Asteri AI
Asteri AI answers questions about your customers, schedule, estimates, and invoices in plain language. When you hand it work, it lays out the changes as a plan your team approves.
Paid add-on: $199/month. Included free during your 30-day trial.
Asteri AI
Harbor View Apartments
Carpet cleaning · 12 days late
Maple Street Dental
Tile and grout · 8 days late
Rosa Alvarez
Upholstery cleaning · 5 days late
Send 3 overdue reminders?
Email a reminder to each customer
What it can do
Asteri AI works with the records already in Asteri. It can take on about 40 kinds of actions, and it only sees what the person asking is allowed to see.
Ask about customers, the schedule, prices and services, estimates, invoices, jobs, conversations, and inventory, the way you would ask your office manager.
Find out which invoices are overdue or unpaid and who owes what, then ask Asteri AI to send reminders.
Look up similar past estimates, then create, edit, send, bulk-send, or convert estimates without leaving the conversation.
Create, cancel, or reschedule jobs, assign a technician, add notes, and block time on the calendar.
Create or update customers and their addresses, and invite a customer to your customer portal.
Send a text or email, or create and send an invoice, including one straight from a finished job.
Create promo codes, services, and tasks, or set up an automation from a template.
Asteri AI only works with what the person asking is allowed to see, so answers stay within each user’s access.
Turn any answer into a PDF report you can save or pass along.
Approval first
When you hand off work, Asteri AI lays out each change as a plan. By default, the plan waits for someone with approval rights to approve or reject it before anything in Asteri changes.
Plan: move Thursday’s job
Asked by Kim · “Move Harbor View to Friday morning and let them know.”
Keeps watch
Every 10 minutes, Asteri AI checks your account for work that needs attention and flags it for your team. Ask for a morning briefing whenever you want a rundown.
Needs attention
Estimate sent 9 days ago, no answer
Oak Ridge HOA · Carpet cleaning
New lead with no reply yet
Harbor Grill · Hood cleaning
Two jobs overlap on Friday
Marcus · 1:00 PM
No visit booked in 8 months
Greenway Offices
AI Migration Center
Upload a CSV export from the software you use today. AI matches your columns to the right places in Asteri, and you review everything before it’s saved. It comes with the Asteri AI add-on.
Import customers
Check the AI’s matches
AI-assistedChange anything. Nothing is saved yet.
ContinueHow it works
Type or speak in the side panel, on the full page, or in the mobile app.
Ask Asteri AI to reschedule a job, send an estimate, or text a customer.
Someone with approval rights reviews the changes and approves or rejects them.
Asteri AI keeps checking for work that needs attention and flags it for your team.
Questions
Asteri AI is a paid add-on for $199/month. It is included free during your 30-day trial.
By default, every change is laid out as a plan and waits for someone with approval rights to approve or reject it. Owners and admins can choose to let routine actions run on their own.
Your team shares one monthly AI allowance. If you use it all, requests pause until next month. There are no surprise overage charges.
No. Asteri AI follows each user’s permissions, so people only get answers about what they are already allowed to see.
Yes. Asteri AI is in the Asteri mobile app as well as on the web, and you can speak your questions on both.
You can’t text Asteri AI from your phone’s messaging app, and briefings are not sent on a schedule. Use it in Asteri on the web or in the mobile app, and ask for a morning briefing whenever you want one.