Choose your perspective
Group recorded expenses or commitments by category, vendor, customer, project, employee, department, location or trade.
crewTendCREWTEND MONEY
Follow the money.
Understand the work.
An interactive financial flow for service businesses. See how recorded spending is distributed, then open the records that explain it.
Start with Money →Explore the interactive demoKeep ServiceTitan, Housecall Pro, Jobber, your own software—or no CRM. No integration is required to use these recorded workflows.
CrewTend MoneyIllustrative purchase lifecycle
Page details
Williams HVAC replacement
RequestedEquipment · Jake
Purchase order3 units ordered
Receiving2 received · 1 outstanding
Invoice reviewQuantity exception
CommitmentCounted once
Why was it spent? Which work caused it?
Follow the source
Proportional flow bands lead to source records. Keep external job references and record provenance visible.
Save the review
Save financial views for your next finance meeting. Switch between Sankey, allocation waterfall and table, then export CSV, PNG or a printable report.
Keep the meaning clear
Recorded spending is not available cash. An allocation chart is not a profit statement. Revenue-to-profit and operational flows require the necessary classified source records.
Software workflows are available. Banking, card issuance, outgoing payments, connected AI and direct accounting sync have separate provider and activation requirements.