

Keep lead source, opportunity and recorded sales together.

Explore marketing attribution Provider setup

Review campaigns

Set request triggers and frequency for completed work.

Explore review campaigns Provider setup

Social publishing

Build approved posts from your work and selected photos.

Explore social publishing Workspace available

Company website builder

Create a branded website with editable sections and intake forms.

Explore company website builder Workspace available

Case studies & portfolios

Turn completed work into a customer-approved project story.

Explore case studies & portfolios

AI & advanced tools

Provider setup

CrewTend AI

Ask about company records, dictate an update and review a draft.

Explore crewtend ai Provider setup

AI contact center

Answer after a configured ring delay and capture or book eligible work.

Explore ai contact center Workspace available

Smart online booking

Use company job types and availability to collect the right request.

Explore smart online booking Partial capability

AI-assisted dispatch

Propose assignments using preferred dates, skills and known locations.

Explore ai-assisted dispatch Partial capability

Fleet intelligence

Track vehicles, starting mileage, maintenance and service intervals.

Explore fleet intelligence Partial capability

Field coaching

Review documented work and record technician coaching actions.

Explore field coaching Partial capability

Advanced pricebook

Standardize packages and maintain company-controlled pricing.

Explore advanced pricebook Provider setup

Client nurture

Plan the next contact using customer history and company rules.

Explore client nurture Provider setup

AI Estimating Engine

Build a four-sector bid from plans, public links and your pricebook. Review takeoffs, sources and phased values, then export Excel, Word or PDF.

Explore ai estimating engine

Management & connections

Workspace available

Dashboards & scorecards

Review recorded work, collections and technician performance.

Explore dashboards & scorecards Workspace available

Custom reports

Select fields, filter source records and export a CSV.

Explore custom reports Partial capability

Report schedules

Record report owners, frequency and delivery preferences.

Explore report schedules Partial capability

Multiple companies & locations

Keep separate company workspaces and service standards.

Explore multiple companies & locations Workspace available

Integration directory

See available connections and the setup each one needs.

Explore integration directory Workspace available

API & MCP access

Connect compatible tools to scoped company records.

Explore api & mcp access Workspace available

Setup & adoption guide

Work through company setup, imports and the first service day.

Explore setup & adoption guide Workspace available

Learning & resources

Find native tools, checklists and practical workflow guides.

Explore learning & resources Workspace available

White label

Apply company branding to supported customer experiences.

Explore white label

Your company. Your way of working.

Choose the parts you need. Configure your services, your standards and your customer experience.

Set up your company →Explore the office tools →