What we are building, in order.

In progress

• Signing up without talking to us

  Setting up an organization, a support brand and its mailbox end to end on your own. Pricing gets set before signup opens, and the early access list sees it first.

Committed, not started

• Email logged on the record

  Copy your own address on a message and it lands on the contact, the account and the deal it belongs to. The timeline that already carries notes and stage changes carries mail too.

• Booking payments switched on

  For businesses that take appointments: the card is saved when the booking is made and charged once the visit is finished, on your own Stripe account. The path is built and tested.

• Dispatch switched on

  Assign a provider and they get a private link with the job, the checklist and the address. They mark it complete from their phone, with no app to install and no seat to pay for.

• Pay your crew from inside OtterFront

  Payouts already group by provider and week. This pays them out from that screen rather than leaving you to move the money somewhere else.

• Jobs that assign themselves

  Give each provider their own capacity and service area, and a new booking goes to whoever can take it. You keep the override.

On the list, unscheduled

• Text-message reminders

  Reminders to the customer and the provider by text as well as by email, for the people who never open their inbox.

• Calendar sync

  Booked jobs on the calendar you already keep, so a visit and a dentist appointment cannot land on the same hour.

• Customer accounts

  A login for your customers, so they can see their history and book again without retyping anything.

• Deposits, coupons and tips

  Take a deposit up front, run a referral credit, and let a happy customer add a tip when the job is done.

• Ask for the review

  A request that goes out after a finished visit, pointed wherever you want the review to land.

• Rules that do the following up

  When a lead sits untouched, when a deal changes stage, when a job finishes: a rule that fires instead of a task you have to remember to make.

• A dashboard you can dig into

  Pick your own date range, save the views you keep rebuilding, and click a bar to get the list of records behind it.

• An app on the home screen

  Every screen already works on a phone in a browser. This is the real installed app, for the people who want one.