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Customer portal

One place for the customer’s next step.

Open the workflow →
YOUR CREWTEND GUIDE

Workflow example

Customer portal

01Request help+

Customers can request new work, ask for an estimate or contact the team.

02Review the offer+

Give them a clear scope, options and a simple approval flow.

03Keep the record+

Show appointments, invoices and completed service reports. The workspace portal is an office preview; shared documents use their own links.

HOW IT FITS YOUR WORKDAY

A little more clarity.
At every step.

Open each step to explore the workflow.

01

Request help

+

Customers can request new work, ask for an estimate or contact the team.

Plan your setup →
02

Review the offer

+

Give them a clear scope, options and a simple approval flow.

Find your industry →
03

Keep the record

+

Show appointments, invoices and completed service reports. The workspace portal is an office preview; shared documents use their own links.

Explore connected features →
BETTER TOGETHER

Keep exploring.

YOUR NEXT CHAPTER

Great work deserves
a better workday.

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

CREWTEND / 30-DAY TRIAL

Room for your
next chapter.

30 days

Every plan includes unlimited clients.

Set up your business ↗