Bridge App

Bridge App is a software solution aimed at small to medium-sized businesses, designed to help streamline their operations. According to the vendor, this tool is specifically tailored for tradespeople, service providers, professional services, retailers, and healthcare providers. It offers a range of features that can assist with customer communication, appointment scheduling, quote and invoice generation, email campaigns, and direct messaging with clients.

Key Features

Client Record Storage: According to the vendor, Bridge App allows businesses to store and manage client information in a centralized location. This includes contact details, job history, and related documents.

Appointment Scheduling: Businesses can schedule appointments with clients directly within the platform, providing a clear record of upcoming appointments for both parties.

Quote and Invoice Generation: According to the vendor, Bridge App enables users to create professional-looking quotes and invoices, which can be customized with their branding and easily sent to clients.

Email Campaigns: Users can send targeted email campaigns to their client base, promoting special offers, new services, or important updates, in order to stay connected and drive engagement.

Direct Messaging with Clients: Bridge App allows businesses to communicate directly with clients through the platform, improving customer service and fostering better communication.

Credit Card Payment Collection: According to the vendor, Bridge App integrates with Pin Payment, providing businesses with a secure and convenient way to accept credit card payments.

Data Upload and Migration: Users can upload their client data from spreadsheets into the new product, Pocket Office, ensuring a smooth transition and retention of client records.

Free Account Access: Bridge App offers a free account option, allowing businesses to access basic functionality such as client record storage and appointment scheduling at no cost.

Pro Rata Refunds for Paid Accounts: According to the vendor, users with paid accounts will receive a pro rata refund for any fees paid beyond January 15, 2019, ensuring a fair transition to the new product.

Account Closure for Free Accounts: Free account users will have their accounts closed on January 15, 2019, prompting them to make necessary arrangements for transitioning to a new platform.