Answer first
The best way to organize jobs is to treat the client record as the source of truth. Every quote, scheduled job, invoice, and payment should live under that client. When the phone rings months later, you can see the history in seconds.
What to track for each client
Name, phone, email, address, and any gate or access notes.
What you did last time, preferences, and quick reminders for repeat work.
What you quoted, when it was sent, and whether it was approved.
What you invoiced and whether it was paid or still open.
The clean workflow that keeps history organized
- 1 Create the client record once. Keep contact details and notes in one place.
- 2 Create a quote and send it by email for approval. The quote stays tied to the client.
- 3 Schedule the job so the date and assignment remain connected to that same client and quote.
- 4 Create the invoice and email it with the payment link. When paid via Stripe, it is easy to see status.
Common mistakes that create chaos
If the job lives in email threads, you will lose details when someone else needs context.
Duplicate clients split your history and make it hard to know what is still open.
When those records are separate, follow ups become guesswork. Linking keeps it obvious.
Simple job history checklist
- Client contact info is correct
- Notes include what was done and any follow up needed
- Quote is attached to the right client
- Job is scheduled and assignment is clear
- Invoice is sent by email and the payment link is included
How Asteriq fits
Asteriq is built for small home service teams. It keeps the whole workflow tied together so your history stays clean. Quotes and invoices go out by email with secure links. Invoices can include Stripe Checkout so getting paid is easier.
Founder offer seats are limited. We help you get set up quickly and collect feedback to improve the product.
FAQ
Q What is the simplest way to avoid losing job details?
Keep everything tied to the client record. One place for notes, quotes, jobs, invoices, and payments.
Q Do clients receive quotes and invoices by text?
No. Asteriq sends quotes and invoices by email with a secure link the customer can open.
Q Can clients pay online from the invoice?
Yes. The invoice link supports Stripe Checkout for online payment.
Q Do you support partial payments?
Not yet. The online payment flow is designed for full invoice payments today.
Q Can I change the quote or invoice template?
Not today. Asteriq uses a consistent layout so client pages and PDFs look clean and familiar.
Q What should I track for each client?
Contact details, job notes, what you quoted, what you did, what you invoiced, and what was paid.