crewTendThe whole workday.
With the details visible.
Twenty areas, with an honest view of the workflow and the connections it needs.
| Area | In CrewTend | Activation / scope |
|---|---|---|
| Daily schedule | Schedule, day filters, technician list and clickable job pins. Explore → | Provider needed for road optimization and shared live location. |
| Field workspace | Readings, additions, checklists, photos and service-report flow. Explore → | Browser workspace; native App Store release remains separate. |
| Location & travel | Recorded location permissions and fleet mileage controls. Explore → | Continuous background GPS needs the native app and device permissions. |
| Chemistry | Native water-balance, volume and label-rate calculations. Explore → | Use measured inputs and product-specific instructions. |
| Inspections | Section progress, five conditions, photos, limitations and PDF export. Explore → | Reports follow the existing account and payment-release workflow. |
| Clients & properties | Dedicated profiles, property history, CSV import and duplicate checks. Explore → | Verify imported matches before merging records. |
| Billing | Invoice editor, PDF, current stage and payment configuration. Explore → | Live processing and message delivery require connected providers. |
| Estimates | Options, signatures, attachments and estimate-to-job workflow. Explore → | Real signing links require the document service and authenticated company setup. |
| Work orders | Recurring work, multiple visits, field status and attachments. Explore → | Shared production data needs company access provisioning. |
| Agreements | Company terms and approval records within the estimate workflow. Explore → | Use the company’s approved agreement text. |
| AI receptionist | Ring delay, intake, callback records and approved appointment slots. Explore → | Phone credentials and number routing must be connected; AI enrichment needs AI credentials. |
| CrewTend AI | Record briefings, reviewed note drafts and audio recording. Explore → | AI answers and transcription require an active AI connection. |
| Broadcast & follow-up | Messaging settings, campaigns, reply drafts and follow-up rules. Explore → | SMS provider, sender registration and consent required for delivery. |
| Notifications | Event-driven report, estimate and invoice communications. Explore → | Production email and SMS delivery must be activated. |
| Customer portal | Work requests, estimates, invoice and report experiences. Explore → | Shared customer links depend on configured services. |
| Company websites | Drag-and-drop pages, brand settings and public publishing. Explore → | Company-owned domains require separate mapping. |
| Online booking | Booking forms, request capture and website widgets. Explore → | Confirm service area and available appointments before auto-booking. |
| Team | Roles, assignments, checklists and company controls. Explore → | Validate invited-user access before shared field rollout. |
| Import & export | CSV sample, column mapping, previews and duplicate detection. Explore → | Review import results and keep a source export. |
| Developer integration | Internal APIs power documents, files and connected workflows. Explore → | A public developer API, scoped API keys and published SDK are not yet available. |