Service CRM + AI Copilot Private Beta

Run your service business on Asteriq

AI-native CRM for HVAC, Cleaning, and Pest Control teams—schedule jobs, dispatch crews, send quotes & invoices, take payments, and get an AI copilot that handles the busywork.

Join Waitlist Book Demo No spam. Early users get founder access.
Drag-drop scheduling & dispatch
Quotes, invoices & online payments
AI copilot for follow-ups & tasks
Mobile-first for crews in the field

Private Beta: we’re onboarding a small group of test teams. Some features are live (scheduling, quotes/invoices, payments), others are rolling out (autopilot follow-ups, advanced analytics, full mobile flows). Join to shape the roadmap.

Asteriq dashboard preview

Everything you need to run the work

Asteriq streamlines field ops for HVAC, Cleaning, and Pest teams. Core CRM, quotes/invoices, and payments tracking are live today; Scheduling Pro, Online Payments, and AI Copilot are rolling out in Private Beta.

Unified Work Hub

Flow from quote → job → invoice with statuses that update automatically.

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Scheduling & Dispatch

Drag-and-drop jobs, assign techs, and send SMS/email reminders.

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Quotes & Invoices

Branded PDFs, taxes, partial payments, and clear statuses.

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Payments

Get paid faster with Stripe—deposits, partials, and saved cards.

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Client CRM

Timelines, notes, files, and preferences in one place.

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AI Copilot

Type what you want. Copilot fills the fields, validates, and creates it.

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AI Autopilot

Let follow-ups run themselves: quotes, reminders, overdue nudges.

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Reporting

Revenue trend, job status, and top clients at a glance.

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Ready to see it? Get started →

How it works

From quote to cash in four steps

Asteriq keeps your crew moving and your cashflow predictable—no spreadsheets, no duct tape.

  1. 1

    Create Quote

    Build professional quotes with line items, taxes & deposits. Send by SMS or email.

  2. 2

    Schedule Job

    Convert accepted quotes to jobs, drag-drop onto the calendar, dispatch crews with reminders.

  3. 3

    Invoice

    One-click convert to invoice. Capture photos, notes & signatures from the mobile app.

  4. 4

    Get Paid

    Customers pay online (card/ACH). Auto-receipts & smart reminders reduce chasing.

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Simple plans, built for field teams

Free during Private Beta

No credit card required. Invite-only while we finish automation.

Final pricing will be announced before public launch — beta teams get advance notice.

Basic

Free during Beta

Live core to run day-to-day.

  • Client CRM (timeline, notes, files)
  • Quotes & Invoices (auto-status, taxes/discounts)
  • Payments (tracking & reconciliation)
  • Tasks & Follow-ups
  • Scheduling (day/week, assignments)
  • Email/SMS templates (lite)

Standard support. CSV import available.

Recommended

Pro

Free during Beta

Grow ops with payments and automation.

  • Everything in Basic
  • Scheduling Pro (drag-drop, unscheduled tray) Beta
  • Online Payments (Stripe pay links, card on file) Beta
  • Reporting (revenue, job status, top clients)
  • RBAC & Teams (roles, invites)
  • Inbox Lite (Mailgun in, templated out) Beta

Priority support during beta.

Ultimate

Free during Beta

Automation & early access with founders’ support.

  • Everything in Pro
  • AI Copilot (natural-language create/update) Beta
  • AI Autopilot (follow-ups, reminders, overdue) Beta
  • Route clustering & map view Beta
  • Early features & roadmap input
  • Founders’ onboarding & support

White-glove beta onboarding included.

Why free during beta?

We’re validating workflows with real teams. In return for feedback, you get full access to live features at no charge during beta.

Will my data carry over?

Yes. All jobs, quotes, invoices, and payments created in beta stay with your account when we launch public pricing.

When will pricing be announced?

Before general availability. Beta teams receive advance notice and early-adopter discounts.

Can I leave any time?

Of course. Export your data at any time — there are no commitments during beta.

Get started Book a demo Invites only while in Private Beta.

Get started

We’re in private beta. Join the waitlist or book a quick demo with the founder.

Private Beta — limited spots

Join the waitlist

We’ll get back within 24 hours.

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Private Beta — limited spots

Book a quick demo

We’ll get back within 24 hours.

Protected by Turnstile