The order is the core of AstraCRM. Capture the request, assign or auto-distribute it to a worker, schedule the visit, track the money and close it out. A full history is kept at every step.
A lifecycle that matches your work
Orders move through more than ten statuses: draft, scheduled, distributing, in progress, completed, cancelled and more.
- Scheduled orders with a planned date and time
- Order distribution: the first available worker to accept wins
- Photo gallery and a full change history on every order
Know the margin on every order
Plan vs. actual on each job: total, supplies, worker pay, cost price and profit. Cash and non-cash payment types are supported.
- Worker balance and limit checks on accept
- Warehouse line items pulled straight into the order
- Profit calculated automatically as the numbers change
Every job, tracked end to end
10+ statuses
A status flow that mirrors how on-site work happens.
Order distribution
Broadcast a job to eligible workers; the first to accept takes it.
Plan vs. actual finance
Revenue, supplies, worker pay, cost price and profit on every order.
Advanced filters
Slice orders by dates, finances, participants and dozens of parameters.
Full audit history
See exactly who changed what, and when, on each order.
Client portal view
Customers see a permission-controlled view of their own orders.
Orders
- 1
Capture
Create the order from a call, the widget or the website, with the client and the work needed.
- 2
Assign & schedule
Distribute it to a worker and place it on the schedule with a planned time.
- 3
Close & get paid
Record the money and mark it complete. The worker balance and reports update on their own.