Astragal Help

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send a quoterecurring jobrecord a payment

I run the business Set up your company, price your work and get paid. I work in the field Your day on the phone: visits, job forms and clocking in. What my clients see Quotes, invoices and bookings from your client’s side.

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Getting started Set up your company and learn your way around. 18 articles Schedule & map Plan the day, move visits and optimize routes. 10 articles Requests New work coming in and what to do with it. 7 articles Quotes Price the work, send it and get it approved. 14 articles Jobs One-off and recurring work, visits and job forms. 13 articles Invoices Bill the work and record payments. 12 articles Clients Client records, properties and the people on them. 14 articles Calls & AI receptionist Your phone line, missed calls and the AI receptionist. 20 articles Timesheets Clock in, approve hours and mark them paid. 5 articles Phone app Astragal on Android and iPhone. 10 articles Tasks & reminders To-dos, location reminders and team reminders. 5 articles Products & inventory Your price list, stock and locations. 8 articles Supplier orders & purchasing Order parts and receive stock. 6 articles Online booking Let clients book or request work online. 11 articles Reports See how the business is doing. 21 articles Team Invite people and choose what they can do. 5 articles Settings Company details, messages and preferences. 22 articles Client portal What your clients see when you send them work. 6 articles Rewards Points and prizes for your team. 7 articles Billing Your Astragal plan and add-ons. 8 articles Troubleshooting When something doesn’t look right. 7 articles

Popular articles

• Adding a client
• Creating a quote
• The schedule calendar
• Recording payments
• Clocking in and out

Still stuck?

Email support@astragalhq.com and we’ll reply within one business day, or message us at astragalhq.com/support.