In private testing - early-access signups open

Field service management software for teams who live on the road.

Astragal runs the whole job - leads, quotes, scheduling, invoicing, and the calls in between - in one place built for crews that work out of a truck, not a desk.

  • One place for the whole job: lead, quote, schedule, invoice, paid.
  • An AI receptionist that answers after hours and hands you a to-do list.
  • Customers see live technician tracking, e-sign quotes, and pay online.
Get early access See what it does →
The dispatch map with one click optimized route drawn for a technician's day

Built around how the work actually flows.

Astragal is organized the way a field service job actually moves - from the first call to the paid invoice - not the way software is usually organized. Every screen below is the real product, running on a demo account.

Leads & booking

Every inbound lead lands in one pipeline, and customers can book themselves in.

  • A lead pipeline from first contact to booked job
  • An embeddable booking widget for your own website
  • A public self-booking page customers can use anytime
  • Auto-booking that checks real crew availability
The leads pipeline, from new lead through to converted job

AI receptionist & call intelligence

An AI answers when you can't, and every call turns into usable notes.

  • An AI receptionist that answers calls after hours
  • A live call notetaker while you talk to a customer
  • Automatic transcription of every call
  • A to-do list auto-generated from what callers asked for
  • Voicemail transcription, so you can read instead of listen
The AI receptionist's call log, showing intents, transcripts, and voicemail

Every call, transcribed and searchable

Nothing said on a call gets lost - it's diarized, summarized, and attached to the customer automatically.

  • Full transcript, speaker by speaker
  • An AI summary you can read in five seconds
  • Searchable by caller, so any past call is one click away
A call detail screen showing the auto-transcription, AI summary, and diarized transcript

Customers & self-serve portal

A full history on every customer, and a portal so they can help themselves.

  • Complete history: quotes, jobs, invoices, and notes
  • A client portal for approving quotes and paying invoices
  • Customers can book their own follow-up visits
A customer's self-serve portal, showing their open invoice and upcoming job

Quotes & invoicing

Quotes that get signed and invoices that get paid, without the chasing.

  • E-signed quotes customers can approve from their phone
  • Deposits collected up front
  • Invoices with multiple payment types
  • Automatic follow-ups on anything left outstanding
An approved quote with line items, pricing, and deposit controls

Scheduling & dispatch

A calendar built for a moving crew, not a static desk.

  • Drag-and-drop calendar for the whole team
  • Recurring jobs that schedule themselves
  • Technician assignment in a couple of clicks
A full week on the dispatch board, with real jobs assigned across the team

Live GPS tracking & field ops

Customers see their technician coming, and the office sees the whole day - live, on a map.

Route optimization showing one technician's optimized stops and route line for the day

One-click optimized routes for a technician's whole day - pick a tech, hit Optimize Route, done.

A customer's live tracking page showing their technician en route with an ETA

A "your technician is on the way" link you can text a customer, with a moving pin and ETA.

Inventory & purchasing

Know what you have, where it is, and when to reorder.

  • A full product and service catalog
  • Barcode scanning to move stock fast
  • Purchase orders and multi-location stock
  • Low-stock alerts before you run out
Purchase orders with real vendor pricing and backorder flags

Team & time

Roles that match how your business actually runs.

  • Roles and permissions per team member
  • Clock in/out timesheets
  • Points and rewards to recognize good work
The team roster with roles and schedule scope

Team rewards

Points and recognition that keep a crew motivated, built right into the job.

  • Points earned automatically for on-time arrivals and closed jobs
  • A redeemable rewards catalog
  • A leaderboard the whole team can see
The team rewards screen, showing points, a redeemable catalog, and a leaderboard

Reports

The numbers that matter, without building a spreadsheet.

  • A KPI dashboard for a fast daily read
  • A reports workbench to dig into any number
The reports workbench, scrolled to revenue trend, AR aging, and payment method charts

Everything in Astragal.

The screens above are the highlights. This is the whole list - every part of the product, grouped the way you’d actually think about your business.

Leads & booking

  • An embeddable booking widget for your own website
  • A public self-booking page with service-area checks
  • A lead pipeline for tracking sales conversations before they’re even a job
  • Role-based alerts by email or text the moment a lead comes in
  • Duplicate-client detection with a merge queue

Customers

  • Complete history on every client: requests, quotes, jobs, invoices, calls, and files
  • Multiple contacts and properties on one client record
  • Custom fields for anything you track that doesn’t fit a normal form
  • Gmail sync that pulls your email threads onto the client’s profile, with AI summaries
  • A "book from email" assistant that drafts the booking from a thread

Quotes

  • Line-item quotes with live tax and totals, built from your product catalog
  • E-signed approval clients can do from their phone
  • Deposits collected at approval, by card
  • Automatic follow-ups on quotes that go quiet
  • One click turns an approved quote into a scheduled job

Scheduling & dispatch

  • A drag-and-drop calendar with day, 3-day, week, list, and map views
  • Full undo/redo for schedule mistakes
  • Recurring jobs that generate their own future visits
  • Multi-day and multi-technician jobs
  • Company holidays the scheduler and booking form respect automatically
  • Warranty visits tracked separately from the job they came from

