Construction
Change order clerk
Turns extra work your crew flags into a priced change order, gets it signed and bills it.
Common
For contractors and builders
Late payment chaser
Finds overdue invoices in QuickBooks and sends a polite reminder for each once you say yes.
- QuickBooks
- Gmail
A replay with a made-up business and made-up data, so you can see each step.
How he does it
5 steps, the same way every time, and one place where he asks you first.
- StartsEvery Monday at 8:00
- 1Pull overdue invoices from QuickBooksQuickBooks
- 2Draft a polite reminder for each with the job name
- 3Ask you first before sending the remindersHe asks you first
- 4Send them from QuickBooksQuickBooks
- 5Text you who paid and who still owes
- What you getEvery overdue invoice followed up on, and one list of who owes you what and how late.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
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Review manager
Asks every client for a Google review when a job closes out and answers each review in your voice.
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Sub schedule confirmer
Sends each sub their dates for next week from your schedule and tells you who hasn't confirmed.
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Project photo poster
Turns your best CompanyCam photos into before-and-after posts for Instagram, Facebook and Google.