Stride help
Short guides to setting up and running Stride. If yours isn’t here, email us and someone who works on Stride will answer.
Customers and contacts
Setting up the people and places you work for.
- Customer stages: leads, customers, and QuickBooksTrack leads without adding them to QuickBooks. See when a contact becomes a customer and how to choose stages for your business.
- Customer, location, or contact: which one to addA customer is whoever receives the invoice and pays it, a location is where you do the work, and a contact is a person you talk to. How to choose, with examples.
- Merge duplicate contactsMerge duplicate contacts and review which records will move. Some history and custom property values remain on the archived contact.
- Bring in records from another systemMove customers, jobs, visits, estimates and invoices from Housecall Pro, Jobber, ServiceTitan or a spreadsheet into Stride through Chat with Stride, and undo an import you don’t want.
Customer notifications
Arrival emails, follow-ups after the work, and the outbox that tracks them.
- How customer notifications workWhat Stride emails your customers and when, where to turn each email on, how to stop emails to one contact, and how the Notification outbox tracks them.
- Send I’m on my way emailsTurning on I’m on my way doesn’t send anything by itself. The assigned technician sends the email from the visit when they head out.
- Set up after-visit follow-up emailsEmail each customer once after a job is marked Completed, to thank them or ask for a review. Approve each email first, or let Stride send on schedule.
Time and labor
Tracking time, on jobs or not, and pricing labor.
- Track your timeRun one clock from your first job or activity to End day. Stride counts the time between jobs, leaves breaks out of your hours, and asks when you stopped if you forget.
- Set up time tracking for billing and payrollSee everyone’s week, fix forgotten clock-outs, bill evenings at your after-hours rate, and export regular, overtime, and holiday hours for payroll.
- Add your own time typesAdd time types like shop time or warranty work beside the built-in ones, set what each bills, and see them on jobs and invoices.
Integrations
Connecting Stride to QuickBooks Online, ChatGPT, Claude, your calendar, and other apps.
- Set up QuickBooks OnlineConnect QuickBooks Online, match your customers and products, and choose how invoices are recorded. Stride emails your customers; QuickBooks keeps the accounting copy.
- Set up QuickBooks field mappingsPut Stride details like the job number on QuickBooks invoices and customers. Set up custom fields in QuickBooks, add a mapping, turn on sending, and fix mappings that need attention.
- Use your QuickBooks estimates in StrideSee the estimates you write in QuickBooks Online on the customer in Stride, and bill one from a Stride invoice so QuickBooks marks it Closed.
- Use Stride in ChatGPT or ClaudeUse supported Stride records in ChatGPT or Claude, with your current permissions and confirmation before changes.
- Add your visits to your calendarSubscribe to your Stride visits in Apple Calendar, Google Calendar, or Outlook. Your calendar keeps them up to date on its own.