Features
Manage your customers, employees, and the reputation of your business. Start For Free
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Thursday
Sept 1, 2021
Friday
Sept 2, 2021
Saturday
Sept 3, 2021
Sunday
Sept 4, 2021
Monday
Sept 5, 2021
8 AM
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11 AM
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
6 PM
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8 PM
Appointment
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Customer
asfd asfd

Property
fasd, fd, Alabama, Canada, 345454

Phone
6546546444

Email
fasdfa@fasdf.com


Appointment
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Customer
asdf asdfas

Property
fds, fdsfd, Alabama, Canada, 345544

Phone
6546444544

Email
fasdf@fasdf.com


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Customer
fsd asfd

Property
fdefas, fsad, California, Canada, 432534

Phone
3213213218

Email
asfads@fasdf.com


Event
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vaca




Appointment
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Customer
asdf asdfas

Property
fds, fdsfd, Alabama, Canada, 345544

Phone
6546444544

Email
fasdf@fasdf.com


Appointment
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Appointment Info
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Customer
fsd asfd

Property
fdefas, fsad, California, Canada, 432534

Phone
3213213218

Email
asfads@fasdf.com


Appointment
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Appointment Info
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Customer
asfd asfd

Property
fasd, fd, Alabama, Canada, 345454

Phone
6546546444

Email
fasdfa@fasdf.com


Appointment
See Info
Remove?
Appointment Info
Close
Customer
fsd asfd

Property
fdefas, fsad, California, Canada, 432534

Phone
3213213218

Email
asfads@fasdf.com


Appointment
See Info
Remove?
Appointment Info
Close
Customer
asfd asfd

Property
fasd, fd, Alabama, Canada, 345454

Phone
6546546444

Email
fasdfa@fasdf.com


Event
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Event Info
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Vacation




Appointment
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Appointment Info
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Customer
asfd asfd

Property
fasd, fd, Alabama, Canada, 345454

Phone
6546546444

Email
fasdfa@fasdf.com


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Vacation




UNIQUE CUSTOMERS
IN THE PAST MONTH
87
RECURRING CUSTOMERS
IN THE PAST MONTH
23
ONLINE BOOKINGS
IN THE PAST MONTH
21
Sales
$35,000
$30,000
$25,000
$20,000
$15,000
$10,000
$5,000
$0
Jan/20
Feb/20
Mar/20
Apr/20
May/20
Jun/20
Jul/20
Aug/20
Sept/20
Oct/20
Nov/20
Dec/20
Website Features
All the features that you need to generate online sales and build your brand.

Booking Form
Allow customers to customize their service, view pricing, and book only the time slots that are available as per your calendar.
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Online Checkout
Customers can complete their bookings by paying with a payment card or by indicating their preferred method of payment (eg. Cash). Payment card processing fees are $0.30 and 2.9% per successful transaction. Powered by Stripe.
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Quote Requests
Configure the booking form to collect information on desired work, including photographs, so that you can quickly quote the customer.
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Mobile-friendly
Your website will look beautiful on devices of all sizes, including tablets and phones.
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Real-time Availability
Your booking form will provide customers with accurate availability based on the size of the job that they've selected in combination with your teams' schedules.
Built for Accessibility
Your website comes with design and functionality that allows those with physical and cognative impairments to navigate and interact with its content. All sites come with an accessibility widget.
Targeted Homepages
A unique version of your homepage will automatically be created for each community that you serve.
Templates
Switch between templates with 2 clicks. Regardless of which template you choose, your website will always be pixel-perfect.
Mailing List
Capture visitors' email addresses via a form on your website so that you can send them news, promotions, and other communication related to your business.
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Website Integration
Already have a website and want to start selling online? You can quickly and easily configure a Blue Sail Agency-powered booking form and client portal and link it to your existing website.
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Security
All communications on your website will be encrypted with a 2048-bit SSL Certificate.
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Instant Chat
Chat with the visitors on your website with a free tool provided by tawk.to.
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Contact Form
Give site visitors the ability to communicate with you directly in a way that is fast and easy with a contact form.
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Blog Posts
Update the world on what’s going on with your business and its services with blog posts.
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SEO
Your website will have baked-in search engine optimization, which will maximize the amount of traffic you receive from popular search engines such as Bing and Google.
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Designed for Conversion
Each our templates are designed to be beautiful, functional, and to convert visitors to customers.
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Web Hosting
Lightning-fast web hosting comes as standard with all of our plans.
Interactive Google Maps
Add a Google map to your website so that customers can easily find you.
Online Reviews
Upon the completion of a survey on your website, customers can be asked to leave a review on popular platforms such as Google and Facebook.
Client Portal
Give clients access to their quotes, invoices, and appointments. Optionally, they can make payments, see who is scheduled to their jobs, reschedule appointments, and see job photos.
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Customer Surveys
Gain insight into your customers' opinions by creating, sending, and viewing surveys.
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Custom Domain
Premium Plan
Build brand reputation and credibility with your own domain name (eg. www.mywebsite.com).
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Platform Features
All the functionality that you need to manage your business.

