ProValet Updates Its Software Platform

ProValet's product enhancements were designed to help pool service, lawn care, home watch, and other field service companies operate more profitably, improve customer retention, and accelerate growth. 

The latest updates further strengthen its platform by streamlining scheduling, invoicing, payments, technician workflows, and customer communication. The new enhancements reflect its mission to deliver a single  intelligent operating system built specifically for service businesses that rely on recurring routes and predictable revenue. 

Key ProValet enhancements:

Smarter Payments and Faster Collections

• The encrypted payment portal and Homeowner App allows customers to securely save credit cards and ACH bank accounts, making future payments faster, safer, and easier.
• Autopay now supports both cards and ACH bank accounts, reducing missed payments and manual collection efforts.
• Partial and down payments are now supported end to end, with remaining balances clearly displayed.
• Statement balances can be paid with one click, simplifying collections and improving cash flow.

Cleaner Billing and Better Accounting

• If convenience fees are employed by a company, they now appear only at checkout and no longer clutter invoices.
• Improved QuickBooks Online sync ensures ACH payments post correctly after settlement.
• Convenience fees sync as separate line items, helping owners maintain cleaner books and easier reconciliation.

Subscription and Scheduling Automation

• Subscription workflows now offer easier route and frequency editing.
• Immediate draft invoice creation for current billing periods.
• Improved arrears billing functionality.
• Bulk actions such as create, pause, and cancel subscriptions now process in the background, saving office staff valuable time.

Stronger Customer Management Tools

• Automated past-due reminder emails help accelerate collections.
• New professional invoice email templates enhance communication and branding.
• Customer lifetime value calculations.
• Office teams can now create jobs, start subscriptions, or reset passwords directly from the customer list.
• New filters and more accurate invoice counts improve office efficiency.
• When enabled by the company, technicians can now tap-to-call customer phone numbers directly from the app.

Operational Workflow Improvements

• Draft invoices can now be merged.
• Original invoice amounts and balances due are more clearly displayed
• Accepted estimates can be converted into invoices at any stage.
• Route views now remove canceled jobs from date selectors, creating cleaner schedules and less confusion.