Run the business
Each job keeps the customer, schedule, crew, services, checklists, photos, time, materials, and payment together. The office and the field see the same job, and when the work is done, getting paid is part of finishing it.
Included with every Asteri plan.
Carpet cleaning · 3 rooms
Maria Lopez
1420 Maple Ave · Thu, Oct 9 · 11:00 AM
Crew
Alex R. (lead) · Jordan K.
Checklist
5 of 6 steps done · photo required
Service photos
What’s in a job
No more hunting through texts and paper for the details. Your team opens the job and it’s all there.
See jobs the way you work. On the board, drag a job to the next column to change its status.
To be scheduled, pending confirmation, confirmed, dispatched, on the way or on site, paused, work completed, ready to close, and closed.
Steps can require notes, photos, or a signature. Required steps must be done before the job can be completed.
Keep service photos and files on the job, plus internal notes your customer never sees.
Customers approve your terms before work starts and sign when it’s done, on the technician’s phone or from a text or email link.
Record time on the job and the parts and supplies used. Put each material on the invoice or keep it as an internal cost.
Services, time, and materials add up to show revenue, cost, and profit margin for every job.
Plan multi-day work as one job, with its own time and crew for each visit.
If something needs another look, book a free return visit or refund the customer right from the job.
At a glance
Filter jobs by status, date, customer, or how they’re paid. The board shows every stage side by side, and moving a card updates the job for everyone.
Jobs
To be scheduled · 2
Kim residence
Area rug
Due soonLee condo
Upholstery
Confirmed · 2
Garcia home
Tue · 12:00 PM
Brooks condo
Wed · 9:00 AM
In progress · 1
Maria Lopez
Alex R. · on site
Work completed · 1
Chen home
Invoice sent
PartialWrap it up
When the work is done, one screen closes it out. Required checklist steps come first, then you choose how the customer pays.
Complete job
All required checklist items done
Completion terms
SignedChoose an action
Collect payment now
In person or over the phone
Send invoice
Customer signs and pays online
Mark paid, send receipt
Cash, check, or another app
No payment needed
Covered another way
Payment due
Due on receipt
Ask for a review
Send your review link after this job
Balance due
$300.00
Know your numbers
As your team records time and materials, Asteri adds them to the job’s services so you can see the profit, not just the price.
Cost breakdown
Services
After job discounts
Time
2 people · 3.5 hours
Materials
Pre-spray, protector
Profit
$180.60
60.2% margin
How it works
Add it yourself, turn an accepted estimate into a job, or let customers book online.
Set a time or arrival window and pick the crew, or leave it to be scheduled later.
Your team works through checklists, photos, time, and materials in the Asteri app.
Complete the job and take payment or send the invoice in the same step.
Questions
You can create them yourself, turn an accepted estimate into a job, or let customers book online. Online bookings you review before confirming wait as pending confirmation.
Yes. Multi-day and multi-visit work stays on one job, and each visit gets its own time and crew.
Yes. Required checklist steps must be finished before a job can be completed. If you use completion terms, the customer has to sign them before the job can be closed, and before-work terms must be signed before a technician can start.
Send the invoice as you complete the job, or create one later from one or more jobs. Recorded time and billable materials can go on the invoice.
Yes. Technicians work their jobs in the Asteri app for iPhone and Android. The apps are in App Store and Google Play review.
Yes. Jobs are included with every Asteri plan.