How it works
Click through the workflow to see how it all fits together.
Money at risk
Recovery queue
Stalled quotes, unpaid deposits and overdue invoices are ranked so the next follow-up is obvious.
Money at risk
Recovery queue
Stalled quotes, unpaid deposits and overdue invoices are ranked so the next follow-up is obvious.
Northline Works
QS-1085
The client opened the quote twice but has not approved the scope.
Send an approval reminder
Amount at risk
£2,100.00
The live app keeps the reminder, sent-email history and outcome on the same commercial record.
Copy-ready reminder
Hi Northline Works, just a quick follow-up on Quote QS-1085. The website refresh is ready to approve, and we can confirm the schedule once you are happy with the scope.
Use this as the exact wording for the next follow-up.
Oak & Vale Landscaping
QS-1087
The quote is approved, but materials should not be booked until the deposit arrives.
Send the deposit link
Amount at risk
£1,200.00
The live app keeps the reminder, sent-email history and outcome on the same commercial record.
Copy-ready reminder
Hi Oak & Vale, your quote is approved and ready to move forward. The £1,200 deposit secures the materials and start date. Here is the payment link again.
Use this as the exact wording for the next follow-up.
Harbour Cleaning Co
INV-2042
The invoice has been viewed, one reminder was sent and the balance remains unpaid.
Copy payment reminder
Amount at risk
£2,740.00
The live app keeps the reminder, sent-email history and outcome on the same commercial record.
Copy-ready reminder
Hi Harbour Cleaning, a quick reminder that Invoice INV-2042 has an outstanding balance of £2,740. Please use the payment link on the invoice, or let us know if anything needs checking.
Use this as the exact wording for the next follow-up.