Run the business
Send estimates with options your customers can sign online, turn accepted work into a job without retyping, and send invoices with a secure pay link by email or text. Reminders follow up for you.
Included with every Asteri plan.
Estimate for carpet cleaning
Choose an option
Standard clean
3 rooms
$180
Deep clean
3 rooms · pre-treat
$240
Deep clean + protect
Adds stain guard
$310
Stair cleaning
Optional · 14 steps
Down payment
Requested when you accept
Your signature
SignedTotal
$300.00
What you can do
Estimates and invoices share the same customers, services, and prices, so the numbers carry through from the first quote to the final payment.
Put several options on one estimate and let the customer choose one. Add optional extras they can include.
Group services into discounted packages that make the bigger job an easy yes.
Start from built-in proposal designs, then adjust the colors, fonts, and layout.
Customers review, sign, and accept or decline from a link. They can download a copy of the signed record.
Ask for a deposit when the customer accepts. It’s taken off the final invoice once it’s paid.
Email an estimate right away or schedule it to go out at a set time.
Start reminders on an open estimate, and send quote expiry reminders before an estimate runs out.
Invoice one job or combine several jobs into one invoice, with recorded time and materials included.
Email the invoice with a pay link, text a secure pay link, or send a paid receipt.
One connected flow
Nothing gets typed twice. Create the job straight from the accepted estimate, and when the work is done, the invoice comes from the job.
Estimate #1042
Deep clean + stairs
Signed Oct 3 · $60 down payment paid
Job
Maria Lopez · Thu, Oct 9
Customer picked the time after accepting
Invoice #2087
$300.00 · Net 15
Sent by email and text with a pay link
Get paid
Email or text each invoice with a secure pay link. Turn on the Payment Reminder workflow and unpaid invoices get a reminder, then another, and your team gets a follow-up task if it’s still open.
Invoice #2087
Deep clean · 3 rooms
Stair cleaning
Down payment
Paid Oct 3
Still due · Net 15
$240.00
Payment reminder
OnEach reminder checks first that the invoice is still unpaid
How it works
Add services from your price list, photos, and a few options to choose from.
Email it now or schedule it for later, and start follow-up reminders.
They choose an option, sign, and pay a down payment if you ask for one.
Create the job, finish it, and send the invoice with a pay link.
Questions
Yes. Customers open the estimate from a link, choose an option, sign, and accept or decline. They can download a copy of the signed record.
Yes. Add several options to one estimate and the customer chooses one. You can also add optional extras and discounted package bundles.
Yes. Ask for a down payment on the estimate and the customer pays it when they accept. The paid amount is taken off the final invoice.
From the pay link in their email or text. They can pay by card, US bank account, Afterpay, or Klarna through Stripe, or with Square if you connect it.
Yes, once you set them up. Start follow-up reminders on an estimate, turn on quote expiry reminders, and switch on the Payment Reminder workflow for unpaid invoices.
Yes. Once texting is set up, you can text the customer a secure pay link for any invoice.
Yes. Estimates and invoicing are included with every Asteri plan.