Words Astragal uses

Match the words you already use at work to the ones you’ll see on Astragal’s screens.

Who can do this: Everyone.

Also called: glossary, terms, vocabulary.

Every trade has its own words for the same things. A cleaner books an appointment, a plumber writes a work order, a landscaper sends a bid. Astragal uses one set of plain words for all of them, shown in the menu on the left.

The words

Astragal says	You might say	What it means in Astragal
Client	customer, account, homeowner, tenant, patient	The person or business you do work for. One client can have several properties and several people on the account.
Property	site, address, location, service address	A place where you do the work. It belongs to a client.
Request	enquiry, lead, inquiry, service call, booking request	Someone has asked for work, but nothing is priced or booked yet. Requests come from your phone, your online form, an email or you typing one in.
Quote	estimate, bid, proposal, tender, price	The price you offer before you do the work. The client can approve or decline it.
Job	work order, ticket, project, contract, service order	The work you’ve agreed to do. A job holds the price, the notes and one or more visits.
Visit	appointment, booking, call-out, stop, service call	One trip to the property by one or more people, usually on one day (a visit can also run over several days). A one-off job usually has one visit; a recurring job has many.
Invoice	bill, statement, receipt	What you ask the client to pay once the work is done.
Schedule	dispatch board, calendar, diary, dispatch	Where you see every visit by day and by person, and move them around.
Team member	technician, tech, crew, staff, installer, cleaner, operator	Someone who works for you and signs in to Astragal. Each one has a role: admin, dispatcher, accountant or technician.
Products & Services	price list, price book, catalogue, parts, materials, line items	The things you sell, with their prices, ready to drop onto quotes, jobs and invoices.
Timesheets	time cards, hours, punch clock	The hours each team member clocked in and out.
Tasks	to-dos, reminders, follow-ups	Work for your team that isn’t a quoted job, such as “pick up parts” or “drop off a key”, booked on the schedule and optionally linked to a client, property or job.
Client portal	customer portal, client hub, online account	The page where your client sees their quotes, visits and invoices and pays online.

How the words fit together

A Request comes in. You send a Quote. The client approves it and it becomes a Job. Each trip to do that job is a visit on the Schedule. When the work is done, you send an Invoice and record the payment.

Related articles

• What Astragal is
• From quote to job to invoice
• Moving your data from Jobber or another app
• Roles and permissions