AI late invoice chaser for home service businesses · James AI
Common

For home service businesses

Late invoice chaser

Reminds customers about unpaid invoices with the pay link, politely, and tells you who paid.

  • Jobber
  • QuickBooks
Hire this James

A replay with a made-up business and made-up data, so you can see each step.

How he does it

6 steps, the same way every time, and one place where he asks you first.

  1. StartsEvery Monday at 8:00
  2. 1Find invoices past due in JobberJobber
  3. 2Check QuickBooks for payments not yet matchedQuickBooks
  4. 3Write a reminder that fits how late each one is
  5. 4Ask you first before sending the remindersHe asks you first
  6. 5Send them from Jobber with the pay linkJobber
  7. 6Text you who paid and who is still late
  8. What you getEvery unpaid invoice reminded in a friendly tone, and a weekly list of who still owes you.

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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