Work model

The executor takes the order instead of a dispatcher handing it out

Most service systems are built around a dispatcher assigning work to a staff employee. We are built around an order the executor takes themselves, and the money they earned on it.

1Distribution

The order goes out for distribution and the first to accept takes it

A manager can assign an executor directly, or send the order out for distribution. Then every executor working in that service category sees it, and it goes to whoever accepts it first.

  • Distributing is its own step in the order lifecycle
  • Executors are tied to their categories, so other orders never show up for them
  • The notification reaches the phone, and the order can be accepted from it
  • If nobody takes it, the order stays with the manager and remains visible in the list
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The order goes out for distribution and the first to accept takes it
portal.astracrm.pro/orders
2Admission

A balance and a limit decide who may take an order

Every executor has a balance and an order limit. The system checks both at the moment of acceptance, so a technician in debt or with a full workload cannot take the next order until they settle up or close what they have.

  • The balance and limit check runs on acceptance
  • Five roles: owner, admin, manager, operator and executor
  • Permissions go down to individual fields in the client portal
  • Separate balances per work category when a technician has different rates
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A balance and a limit decide who may take an order
portal.astracrm.pro/team
3Money

What the technician earns is calculated inside the order

The executor payout sits on the order card next to the amount, supplies and cost. Profit recalculates itself whenever a figure changes, and closing the order updates the executor balance and the reports without any manual reconciliation.

  • Planned against actual per order: amount, supplies, executor payout, cost, profit
  • Warehouse items pull into the order and land in its cost
  • Cash and cashless payment
  • Eleven reports on a shared period filter, with comparison against the previous period
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What the technician earns is calculated inside the order
portal.astracrm.pro/orders
4Flow

Orders arrive by phone, and the call is tied to revenue

An incoming call opens a window that creates an order or opens the client card right away. The conversation is recorded and transcribed, and analytics show how many calls turned into orders.

  • Megafon PBX, call recordings and search across transcripts
  • An order widget for your site in three modes, plus its API
  • A corporate Telegram bot and push in the mobile app
  • Conversion analytics tie calls to orders and money
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Orders arrive by phone, and the call is tied to revenue
portal.astracrm.pro/telephony
Who it fits

Who this model suits

It sits well on companies where orders arrive as a flow and the work is done by technicians who earn per order.

Dispatch services

Requests come from advertising and phone calls, technicians drive to addresses, and the company lives on the margin of each order.

Field repair and maintenance

Appliances, plumbing, computer help, locks. The work is one-off and the client is new almost every time.

Technicians on piece rates

The executor takes a percentage of the order, carries a balance with the company and has a limit on active orders.

Companies with field turnover

The roster keeps changing, so the invoice counts active employees rather than licences bought in advance.

Mobile on-site services

Tyre fitting, cleaning, installation and setup. What matters is handing the order fast to whoever is close and free.

Looking at other systems and want to see the difference? Comparisons with RemOnline, Okdesk, HubEx and Planado

Common questions

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