Route optimization & live tracking

  • One-click route optimization for a technician’s whole day
  • A feasibility check that flags any arrival window you can’t actually keep
  • A live "your technician is on the way" page, with a moving pin and ETA
  • Location sharing that turns on when a tech heads out and off when they arrive
  • Geofenced reminders that fire when a technician nears a job site

Jobs in the field

  • On-site photo capture and client signatures from the technician’s phone
  • A single click turns a completed job into a draft invoice
  • Line items that follow the right rules automatically - one-off, recurring, or warranty work

Invoicing & payments

  • Invoices from a job, a quote, or built from scratch
  • Online payment by card, plus cash, cheque, and e-transfer recorded manually
  • Card charges taken on the spot, in person or over the phone
  • Partial payments and payment-plan installments
  • Automatic reminders on anything overdue
  • Multi-rate tax support for layered tax jurisdictions

Client portal

  • A branded home base for every client - their quotes, jobs, invoices, and files
  • Passwordless login: every link they get signs them straight in
  • Approve quotes and pay invoices online
  • Request new work themselves, without calling
  • Send you photos and documents through the portal

AI phone system

  • A live notetaker that drafts the booking while you’re still on the call
  • Every call recorded, transcribed, and searchable by caller
  • An AI receptionist that has a real conversation after hours and captures the job
  • Text-back mode: a quick line, then an instant booking link by text
  • A monthly cost cap so AI phone costs can never run away
  • Caller screening and a permanent spam blocklist

Messaging & automations

  • Two-way email and text, with a library of reusable templates
  • Visit reminders, booking confirmations, and job follow-ups, all automatic
  • Delivery status on every message - see what actually went out

Inventory & purchasing

  • One catalog for products and services, with cost vs. price built in
  • Multi-location stock with FIFO costing
  • Barcode scanning for fast stock moves
  • Purchase orders with partial receiving
  • Low-stock alerts and a daily digest

Time & team

  • Clock in/out with a live "who’s working now" view
  • Timesheet approval that locks entries once signed off
  • Four built-in roles with permissions you can fine-tune per person
  • Team reminders that catch operational slips before a client notices

Team rewards

  • Points earned automatically for on-time arrivals, paid invoices, and jobs that stay closed
  • A redeemable rewards catalog and team challenges
  • A leaderboard to keep the crew motivated

Reports & analytics

  • Fourteen report sections covering revenue, receivables, leads, quotes, jobs, and inventory
  • Compare any period to the one before it, or to last year
  • Export any report to a spreadsheet

Mobile app

  • A native Android app with today’s jobs, navigation, and clock in/out
  • Works offline - photos and updates sync once you’re back in signal
  • Push notifications for new jobs, changes, and incoming calls

Setup, imports & integrations

  • One-click import from Jobber, or a CSV wizard for clients, quotes, and invoices
  • Gmail, Stripe, Paystone, and Twilio all connect from inside the app
  • A guided setup wizard that walks a new business through going live
  • Buy a dedicated business phone number without leaving the CRM

Simple pricing, and the phone is up to you

One plan for the work. The two telephone pieces are sold separately, so you take the one you want, both, or neither. Every price is per month, in Canadian dollars, and there is a two-week free trial with no card.

Standard

Everything except the phone. One place for the whole job — leads, quotes, scheduling, routing, invoicing, and getting paid.

$65 for your first person, a month
$42 for each person after that
  • Clients, quotes, jobs, visits and invoices
  • Scheduling, route planning and live technician tracking
  • Customer portal with e-signed quotes and online payment
  • Inventory, purchase orders and supplier orders
  • Time tracking, reports and team reminders
  • Text and email automations for your customers
Get early access

Answer my missed calls

$39 a month for the whole company

An AI receptionist picks up the calls you miss, books the job, and hands you a to-do list of what the caller wanted.

100 AI answering minutes a month, then 40¢ a minute.

Needs forward-on-no-answer at your current phone company. Nothing else changes.

Run my phone line here

$39 per person a month

Your business line lives in Astragal — dial out, take calls, see the call log, and get every call written up automatically.

600 talking minutes per person a month, then 25¢ a minute.

Needs your number forwarded here full time, or ported across.

The small print, in plain English

How people are counted
You are charged for the most people you had in the account at any point in the month. Somebody added part-way through is charged for that whole month, not a part of it. Removing somebody stops the charge from the following month, not straight away.
Going over what is included
Nothing stops working. The extra is measured over the month and charged after that month ends, so it lands on a later invoice than the plan it relates to — and we email you when you pass an included amount. Included amounts do not roll over.
Late payment
We never charge interest or a late fee. If a payment fails we email you and retry; if it stays unpaid, the account becomes read-only until it is settled. Nothing is ever deleted.
Cancelling
Cancel whenever you like — from your own settings if you pay by card, or by emailing us if we invoice you by hand. You get a final invoice for what you have used, and your data stays available for the period you have already paid for.
In private testing - early-access signups open

Get early access.

Tell us a bit about your business and we’ll reach out to get you set up.

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