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Product tour · All names, jobs, amounts, and messages below are examples. Features depend on your role, plan, and connected services. Try the app demo →
CrewTend, one view per role

Eight roles, one system. Each person opens to the one thing they do most.

See how the same customer, job, and payment stay connected across the field, office, and customer portal. Explore the example screens, then try CrewTend with your own team.

Clear next stepsKeep the next job, customer request, or approval close at hand, with controls built for work on the move.
Offline first on the phoneKeep supported field drafts when signal drops, and see what still needs to sync. Payments and connected services require a connection.
Same records everywhereCustomer, property, equipment, job, media, and ledger are one set of records. Roles change what you see, never the data.
Built for real workReadable screens, clear job status, and practical controls across phone, tablet, and desktop.
Role 1 of 8

Technician

Phone, one hand, wet, in the sun. Opens to today's schedule with the next stop first.

DevicePhone (PWA now, native later), offline firstOpens toSchedule, next stop cardNavSchedule, Map, Ask, Messages, MoreCannot seeOther techs' pay, company financials, pricing margins, other customers' data outside assigned jobs

Today Thu, Sep 24

6 of 31 stops doneFinish 8:40 PM
Finish by 6:15 PM insteadMove 6 weekly stops to Friday
Next stopLate for 9:00 AM
Olivia Bennett
Variable-speed pump replacement
5412 Cedar Hollow Dr, Plano
18 minDrive
11:52AMArrive
2 hrOn site
Gate code 2580Dog in yardParts loadedCollect payment
Start driveTexts Olivia your ETA
Up next All 24 stops
  • 2:07PMMarcus HaleWeekly service in Frisco
  • 2:24PMPriya RamanWeekly service in Frisco
Today
Map
Ask
2Messages
More
ScheduleProgress ribbon, rebalance suggestion, next-stop sign card, up next list.

On the way

Olivia Bennett in Plano
Olivia has your new ETATexted 11:34 AM from your business line

Hi Olivia, it's Jordan with Sunmark Pool Co.. I'm on my way, arriving around 11:52. Live ETA: crewtend.com/t/8KQ2

Arriving
11:52AM
18 min7.2 mi to go
CallTextMaps
I've arrivedAuto check-in when you park
Today
Map
Ask
2Messages
More
On the wayETA text confirmation, arriving card, Call, Text, Maps, I've arrived.

Olivia Bennett

On site since 11:52 AM
One-time job0:12 on site
Variable-speed pump replacement
2 of 6 steps done
PhotoVoice noteParts
$2,480Due on site
Finish 4 more stepsThen complete and collect
On siteWork order sign, required checklist, quick actions, pay bar unlocks when done.

Site photos

Olivia Bennett120 ft, pump replacement
0.5x1x3xTime saved · GPS when available
Take photo
BeforeDuringAfter
Schedule
Map
Ask
Messages
More
CameraNearest job pulled by GPS, three modes under Take photo, required categories.

Equipment

Scan, review, save
Label photo
TypeVariable-speed pump
ModelVS 2.7 HP
Serial3422201187 check
InstalledNeeds a date
TimelineSep 24 · Replaced, warranty registeredAug 2 · Pressure high, cartridge cleanedMay 14 · Annual inspection
Save to 5412 Cedar Hollow
Equipment recordLabel scan extracts model and serial; tech confirms; timeline, documents, warranty attach.

Finding

Becomes an estimate
Photo: cracked filter lid
EquipmentCartridge filter
SeverityRepair soon
Suggested linesLid and clamp kit · 0.5 hr labor
Price to customer$186 44% margin

Office reviews before it goes to Olivia unless the tech has approval rights.

Send to office for review
Finding to estimatePhoto plus a few taps; pricebook lines suggested; approval rules decide who sends.

More

Time clockOn since 7:04 AM · 4:31 hrs · Start break
Truck stock3 running low · Replenish list
Receipts2 to submit · Snap receipt
My reviews4.9 this month · 31 reviews
Pricebooks and manualsPool & Spa pack
ChecklistsBy job type
Offline and sync2 uploads waiting
Appearance, privacy, sign out
Schedule
Map
Ask
Messages
More
MoreTime clock, truck stock, receipts, my reviews, packs, checklists, sync, settings.

