Customers

Every customer, and every job you've done for them.

A customer record starts the first time someone calls. Their calls, jobs, estimates and invoices all land on it, with directions one tap away. Each customer also gets a private page to see their visits, approve estimates and check what they owe.

The Aestar app on a computer: Customers, with 15 on file, and Regina Alvarez open, with her address, directions and buttons to open her jobs or start an invoice. Example shop.

Desert Demo Electric is a sample shop in the real Aestar app.

One record per customer

Regina called and Ava booked her ceiling fan install. Her record already has the call, the job and the invoice, and her address is one tap from directions.

Regina Alvarez3820 E Brown Rd, Mesa
Example shop
CallAva booked a ceiling fan install7:40 AM
JobCeiling fan installToday, 2:00–4:00 PM
InvoiceCeiling fan install · $285.00Draft

Their own page

Copy a customer's link and send it. They see their upcoming visits, approve or decline estimates and see their invoices. No account, no password, no app.

A customer's estimate page on an iPhone: Owen's 200A panel upgrade for $3,780, with Approve the estimate. Example shop.

Customers pay by card right on this page.

Find anyone fast

Search by name, phone or address, or filter in plain words, like “has jobs” or “this week”.

Your notes stay yours

Gate codes, the dog, where the shutoff is: notes stay on your side. Customers only see what you share.

Live today

What works now, and what's next.

We only call something live when it works end to end. Everything else says where it stands.

  • Customer records started by callsLive
  • Calls, jobs, estimates and invoices on one recordLive
  • Each customer's own private pageLive
  • Your customer list imported once, from a spreadsheet or another app's exportLive

Questions

Customers questions.

What does a customer see on their page?

Their upcoming visits, their estimates with Approve and Decline, and their invoices. Never your notes, your margins or anyone else's jobs.

Do customers need an account?

No account, no password, no app. The link is theirs, and it expires.

Set up free. Pay when Ava picks up.

We estimate about 10 minutes of your time. Setup is free until November 1, and going live starts a 30-day free trial.