Site Builder
Build your website in minutes with the world's easiest to use site builder. No design knowledge is required and templates come at no additional cost.
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Invoicing
With a few clicks, create an invoice for your customer, charge his or her payment card, and send a copy via email. Alternatively, the invoice can be paid offline by the customer.
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Payment Requests
Send invoice payment requests to your customers. A link provides them with access to a secure form where they can complete their payment.
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Quotes
Create a quote in seconds and then, with the click of a button, send it to your customer for approval.
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Mobile App
Our platform comes with a free mobile app that works great on both Android and Apple devices.
Location Tracking
See the location of your employees in real time when they use our free mobile app. Point-in-time locations are recorded when employees check into and out of jobs and when they complete checklist tasks.
Taxes
Set up taxes for the various areas that you serve. Advanced configuration allows you to set the tax status of each of your goods and services.
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Coupons
Create coupon codes that customers can use on your online booking form and track their use.
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Scheduling
View employee and team schedules and quickly assign jobs to and remove jobs from them with our custom event scheduler.
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Photos
Securely attach photos to quotes and invoices to showcase work to be done and work completed. Photos can be shared with clients via the Client Portal.
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Employees
Setup up to 100 employees, which can then be assigned to your teams.
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Teams
Create up to 100 teams with different weekly schedules.
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Reoccurring Work Orders
For repeat customers, setup a work order just one time. Future work orders and appointments will be created automatically based on the customer's service frequency.
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Smart Auto-Scheduling
Jobs can be automatically scheduled to a team immediately after booking. Customer preference, team ranking, and team availability will determine which team is assigned to the job.
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Support
Our Support team is standing by to help you with any questions that you may have.
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Customer Management
Manage contact information, invoices, appointments, and surveys for your customers.
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Payment Card Vault
Customers' payment cards can be charged with one click. Storage of these cards if facilitated by Stripe and done in a manner that is PCI compliant.
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Abandoned Carts
View abandoned carts including customer contact information, services that were selected, and the page the was abandoned.
Performance Tracking
Track the lifetime and recent quality of each of your employees' work based on feedback received from your customers.
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Properties
Working with a property management company? No problem. Our platform allows you to create multiple properties for a single customer.
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Event Tracking
Over 100 different events related to quotes, appointments, invoices, and scheduling are tracked so that you'll know exactly when quotes were approved, jobs were scheduled, payment requests were seen, and invoices were emailed.
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Employee Portal
Give employees access to their schedule, assigned jobs, team information, work orders, job notes and even allow them to pick up jobs. All access is controlled via employee-level permissions.
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Reporting
Track sales, tips, taxes, and coupon use with built-in reporting functionality.
Interactive Dashboard
Review recent sales, customers, payments, surveys, and upcoming appointments in seconds with our beautiful interactive dashboard.
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Inventory Management
Gain access to real-time on hand inventory, transaction history, alerts, and live pricing.
Chat Application
Easily send messages, photos, and push notifications to staff and teams with our built-in chat application.
Financing Fee Automation
Premium Plan
Interest and late fees are automatically calculated and attached to overdue invoices.
SMS Notifications
Premium Plan
Easily send "on my way" messages and messages indicating that your arrival will be delayed. Reminders of upcoming appointments will be automatically sent to customers. Customer opt-in required.
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Tips
Premium Plan
When you send a request for payment to the customer, the payment form will give them the ability to tip for excellent service.
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2-Way SMS/MMS Messaging
Premium Plan
Send and receive messages and photos to/from customers' phones via 2-way SMS/MMS messaging within our chat app.
Checklists
Checklists are automatically created for your jobs so that you and your staff know exactly what has to be done and what has been done.
Client Portal
Empower your clients with a web portal that is as beautiful as it is functional.

