Customers
Keep each customer’s properties, jobs, estimates, invoices, notes, and files in one profile. Anyone in the office can see the full history before they pick up the phone.
Included with every Asteri plan, with unlimited customers.
Dana Whitfield
Invoice paid
Carpet cleaning · $320.00
Job completed
Living room and hallway
Text sent
“We’re on our way!”
Estimate approved
2 options · picked “Deep clean”
What you get
Everything about a customer lives in one place, so nobody has to dig through texts, email, or paper to find it.
See properties, cards on file, invoices, estimates, jobs, service agreements, notes, and files for each customer.
Scroll one timeline of messages, sales, jobs, billing, and team notes. Filter it to just what you need.
Save each address with the gate code and lockbox code, so your crew can get in without a phone call.
Group locations under one parent account, like a property manager with several buildings.
Add your own fields in 9 types, like yes/no, dropdown, or date. Make them required, show them in the list, or filter by them.
Tag customers any way you like, then filter your list by tag.
Name your own tiers, like Gold or VIP. Set them by hand, or let Asteri move customers up based on what they’ve paid or how many jobs you’ve done.
Switch between a list, cards, and a map of where your customers are.
Bring your customer list in from a spreadsheet file (CSV), and export it any time.
On site
Save every property a customer owns, with the details your team needs at the door. The job shows the right address, so nobody calls the office for a gate code.
Properties
1420 Maple Court
Gate code
#4471
Lockbox
2580
88 Harbor Street, Unit 3
Rental property
Your way
Every business keeps different notes. Add your own fields and tags, and sort customers into tiers that match how you work.
Custom fields
Pets at home
Yes / No · shown in the customer list
Preferred contact time
Dropdown · used as a filter
Property manager email
Email · required
Tags
How it works
Import customers from a spreadsheet file, or add them one at a time.
Set up the custom fields, tags, and tiers your business uses.
Jobs, estimates, invoices, and messages land on the customer’s timeline as you go.
Search, filter by tag or field, or look at the map.
Questions
No. Every Asteri plan includes unlimited customers.
Yes. Import customers from a spreadsheet file (CSV), and export your list any time you need it.
Messages, sales activity like estimates, jobs, billing, and internal notes. You can filter the timeline to one kind at a time.
Yes. Add as many properties as you need, each with its own details like a gate code or lockbox code. You can also group locations under a parent account.
Short text, paragraph, number, date, dropdown, yes/no, web link, email, and phone. Each field can be required, shown in your customer list, and used as a filter.
You name the tiers and set a minimum for each. Assign them by hand, or turn on automatic tiers so customers move up based on how much they’ve paid or how many jobs you’ve completed for them.