Invoice Chase Bot
Connects to invoice status and payment links so accounts work does not sit in someone’s memory.
Automation
The follow-up nobody has time for, done on time
Quotes that never got chased. Invoices sitting overdue. Reviews never asked for. Job Tracer runs that follow-up from real job status, so it happens every time, politely, and on the record.
Quote follow-upQuote 3 days old · nudge scheduled 9:00am
QueuedInvoice reminderDay 7 overdue · polite nudge delivered
SentReview requestWaiting for payment to land first
WaitingRebooking reminderCustomer replied · sequence paused
PausedThe suite
Nine automations, one job record
Quote Follow-Up
Keeps quote follow-up tied to the job pipeline and sales owner.
Review Requests
Triggers after completion or payment so reputation work follows real job status.
Missed Call Text-Back
Creates a lead from missed calls and keeps the conversation attached.
Document Chaser
Tracks missing permits, approvals, forms, certificates, and client files.
Deposit Collector
Adds deposit status to the job so scheduling and finance see the same thing.
Photo Report Builder
Builds client-ready reports from before and after job images.
Profile Monitor
Shows reputation and profile changes as operating signals, not vanity stats.
Rebooking Reminder
Uses job history and service due dates to bring customers back.
How it behaves
Automation your customers won't hate
Automated follow-up only works if it stays polite, accurate, and accountable. These rules are built in.
Triggered by job state
Follow-up starts from quote age, job completion, missing documents, invoice status, or service due date, not from someone remembering.
Respectful by default
Quiet hours keep messages inside sensible sending times, sequences pause the moment a customer replies, and opt-outs are honoured automatically.
Attached to the record
Every message, request, report, and reminder belongs to the customer and job timeline, so anyone can see exactly what was sent and when.
Under your control
Pause, resume, and approval controls per automation. A visible queue and an audit log for sent, failed, and scheduled messages. No mystery counters.
Turn on one automation this week
Most teams start with invoice chasing or quote follow-up and see the difference within the first month.