DESIGN PROTOTYPE · SAMPLE DATA

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← All featuresCREWTEND / CUSTOMER RECORDS

The whole relationship, in one place.

Give each customer a clear record of the work.

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● ● ●Customer records preview

CUSTOMER RECORD

Olivia Bennett

Residential · Customer since 2024

Primary property2 open jobs

Property access, service details and equipment stay with the location.

HOW IT FITS YOUR WORKDAY

A little more clarity.
At every step.

Open each step to explore the workflow.

Know the property

Keep locations, equipment, service history and membership information together in the client profile.

Plan your setup →

Show the result

Reports use completed work, recorded measurements and job photos. Internal notes and office issues stay separate.

Find your industry →

Keep communication connected

Explore the inbox, follow-up and report delivery workflows. Live calling, SMS and email still require connected services.

Explore connected features →

BETTER TOGETHER

Keep exploring.

Invoicing

Finish the job. Keep money moving.

Professional invoices with a clear view of what is owed.

Explore invoicing ↗Projects

Keep the bigger picture in view.

Bring stages, tasks, purchasing and progress into focus.

Explore projects ↗Marketing

Let your best work bring in the next job.

Campaigns, approved job photos and shareable portfolios.

Explore marketing ↗

YOUR NEXT CHAPTER

Great work deserves
a better workday.

Try CrewTend for 30 days, then choose a paid plan that fits your business.

Start your 30-day trial ↗Compare plans →

CREWTEND / 30-DAY TRIAL

Room for your
next chapter.

30 days

Launch starts with up to 50 active clients.

Set up your business ↗