Can propane customers sign up for autofill or a budget plan in an app?

By Bill Stomp, Founder/Editor

Yes. Custom Fuel App has a Budget Autofill Agreement form your customers open in the app. You write the terms and set each customer's monthly payment, balance and due date from your dashboard.

How does the Budget Autofill Agreement work?

• You turn the form on or off from the Online Forms page of your web dashboard. When it is off, it does not show in the app.
• You write the title and the agreement text, in your own words. You can bold or color the lines you want read.
• You add one question with the answers a customer can pick from.
• Your company name and your company signature go on the form.
• On each customer's account, you set the monthly payment, the account balance, the due date and any credit balance. That is what the customer sees on their copy.
• The customer finds the form in the app menu. You can also send it to a customer from the dashboard.

Watch it step by step: How Budget Autofill Agreement Works.

Can customers sign the agreement in the app?

Yes, with the Agreement Form. You write your terms, pick the customer by name, account number, email or phone, and send it. The customer gets a notification, opens the form, taps to sign and submits. Your dashboard shows the date it was completed, and you can download the signed copy.

Watch it: How Agreement Form feature works.

What about will-call customers?

The app takes orders from will-call and keep-full customers alike. A will-call customer who is already in the app to order is a good time to show them the budget form. You cannot make anyone switch. You can make it easy to say yes. More on that: what happens when a customer runs out of fuel.

The form is the sign-up. Scheduling the fills stays with your office.

Frequently asked questions

Can propane customers sign up for autofill or a budget plan in an app?

Yes. Custom Fuel App has a Budget Autofill Agreement form your customers open in the app. You write the terms and set each customer's monthly payment, balance and due date from your dashboard.

Can a customer sign the agreement in the app?

Yes. With the Agreement Form, the customer gets a notification, taps to sign and submits. Your dashboard shows the completed date, and you can download the signed copy.

Talk to us: Call 610-228-0887 or book a demo. We will open the budget form in an app that carries your company name.