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Changelog

What shipped and when. Built by a working founder for working owners; the product moves fast and this page keeps the receipts.

Moments & the daily hub
  1. Sep 12, 2026

    After-service thank-yous

    A few days after a customer's latest logged job, a thank-you moment appears with a ready-to-send message while the visit is still fresh. You pick the timing, edit the template, or turn it off in Settings.

  2. Sep 11, 2026

    What's working: revenue by moment type

    A dashboard panel that ranks birthdays, anniversaries, check-ins, printed cards, and e-cards by the actual dollars they brought in, built from the outcomes you log.

  3. Sep 10, 2026

    The Moments dashboard, redesigned

    Revenue attributed leads the page, the day's moments sit in one Today card with a streak, and sending a moment now moves every number on the screen in the same frame.

  4. Aug 17, 2026

    Ideas: ways to use it, tailored to your trade

    An in-app Ideas page and a light Did-you-know nudge with industry-specific plays, each one deep-linking to the feature that does it.

  5. Jul 24, 2026

    Proximity, on its own page

    See which past customers live near a job you already have, and stack an extra stop onto a trip you're already making. Proximity got a dedicated page with the map beside the list.

Outreach & cards
  1. Sep 11, 2026

    Scan notifications on printed cards

    Every review card you print carries its own QR code. When a customer scans it, you get notified, the scan lands on their timeline, and they land on your review page.

  2. Aug 31, 2026

    Outreach rebuilt: real card designs, e-cards, and scheduling

    Eleven card designs with themes, designed e-cards that open from a sealed envelope on their own page, photo headers, print-ready PDFs with cut guides, and sends you can schedule for the right day.

  3. Aug 2, 2026

    E-cards send from your own email

    Connect Microsoft 365 or Outlook and designed e-cards go out from your own address, landing in your Sent folder. Access is send-only, and every e-card carries a one-click unsubscribe.

  4. Jul 30, 2026

    The card builder and the first packs

    Design printed cards in your brand: thank-you, occasion, seasonal, and printable-letter packs, plus a review-and-referral card with a scannable QR to your review link. Print at home with cut guides.

Customers & their data
  1. Sep 12, 2026

    Referral tracking

    Mark which customer sent a new one your way. Appreciate Engine prompts you to thank the referrer with a ready-to-send message, and What's working shows what referrals actually earn.

  2. Sep 12, 2026

    The Drifting view

    One click on the customers list shows everyone with nothing sent and nothing serviced inside your check-in window, quietest first, so win-backs start from a list instead of a hunch.

  3. Sep 12, 2026

    Job history on the timeline

    Logged jobs now appear on each customer's timeline with price and notes, so service history and outreach history read as one record.

  4. Sep 11, 2026

    Customer info collection links

    Send a customer a single-use link and they fill in their own address and birthday. Submitted addresses are geo-verified, every response waits in a review queue, and you approve, adjust, or decline each one.

  5. Aug 30, 2026

    The customer page, redesigned

    Everything about one customer in two columns: a unified timeline, reminders, dates, and reference details, with multi-select contact preferences that are respected everywhere.

  6. Jul 27, 2026

    QuickBooks customer import

    Connect QuickBooks and pull your customers straight in. Read-only, nothing is ever written back, you review every import before anyone is added, and a daily sync keeps the list fresh.

Calendar
  1. Sep 10, 2026

    The calendar, rebuilt around the agenda

    The agenda is now the page and the month grid supports it: filters live in the URL, every dated moment is actionable in place, and printing produces clean letter-size pages.

  2. Jul 24, 2026

    A calendar of every upcoming moment

    The Calendar became its own page: birthdays, anniversaries, and reminders in one month view you can print and plan around.

Team, plans & accounts
  1. Aug 16, 2026

    Starter, Growth, and Pro, plus multi-business

    Three flat plans sized only by how many customers you keep close, every feature on every plan. Run more than one business under one login, 20% off each additional one, all on a single invoice.

    See it →
  2. Jul 18, 2026

    Team seats with per-person permissions

    Invite your team, each with their own secure login. You decide who can manage customers and who can send, and every message shows who sent it, so you always know who reached out.

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