Invoice follow-up, on autopilot

Every message carries the payment link. The tone firms up a notch at a time, and everything stops the second money lands.

Day 0

Invoice sent on completion

Job marked done, invoice goes out by text and email together while the tech is still in the driveway.

"Thanks for having us out today! Your invoice for the water heater install is here: [pay link]"
Day 3

Light nudge

Friendly check-in for the scrolled-past-it crowd. No pressure, link included.

"Hi Karen, just making sure Tuesday's invoice came through okay. Pay anytime here: [pay link]"
Day 7

Plain reminder

Restates amount, job, and date. Reads like a reminder, not a check-in.

"Reminder: $1,240 for the 8/18 water heater install is still open. Pay here: [pay link]"
Day 14

Final note + human flag

Direct but courteous past-due message. The account is flagged on your dashboard for a personal call.

"Your invoice is now two weeks past due. We'd like to get it settled this week: [pay link]"

Payment lands, sequence stops. Instantly.

The payment webhook kills every scheduled message in seconds. A reminder that arrives after the customer paid costs more trust than three unpaid invoices.

↓   when the customer texts back, the AI sorts it   ↓
Wants a payment plan

"Can I pay half now, half on the 15th?"

Gets a yes and a split-payment link if you allow plans, or a polite handoff to your office if you don't. Your rules, applied every time.

Confused or lost the link

"I thought my husband paid this?"

The invoice is re-sent with a one-line summary of the job and date. Most of these pay within the hour.

Dispute or complaint

"Not paying until someone calls me."

Sequence pauses immediately and the message routes to a person. No automation collects its way through a service complaint.

Guardrails built in from day one

You approve every template

Nothing sends that doesn't sound like your business on its best day. Firm is fine, snippy is not.

Commercial terms respected

Net-30 accounts get a calendar that starts counting at day 30, not day 3.

Good customers, gentler track

Years of on-time history earns a softer cadence. Payment-plan customers are excluded automatically.