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Asteri AI

Your day, summed up before you start

Open Asteri and the morning brief tells you what happened while you were away, what’s on today’s schedule, and how the week’s money looks. It’s at the top of your dashboard and opens in the phone app once a day.

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Included with every Asteri plan. One-tap follow-ups use the Asteri AI add-on ($199/month).

Good morning, Sam

Tuesday

You have 3 jobs today and a new lead waiting on a reply. Revenue is up 12% on last week.

While you were away · 4

  • New lead: Priya S.

    Carpet cleaning, 3 rooms

    Needs reply
  • Missed call

    (410) 555-0142 · 7:12 AM

    Needs reply
  • Estimate viewed

    Whitfield home · Tile and grout

  • Payment received

    Rivera home · $240.00

Today’s plan · 3

  • Chen home · Carpet

    Marcus B.

    8–10 AM
  • Oak Street Dental · Carpet

    Ana R.

    10:30 AM
  • Patel office · Upholstery

    Jordan T.

    1–3 PM

This week

$8,42012%

Unpaid

$3,150 · 2 overdue

While you were away
Leads, calls, payments, and more since your last visit
Today’s plan
Your jobs and the tasks due today
Money pulse
This week’s revenue and unpaid invoices
Web and phone
On the dashboard and in the phone app

What’s in it

Everything you’d check first, on one card

The brief pulls from your leads, calls, texts, estimates, payments, schedule, and tasks, so you don’t have to open each one.

  • A one-line summary

    A short sentence sums up your day. Asteri AI writes it on the dashboard, and you get a plain summary when AI isn’t available.

  • While you were away

    New leads, missed calls, voicemails, text replies, viewed estimates, payments, cancellations, and reviews since your last visit.

  • What needs a reply

    Items that need action rise to the top, so the new lead doesn’t sit behind a payment notice.

  • Today’s jobs

    The day’s jobs with the start time or arrival window, who’s assigned, and where they’re going.

  • Today’s tasks

    Tasks that are overdue or due today, one tap from the task list.

  • Money pulse

    Revenue so far this week compared with last week, plus unpaid invoices and how many are overdue.

  • In the phone app

    The brief opens on its own the first time you open the app each day, with the day’s weather.

  • The right brief for each role

    Owners, admins, and managers get the full brief. Everyone else sees their jobs and tasks for the day.

  • One-tap follow-ups

    With the Asteri AI add-on, tap a suggestion like “Reply to the new lead” and the AI assistant takes it from there.

On your phone

Start the day before you reach the office

The first time you open the Asteri app each day, the brief opens on its own. You can bring it back any time from the dashboard menu.

  • Today’s weather for your area
  • The day’s stops and what needs a reply
  • This week’s revenue and what’s outstanding
  • Shows once a day, then gets out of the way

Start your day

Today

Sunny, light wind

72°

Schedule

3 stops today

First at 8 AM · Chen home

Needs reply

New lead · Priya S.

Missed call · 7:12 AM

Money pulse

$8,420 this week

$3,150 outstanding

With Asteri AI

From reading the list to clearing it

Add the Asteri AI add-on ($199/month) and the brief suggests next steps. Tap one and the AI assistant opens with the request already written, like drafting replies to new leads or following up on estimates customers viewed.

  • Reply to new leads
  • Call back missed calls
  • Follow up on viewed estimates
  • Reply to new reviews
  • Or handle them all at once

Suggested next steps

With Asteri AI
Reply to the new leadCall back the missed callHandle all 2

Asteri AI

I drafted a reply to Priya about her carpet cleaning request. Want to review it before I send it?

Questions

Common questions

Do I need the Asteri AI add-on for the morning brief?

No. The brief is included with every Asteri plan. The one-line summary on the dashboard uses your plan’s monthly AI usage, and you get a plain summary if that runs out. The one-tap follow-ups open the AI assistant, which needs the Asteri AI add-on ($199/month).

Where do I see the brief?

At the top of your dashboard on the web, and in the Asteri phone app, where it opens on its own once a day. The phone apps are in App Store and Google Play review right now.

Does the brief come by email or text?

No. It’s waiting for you when you open Asteri.

What counts as “while you were away”?

Everything since your last visit to the dashboard, up to the last 72 hours: new leads, missed calls, voicemails, text replies, viewed estimates, payments, cancellations, and reviews.

Will my technicians see revenue numbers?

No. Owners, admins, and managers see the money pulse. Everyone else sees only their jobs and tasks for the day.

Works together

Pairs well with

  • Asteri AI assistantAsk questions and hand off busywork
  • Checklists & tasksJob checklists and a shared to-do list
  • Calendar & dispatchDrag-and-drop schedule that updates everyone
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