Review what needs attention
Find missing receipts, unassigned projects, potential duplicates, matching exceptions and purchases awaiting a decision.
crewTendCREWTEND MONEY
Every purchase.
A clear purpose.
Give your team a way to request, record and explain spending—without replacing the software they use to run the work.
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?
Set the rules before the purchase
Save structured receipt, memo, project and merchant policies. Configure sequential and multi-role approvals.
Bring the evidence
Attach receipts, compare their vendor, date and total, and preserve the matching result and review history.
Plan employee and vendor cards
Request daily, weekly, monthly and single-purchase controls. Card issuance and bank-enforced limits await program activation.
Software workflows are available. Banking, card issuance, outgoing payments, connected AI and direct accounting sync have separate provider and activation requirements.