Design
Beautiful design, perfectly responsive, and a great user experience are defining characteristics of the Client Portal.
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Permissions
Allow clients to do as much or as little as you'd like by setting access permissions.
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Authentication
Sign up is easy and security is robust. Your Client Portal will feature the same advanced authentication system that Blue Sail Agency uses.
Contact Information
Clients will be able to update their contact information, billing address, and profile picture.
Properties
Clients can add, edit, and delete properties as well as modify their default property (permission required).
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Notifications
On-page notifications will alert clients to due/overdue invoices, outstanding quotes, and upcoming appointments.
Document Access
Clients will have access to all of their invoices, quotes, and future appointments (permissions required).
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Payments
Clients can update their default payment card, add tips to invoices, and make payments on completed work (permissions required).
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Team Members
Clients can see which of your team members are scheduled to their job, as well as their pictures and phone numbers (permissions required).
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Scheduling
Clients can adjust the scheduled time of their appointment or cancel their appointment if it is no longer needed (permissions required).
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Employee Portal
All the tools that your employees need to deliver world-class service.

Schedule
Employees can view their scheduled work hours as well as specific jobs and events that they've been assigned to.
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Job Information
Employees can see details on job assignments, check in and out of the job, and view a map of its location.
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Team Information
Employees can see who is on their team and, with the appropriate permissions set, each team member's phone number.
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Check Ins & Outs
Employees can check in and out of jobs. Their times can be viewed from within the scheduler.
Blog Posts
Communicate information to employees by writing blog posts, which will appear on the employee portal homepage.
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Work Orders
Your employees can view work orders for jobs that they are assigned to (permission required).
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Self Scheduling
Simplify scheduling by giving some or all employees the ability to schedule themselves to unscheduled jobs (permission required).
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Job Declines
Employees can decline jobs that have been assigned to them (permission required).
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Job Notes
Employees can view notes that have been made on specific jobs as well as write their own notes on these jobs (permission required).
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Profile Updates
Employees can update core information associated with their profile, including name, contact information, and their picture.
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Employee Permissions
Access to information and functions within the employee portal can be controlled at the employee level.
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Checklists
Checklists are automatically created for your jobs so that your staff know exactly what has to be done and what has been done.
'On my Way' Messages
Premium Plan
Before a job, employees can send a text message to the customer that indicates that they are on their way.
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Chat Application
Employees can use our robust chat application to chat with co-workers and customers.
Integrated Services
Blue Sail Agency uses the world's best technologies to help you convert and manage customers.

Process payment card transactions on your website and within your Blue Sail Agency account with the world's most trusted payment processor, Stripe.
Hosting is provided via the world's most reliable and most secure webhost: Amazon Web Services.
Keep your customers informed with automated text message reminders of their upcoming appointments. Powered by Twilio.
Let customers know where you're located and access maps to customer properties with interactive maps by Google Maps.
Understand who's visited your site and how they arrived there with the help of Google Analytics.
Email quotes, invoices, and surveys to your customers with the click of a button thanks to the Google Workspace platform.
Add a free interactive chat widget to your website courtesy of tawk.to.
A Free Plan that Rocks
Your website is always free.

Quoting, invoicing, and other features are free until you hit $1000 in monthly sales.

No credit card required. No strings attached.
Start For Free
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