Run the business
Sell annual service agreements with the visits, prices, and terms built in. Customers sign online and choose how to pay. Asteri plans the visits, drafts the invoices, and flags the renewal before the agreement ends. Add memberships and repeat bookings for customers who want regular service.
Included with every Asteri plan.
Annual carpet care
Maria Lopez
12-month term · Jan 15 to Jan 14
1420 Maple Ave
Carpet cleaning · 3 rooms
Every 6 months · 2 visits
Upholstery · sofa
Every 6 months · 2 visits
Tile and grout · kitchen
1 visit
Billing
Pay in full · one upfront invoice
Visits
3 of 5 done · next on Jul 14
Renewal
Follow-up starts 30 days before the end date
What you can offer
Agreements, memberships, and repeat bookings all live next to your jobs and invoices, so recurring customers never slip through the cracks.
Pick services from your price list, set how many visits and how often for each service address, and lock in the price.
Offer a discount for paying in full, a different one for monthly or quarterly payments, or charge per visit.
Customers download the agreement, choose a billing option, check your acknowledgment boxes, and sign by typing their name.
Write terms and conditions templates or import them from a PDF, and add your own acknowledgment boxes.
Generate the visit dates for the whole term with your arrival windows, then schedule them like any other job.
Per-visit invoices are drafted as visits are completed, and pay-in-full agreements get one upfront invoice. You review before anything is sent.
Before an agreement ends, Asteri adds a renewal lead and can email the customer. Visits that slip past their date are flagged.
Sell a monthly or annual membership with a service discount. Customers join through a secure checkout link and renew automatically.
Customers who book repeat service online land in one list, where your team confirms, pauses, resumes, or cancels them.
Signed in minutes
Send the agreement and your customer reviews it in the customer portal. They download a copy, pick a billing option, check your acknowledgment boxes, and sign with their full legal name.
Your service agreement
Annual carpet care
Download your agreement copy
Billing option
Pay in full
One upfront invoice covering the full contract
Pay monthly or quarterly
One bundled invoice for each period
Per service
One invoice per completed visit
I have read and agree to the terms, including the 48-hour notice to reschedule.
Type your full legal name
Through the year
Generate every visit for the term in one step. When customers pay per visit, an invoice is drafted as each visit is finished. Before the end date, Asteri adds a renewal lead so someone follows up.
Visit plan
Visit 3 · Jul 14
Completed · invoice drafted
Visit 4 · Aug 2
Date passed, not completed
Visit 5 · Oct 14
Scheduled with a morning arrival window
Renewal · Dec 15
Renewal lead and customer email
Memberships
Create a membership plan with a monthly or annual price and a service discount. Send a customer a secure checkout link. Once they pay, their discount applies when they book online while signed in.
Membership plan
Home Care Plus
10% off every service you book online
$19
per month
Customer memberships
Maria Lopez
Renews Nov 1
Dana Whitfield
Checkout link sent
Chen home
Benefits end Oct 31
How it works
Pick the customer, service addresses, services, visits, and payment options.
The customer reviews it in the portal, chooses how to pay, and signs online.
Generate every visit date for the term and schedule the work.
Invoices are drafted for you, and the renewal is flagged before the end date.
Questions
You send the agreement from Asteri and the customer opens it in the customer portal. They download a copy, choose a billing option, check any acknowledgment boxes you added, and sign by typing their full legal name.
The customer picks one of the options you allow: one upfront invoice for the full contract, a bundled invoice each month or quarter, or one invoice per completed visit. Invoices are drafted for you to review, and nothing is sent until you send it.
Within the number of days you choose before the end date, Asteri adds a renewal lead for your team, lets your staff know, and can email the customer’s scheduling contact.
An agreement is a signed contract for a set of visits over a term. A membership is a monthly or annual plan that gives the customer a service discount and renews automatically until it’s stopped.
Yes. Customers can ask for repeat service when they book online: weekly, every 2 weeks, monthly, or quarterly, depending on what you allow. Your team confirms each one and can pause, resume, or cancel it later.
Yes. Set before-work and completion terms, warranty details, and care instructions in your settings. Customers sign the before-work terms before a technician starts and acknowledge completion before the job is closed.