In the field
Build checklists once and Asteri adds them to the right jobs. Your crew checks off steps, answers questions, and takes photos on their phones, and required steps must be done before a job can be finished. Office to-dos live on a shared task list.
Included with every Asteri plan.
Carpet cleaning checklist
Chen home · This visit
Walk the rooms with the customer
Pre-spot high-traffic areas
Moisture reading after extraction
After photos of each room
Customer sign-off
2 required items left
Fix next: After photos of each room
What you can do
Checklists keep each job to your standard. Tasks keep track of everything else that needs doing.
Build a checklist once with sections and items, then reuse it on every job that needs it.
Add steps to check off, yes/no questions, numbers with a lowest and highest value, multiple choice, and written answers.
Require a set number of photos, a note, or a signature on any item. Your crew adds them right from the checklist.
Set rules so a template is added to the right jobs on its own, for example every job with a certain service.
A job can’t be finished until its required items are done. The phone app shows exactly which ones are left.
Keep office to-dos in one list with priorities, start and due dates, labels, and subtasks.
Switch between a list, a board, a calendar, and a timeline, and update many tasks at once.
Assign a task to one or more people, talk it through in comments, and log the time it took.
Create a task from a phone call’s details, or have an automation workflow create one for you.
Checklists
Make a checklist for each service you offer. Choose which kinds of items it has, what needs a photo or a signature, and which jobs it belongs on. Asteri adds it when the job is booked.
Checklist template
Task
A step to check off
Yes/No
A quick question
Number
With a lowest and highest value
Multiple choice
Pick one of your options
Text
A written answer
Tasks
Calls to return, supplies to order, vans to service: put them on the task list, give each one an owner and a due date, and move it along as it gets done. Today’s tasks also show up in your morning brief.
Tasks
To Do
Order more pre-spray
Due today · High
Call back about the rug quote
Due tomorrow
In Progress
Service Van 3
2 of 4 subtasks
Done
Send the Rivera invoice
Done Monday
How it works
Write down how each service should be done, with the photos and sign-offs you need.
Choose the jobs each checklist is added to, such as every job with a certain service.
Technicians fill in the checklist on their phones as they work, even with a weak signal.
The job can be finished once every required item is done.
Questions
Only if it isn’t required. Required items must be done before the job can be finished, and the phone app shows which ones are left and where to find them.
Yes. Any item can require a set number of photos, a note, or a signature, and your crew adds them right from the checklist on their phone.
No. Set rules on a template, such as the services it covers, and Asteri adds it to matching jobs. You can still add a checklist to a job yourself.
Your team works from one task list on the web and in the phone app, and your role settings decide who can see and change tasks. Each task can be assigned to one or more people.
Yes. Checklists and tasks are included with every Asteri plan.