Messages

Customers 2Team

From your business line, (972) 555-0142

  • OBOlivia Bennett11:36 AMGreat, the side gate is unlocked for you
  • MHMarcus Hale10:52 AMMissed call. Voicemail: new gate code is 7713
  • DWDana Whitfield9:14 AMCould you look at the heater too?
  • PRPriya RamanYesterdayYou: See you this afternoon
  • KEKate EllisonTueWater looks great, thank you!
Today
Map
Ask
2Messages
More
MessagesBusiness line threads, customers and team, voicemail as text, missed calls.
Role 2 of 8

Scheduler

Desktop, two monitors, phone ringing. Opens to today's board in the view she chose last.

DeviceDesktop web, tablet OKOpens toSchedule board, last used viewViewsTimeline, Map, List, Board, Calendar, SplitCannot seeFinancial reports, margins, payroll; can see prices on jobs
Job draweropens from any view
CustomerOlivia Bennett · (972) 555-0181
Property5412 Cedar Hollow Dr, Plano · gate 2580 · dog
JobVariable-speed pump replacement · 2 hr · $2,480
TechJordan Reyes · late 18 min
PartsReady, 3 of 3 on Truck 4
Photos3 of 3 required · GPS verified
Checklist4 of 6
ReassignText customerOpen invoice
Tech detailfrom a face
NowOn site, Bennett, since 11:52
SkillsPumps, heaters, salt, leak detection · not gas-certified
Today6 of 31 stops · finish 8:40 PM
TruckTruck 4 · 3 items low
ClockOn since 7:04 AM
Reviews4.9 this month
CallTextRebalance day
Role 3 of 8

Service manager

Desktop and phone. Opens to the exceptions that need a decision today, not to a dashboard of charts.

DeviceDesktop web + phoneOpens toDecisions queueNavDecisions, Team, Agreements, Parts, Approvals, QualityCannot seeOwner-level financials unless granted; sees job margins

Thursday, Sep 24

3 decisions6 techs out2 approvals
Decisions today
Jordan finishes 8:40 PM. Give 6 stops to Luis?Approve
Emergency in Allen needs gas certification. Chris is the only fit; he's free at 1:00.Assign
Whitfield agreement ran 18% over cost. Reprice at renewal Oct 15?Review
Team today
JordanLate
LuisOn time
BriannaOn site
TylerOn time
Amara25 min over
ChrisOn site
Approvals
CO-2 Whitfield, +$1,480 lightingSign off
Truck 4 replenish, $612Approve
Agreements
Visits owed this month212
Done168
Invoiced160
Access exceptions7
Parts readiness
Tomorrow's jobs ready41 of 44
Missing parts3 jobs
Vans below par2
Quality
Callbacks this week2
Photos missing on closed jobs4
Reviews under 4 stars1, replied
Recovery queue
Missed calls3 · $0 est.
Unsold estimates11 · $38,900
Overdue follow-ups4
Role 4 of 8

Owner

Phone at 6 AM, desktop at month end. Opens to the AI brief: three things with a next action, then the money.

DevicePhone first, desktop for MoneyOpens toAI briefNavBrief, Money, Reviews, Team, Growth, SettingsSeesEverything, including margins, payroll, add-on billing

Good morning, Sam

Sep 24Collected yesterday $9,420Cash forecast 30 days: healthy
Three things need you
Fill Thursday's 2-hour gap. 3 estimates waiting to be scheduled, $6,110.Schedule
Follow up Kate Ellison. $3,390 estimate, 6 days old, opened twice.Text her
Review the Whitfield renewal. Costs ran 18% over; suggested price +12%.Review
Money, this month
Invoiced$148,200
Collected$131,900
Overdue$9,860
Gross margin47%
Exceptions to review4
Reviews
New this week14 · 4.9 avg
Replied automatically12
Held for you1
Requests sent61
Team
Revenue per tech-day$1,240
Top upsellBrianna, $4,300
Late arrivals6 this week
Growth
Leads this week38
Booked22
Best sourceGoogle Business Profile
Case studies posted3
Locations
McKinney$92k · 4.9
Plano (new)$31k · 5.0
Frisco$25k · 4.8
Role 5 of 8

Office / CSR

Desktop with a headset. Opens to the inbox: calls, texts, missed-call text-backs, web requests, all on customer records.

