Strata CRM

Strata 2.7 puts mobile operations and fixed location shops on the same footing. Service addresses now live on the job itself, so a mobile visit always carries where it is going. Scheduling has a lot more room to work. You can put more than one technician on a job, reschedule or reassign a whole batch in one go, and open a single technician's day on its own. Set working hours and time off per person and Strata gives you a heads up before you book over them, and the weekly board collapses day by day so a busy week stays readable. The finances page has been rebuilt, again. Pick a month, drag across the cash flow chart to read any day, and see revenue share by category. Technician pay and earnings are here too, split evenly across a crew, and you can show prices right on the calendar. A new hide button sits on the schedule, invoices, finances, clients and the dashboard. One tap covers money and customer names while you are standing at a counter or sitting in a van. Your data stays yours, with clients, jobs, invoices, quotes and reports exporting to CSV whenever you want them. And on iPhone, press and hold the app icon to jump straight to today's schedule, a new estimate, a new appointment or messages.