Customer service in CrewTango

Customers and equipment. Customer service in one place.

From customer and equipment records to requests, quotes and documents. Forms and checklists organise information, while email and SMS help you stay in touch.

Book a demo Explore the module

Customer records · service workflow · communication

CrewTangoCustomer record
AK
Anna KowalskaDetails and service history
[email protected]Home garden
Illustration of a robotic mower linked to the customer.
Customer equipmentRobotic mowerCT-R01 · DEMO
Latest service
Seasonal inspectionJob and documentation linked to the customer
Linked to the customerOne record. A shared view of the work.

Customer details, equipment, requests and documentation at your team’s fingertips.

Illustrative customer record · fictional details
Customers and equipmentRequests, forms and quotesDocumentation and communication

The Customers area — your service toolkit

What is in the customer module?

Seven connected areas: from contact details and equipment through requests and quotes to records of completed work.

Customers

The customer record connects a company or person’s details with their service history. Your team knows whom to contact, where the work takes place and which agreements to refer to.

See the connection to tasks
  • Contacts and locationsContact people and customer service locations.
  • History and related tasksPrevious activity and current service jobs.
  • Notes and filesAgreements, attachments and shared materials.
  • Tags and custom fieldsCustomer grouping and details tailored to your company.

Equipment

Know which equipment your customer owns and what the next service visit is about.

  • Equipment records linked to the customer
  • Service and warranty dates
  • Equipment identification and QR labels
Explore equipment records

Requests

Manage enquiries and service requests in a shared inbox.

  • Answers, attachments and request history
  • Statuses and links to the right customer
  • Task preparation after reviewing the details
Explore request handling

Documents

Prepare a service report, work acceptance or equipment handover using your own template.

  • Templates from your PDF, JPG or PNG
  • Customer, equipment and job details
  • Employee and customer signatures, then a final PDF
Explore documents and signatures

Checklists

Set a standard for the work and check that your team has collected the required information.

  • Your own activity templates and instructions
  • Required answers, measurements and photos
  • Results with the task and in a PDF report
Explore task checklists

Forms

Build a contact form, service request form or inspection request.

  • Ready-made templates, custom questions and steps
  • Website embedding or a public link
  • Email confirmations and details for request handling
Explore the form builder

Quotes

Prepare a quote linked to the customer, share it and review their decision.

  • Item catalogue, prices, discounts and bundles
  • Quote versions and a PDF document
  • Customer link, acceptance or rejection

Available features depend on your plan and permissions. Individual questionnaires and requests for photos through SMS links are shown further below as a feature in development.

Customer equipment
Service equipment illustration: a robotic mower.

Robotic mower

CT-R01 · Anna Kowalska

Example
Visualisation of sample equipment · fictional details

Every device has a history

Know what you service.
And what was done before.

Keep a register of customer equipment and return to the information needed at the next service. A robotic mower, heat pump or another device — the equipment stays linked to its owner.

Identification and QR labels

Identify the right piece of equipment.

Service and warranty dates

Keep important service dates at hand.

History and documentation

Connect equipment with the work carried out.

Records organised. Ready to connect.

A ready-made message.
One click to send.

You already have the customer details and know what the request is about. Choose a template, review the message and send an email or SMS directly from CrewTango.

Message to a customerExample
SMS E-mail
To
Anna Kowalska
Template
Equipment ready for collection
Message preview

Hello, the inspection of your robotic mower is complete. Your equipment is ready to collect. Best regards, the service team.

Message reviewed Send SMS
Illustrative message composition
01

Recurring requests. Reusable templates.

Prepare messages for common situations: arranging a visit, requesting information or completing a service. Your team follows a consistent communication standard.

02

The right channel for the situation.

Send a brief update by text or more detail by email. Manage customer correspondence from your system.

03

Communication connected to service.

Customer, equipment and job details help you prepare the right message. There is no need to piece the whole story together before every contact.

Correspondence and email/SMS automations are included in the COMPANY plan. Sending uses the channels configured for your company.

From first contact to completed work

One job. Connected steps.

An example journey: a customer request, a quote, the work and a handover. Each stage builds on the information already collected.

  1. 01

    Receive the request

    Review the customer, location and equipment.

  2. 02

    Prepare a quote

    Define the scope and price, then collect the customer’s decision.

  3. 03

    Complete the task

    Assign the work and collect checklist results, measurements and photos.

  4. 04

    Complete the service

    Prepare the report, collect signatures and update the customer.

Tasks and boards Contact forms Documents and signatures

Before you get started

Frequently asked questions

See how the customer module fits together and choose the scope your company needs.

Compare plan features
What does the Customers area include?

Customer records, contacts and locations, equipment records, and the related service areas: requests, documents, checklists, forms and quotes. Access to individual features depends on the plan and user permissions.

What is the difference between requests and forms?

A form defines the questions and information you collect from a customer. A request is the submitted response: contact details, a description and attachments. Your team reviews it in the request inbox, links it to the customer and can prepare a task.

How do equipment, tasks and documents connect?

Equipment is linked to a customer. While completing a task, the team records the work, and a document template can use customer, equipment and job details. The report and signatures remain linked to the task.

Can a customer accept a quote through a link?

Yes. Share a published quote with the customer through a link. The customer can review it, download a PDF, and accept or reject it. The system keeps the quote version and event history.

Which plan includes customers and equipment?

The TEAM plan includes customers, contacts, locations, service history, equipment records, QR labels, and service and warranty dates. COMPANY adds checklists, documents, contact forms, correspondence and email/SMS automations, among other features. See the pricing page for the detailed scope.

Do I need to write every message from scratch?

No. You can prepare email and SMS templates for recurring situations. Review the recipient and message before sending. Configured automations can also send reminders about task dates, service dates or warranty expiry.

Are text messages unlimited?

No. COMPANY includes the SMS allowance specified on the pricing page. During a demo, we can discuss available channels, message billing and the scope your company needs.

Are questionnaires and photos through SMS links available yet?

Individual requests to complete a questionnaire and add photos through an SMS link are in development. They extend the service workflow for a specific customer. The available website form builder already collects requests, answers and attachments through a website or public link.

Start with your workflow

Organise your customer service.
Connect it with your team’s work.

Explore customer records, equipment, requests and documents. See how email and SMS can make communication easier too.

Book a demo