DeviceDesktop webOpens toInboxNavInbox, Customers, Book, Estimates, Invoices, Receipts, ReviewsCannot seeMargins and costs unless granted; sees prices and payments

Inbox

2 missed calls5 unread texts3 web requests
Conversations
Marcus Hale · missed call 10:52 · text-back sent · callback task: Dana, todayCall back
Olivia Bennett · "Can you add the heater to the plan?" · 11:41Reply
Web request · Devon Price · heat pump estimate · McKinney · booked for tomorrow 9:00 by AI ReceptionistOpen
Voicemail · Marcus Hale · "New gate code is 7713" · saved to the propertyOpen
Customer 360, Olivia Bennett
Property5412 Cedar Hollow
PlanWeekly, autopay
EquipmentPump, filter, heater
OpenINV-1048 paid · finding pending
Reviews5 stars, Sep 24
BookEstimate
Book, real availability
Heater repair · needs gas certChris
Tomorrow 1:00 to 3:00Open
Friday 9:00 to 11:00Open
Book Friday
Estimates queue
Bennett, filter lid, from findingReview and send
Ellison, $3,390, 6 daysFollow up
Receivables and receipts
Overdue invoices7 · $9,860
Reminders sent today5
Receipts to match2
Role 6 of 8

Customer portal

Phone, from a text link, no app install. Opens to today's visit or the thing waiting for them: an estimate to approve or an invoice to pay.

DevicePhone web, magic link, no passwordOpens toWhat needs them, else next visitNavVisits, Photos, Documents, Plan, Pay, RequestCannot seeInternal notes, GPS coordinates, other customers, costs
SMSunmark Pool Co.Olivia Bennett, 5412 Cedar Hollow Dr
Today's visitPhotosDocumentsPlan
Variable-speed pump replacementSep 24, 11:52 AM to 1:48 PM
Before 11:58After 1:41Label 1:43

Replaced the failing single-speed pump, primed the system, checked every fitting, and set a quiet run schedule. Warranty registered for you.

Invoice INV-1048$2,480.00Pay now
Next visit: weekly service, Oct 1Request service
Visit and payReport with photos, one pay button, next visit, request service.
SMSunmark Pool Co.Estimate EST-2210
Your filter lid is crackedFound Sep 24 by Jordan
Photo, the crackPhoto, the pad
GoodLid and clamp$186BetterLid, clamp, cartridge$312BestNew filter$890
You pickedBetter, $312Approve and sign
No deposit needed. We'll add it to Thursday's visit.
Approve an estimateGood, Better, Best with the photos, one approve-and-sign button, deposit if required.
SMSunmark Pool Co.Plan
Weekly service, autopay$189 / month
Visits this month3 of 4 done
Next visitOct 1, 9:00 to 11:00
RenewalJan 15
PaymentVisa 4417
Skip a visitUpdate cardAdd a service
PlanCoverage, visits owed and done, renewal, payment method, self-service changes.
Role 7 of 8

Subcontractor portal

Phone on the job site. Opens to their scope on your project, with the same camera and the same timeline.

DevicePhone web, invited by linkOpens toMy scopeNavScope, Photos, Schedule, Invoices, DocumentsCannot seeOther subs' scope or pricing, your margin, customer contact details unless granted
SMSunmark Pool Co.Whitfield pool · Tile & coping
ScopePhotosScheduleInvoices
Phase 5: tile, coping, deckingOct 6 to Oct 17
ScopeWaterline tile, coping, 620 sq ft deck
SubmittalTile selection due Oct 1
DrawingRev B (current)
Site rulesGate 4471 · no Sunday work
Upload progress photosAsk a question
My scopeOnly their phase, current drawing, submittals due, site rules, camera to the same timeline.
SMSunmark Pool Co.Invoice against schedule of values
Pay app 2, tile & copingOct 17
Scheduled value$24,800
Complete to date60% · $14,880
Previously billed$7,440
Retainage 10%-$744
This request$6,696
Submit with photos
InvoicePercent complete against the schedule of values, retainage computed, photos required.
Role 8 of 8

Property manager portal

Desktop and phone, many sites, spend limits. Opens to their sites with anything awaiting approval on top.

DeviceDesktop web + phoneOpens toSites, approvals firstNavSites, Approvals, Reports, Invoices, Assets, RequestCannot seeOther clients' sites, internal notes, GPS, costs

Northgate Property Group

2 approvals14 sitesLimit $500 per job
Awaiting your approval
Cedar Park Apartments, pool heater igniter · $740 · over your $500 limit · photos attachedApprove
Willow Creek, lift station pump · $1,980 · photos and video attachedApprove
Sites
Cedar Park ApartmentsWeekly · on schedule
Willow CreekRepair pending
Oakmont VillasWeekly · on schedule
+ 11 more
Per-unit reports
Cedar Park · pool pumpServiced Sep 22
Cedar Park · heaterIgniter failing
Willow Creek · spa blowerOK
Invoices
Open$4,210
Consolidated monthly statementOct 1
PO requiredYes
Request
Pick a site, a job type, add photos; real openings shownNew request