Request & approve
Explain the purchase, employee, vendor and job or external work order. A different authorized person reviews it.
crewTendCREWTEND MONEY
From the request.
To the received goods.
Contractor-friendly purchasing connects approved requests, purchase orders, deliveries and vendor invoices.
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
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?
Order & receive
Record line quantities, prices, delivery expectations, packing-slip references, condition and serial numbers. Receive partial deliveries without losing the outstanding balance.
Match before paying
Compare PO lines, received quantities and invoice prices. Preserve duplicate and quantity exceptions for explicit review.
Prepare a payment run
Allocate all or part of approved bills to a reviewed payment-run draft. No payment is scheduled or sent until supported provider execution is activated.
Software workflows are available. Banking, card issuance, outgoing payments, connected AI and direct accounting sync have separate provider and activation requirements.