TradePremium add-on · Custom pricing
Branded Customer App & Automations
Your business, in your customers’ pockets
Your own app with your logo on your customers’ phones, plus automations that give you hours back every day.
Saves owners about 1.5–2 hours a day
Estimate only. Actual savings vary by business and workflow.
Fictional Fox Valley Heating & Cooling demo
Branded customer app
A familiar place to book, check in and stay connected.
Your logo. Their home screen.
Customers install from a link and see your business name and logo on their phone.
Booking that fits your day
Online booking uses your real schedule, route and service rules, with day-before visit reminders.
A history worth keeping
Service history, shared visit notes and equipment details stay together in one place.
Show you the problem
Customers attach photos to service requests so you have more context before the visit.
Memberships made simple
Your membership plans, online sign-up and renewal reminders, plus one-tap call and review buttons.
No passwords to remember
Customers sign in with the code from their email, right in their current browser or installed app.
Owner tools
One place to keep your day moving.
Your customer list, app requests inbox, visit completion and automation controls — together in your dashboard.
Customer list
Keep contact details, equipment and memberships organized.
App requests inbox
Review booking and rescheduling requests, including photos.
Mark visits complete
Save notes and choose what to share with the customer.
Automation controls
Choose what runs, edit messages and check the send log.
Automations
Less follow-up. More time on the job.
Morning route briefing
Today’s jobs and short drive times, in one owner text.
Reply DONE
Close a job by text and save shared or private visit notes.
On my way
Send an arrival estimate; customer texts require recorded consent.
Evening wrap-up
Tomorrow’s jobs and important follow-ups in one owner text.
Member tune-up reminders
Email reminders for your Complete Care and legacy membership customers.
Review requests
A follow-up email after a completed visit, with your review link.
Job summaries
Share completed-visit notes with customers by email.
Renewals & loyalty
Membership reminders, anniversary thanks and plan-specific loyalty credit.
Customer email automations include unsubscribe controls. Customer text notices are sent only with recorded consent.
QuickBooks Online, connected.
Read-only customer import, including membership plans. Flag overdue unpaid invoices that may indicate missed or failed autopay, and send payment alerts using QuickBooks’ own secure pay link for invoices that include one.
Billing stays in QuickBooks. We never store card numbers or change your QuickBooks records.
Need a new website, too?
Optionally, add a new website for your business, connected to your branded customer app. Include it in your custom-pricing request.
Make it your business’s app.
Custom pricing for your customer base, membership plans and workflow.