Win & keep customers
Your customers sign in with a link from their email, then approve estimates, pay invoices, reschedule visits, and message your team, without calling the office.
Included with every Asteri plan.
Welcome back, Dana
Estimate for carpet cleaning
3 rooms and hallway · 2 options
Next visit
Tuesday · 9:00 to 11:00 AM
Invoice for upholstery cleaning
Due in 5 days
Saved card ending 4242
Saved for next time
What customers can do
Many field service tools stop at a payment link. The Asteri portal lets customers handle the whole relationship from their side.
Customers review an estimate, choose between options, add optional extras, and accept or decline. If you ask for a deposit, the deposit invoice is created for them.
Once an estimate is accepted, the customer can pick an open time for the work on the spot.
Card, US bank account, Afterpay, Klarna, or Square, depending on what you connect. Customers can add a tip if you allow it.
Customers save a card, remove it, and control what it can be charged for.
Customers move or cancel a visit themselves inside the notice window you set, or send a request for your team to approve.
Every visit with its services, price, address, and directions. Customers can add a visit to Google Calendar in one tap.
Customers read the agreement, choose to pay in full, monthly, quarterly, or per visit, and sign by typing their name.
Customers message your team or ask for new service, a quote, or a callback. Everything lands in your Asteri inbox next to your texts.
Customers keep their contact details and service addresses up to date themselves.
Fewer calls to the office
Reschedules, quote requests, callbacks, and feedback all arrive in Client Hub, where your team works through them.
Customer requests
Reschedule request
Wants Thursday morning instead
Quote request
Tile and grout, kitchen
Callback
Question about the service agreement
Feedback
Great job on the stairs
Get paid sooner
Customers see what they owe and pay in a few taps with the payment methods you already use.
Pay invoice
Upholstery cleaning
Sofa and two chairs
Tip for your technician
Optional
How it works
Create a portal login from Client Hub and send the sign-in link. Booking confirmation emails include a sign-in link too.
The link in their email signs them in. There is no password to create or forget.
Customers approve, pay, book, and message from whatever device they have in hand.
Approvals, payments, requests, and messages show up in Asteri as they happen.
Questions
No. Customers get a sign-in link by email. Each link works once and expires after 24 hours, and customers can ask for a new one from the sign-in page at any time.
No. Only customers your team has set up can sign in. If someone asks for access, they only receive a link when your team has already created their portal login.
Whatever you connect: cards, US bank accounts, Afterpay, and Klarna through Stripe, plus Square.
Only if you allow it. You choose whether customers can reschedule or cancel on their own and how much notice they must give. Otherwise, they send a request and your team decides.
No. The portal works in any web browser and is designed for phone screens, so customers can use it straight from the email link.
The portal shows your business name, and you can pick from 16 color themes.
No. The customer portal is included with every Asteri plan.