crewTend← ResourcesEXPLORE / CREWTEND
Automation & follow-ups
Make your company rules repeatable.
Open the workflow →YOUR CREWTEND GUIDE
Workflow example
Automation & follow-ups
01Pick the trigger+
Use job completion, document approval, invoice activity or a company workflow milestone.
02Choose the next step+
Set review requests, scheduling handoffs and billing rules.
03Check delivery+
Email, SMS, payments and background execution depend on the configured provider and supported trigger.
HOW IT FITS YOUR WORKDAYA little more clarity.
A little more clarity.
At every step.
Open each step to explore the workflow.
01Pick the trigger
+
Use job completion, document approval, invoice activity or a company workflow milestone.
Plan your setup →02Choose the next step
+
Set review requests, scheduling handoffs and billing rules.
Find your industry →03Check delivery
+
Email, SMS, payments and background execution depend on the configured provider and supported trigger.
Explore connected features →YOUR NEXT CHAPTERGreat work deserves
Great work deserves
a better workday.
Try CrewTend for 30 days, then choose a paid plan that fits your business.
CREWTEND / 30-DAY TRIALRoom for your
Room for your
next chapter.
30 days
Every plan includes unlimited clients.
Set up your business ↗