01
Follow-up & payments
Get paid without chasing
A heating and cooling contractor with 12 to 14 overdue invoices.
What helps
- Overdue invoice check
- Account context
- Follow-up draft
- Reply handling
- Outcome check
What happens
- 01Invoice 1048 detected at 38 days overdue ($4,860).
- 02Payment history and prior communication are brought together.
- 03A factual reminder is prepared for review.
- 04Owner reviews and approves the communication.
- 05The customer responds, and the reply is sorted by what happened.
- 06Payment, promise, dispute, or silence is recorded and checked.
Verified outcome
12 of 14 overdue invoices followed up within 2 weeks. 50% scenario collection rate. Zero unapproved commitments.