AstraCRM
Cleaning

Plan crews by site, not from memory

Orders retain site details, the calendar brings together the team's plan, and clients can see their orders in the portal.

  1. 1Capture the site and the task
  2. 2Assign work in the schedule
  3. 3Give clients access to their orders
1Stage 1

Capture the site and the task

The order keeps the client, address, category and job description. The manager sees current work in the shared list.

Open Orders
2Stage 2

Assign work in the schedule

The calendar shows appointments by worker. Unscheduled orders can be placed on the needed day and time.

Open Scheduling
Assign work in the schedule
portal.astracrm.pro/scheduling
3Stage 3

Give clients access to their orders

The client portal shows active and completed orders within the access rules you configure.

Open Clients & portal
Give clients access to their orders
portal.astracrm.pro/clients
Used every day

Order for crew work

Use the schedule for the plan, client cards for site history and access controls for the team.

Plan by worker

Day and week views help distribute the team's work across time.

Open Scheduling

Site history

The client card keeps contacts, addresses, documents and related orders.

Open Clients & portal

Crew access

Set employee access to areas and orders by role.

Open Team & permissions

Run your service business on one platform

Orders, scheduling, clients, team and analytics in a single account. Setup takes a few minutes, and the first 30 days are free.

30-day free trial. No credit card required.