01
Deposits, card on file, and progress payments get collected at the points in the job where the customer expects to pay.
Money collected without the chase
Receivables aging past thirty days is a financing problem the business did not agree to fund.
01What it is
Payment Collection, defined plainly.
02
Reminder sequences escalate in tone and channel, with a human step before anything reaches collections.
03
Financing options present where the ticket size warrants, keeping approvals inside the sales conversation.
02How it runs
From build to daily operation.
Step 01
Set collection points
Deposit, milestone, and final payment terms by job type.
Step 02
Make paying easy
Links by text and email, saved cards, ACH, and partial payments.
Step 03
Escalate reminders
Sequenced nudges with tone that changes as the invoice ages.
Step 04
Report receivables
Aging by customer, job type, and crew with cash forecasting.
03Good fit for
Industries running this system.
- Remodeling
Progress billing tied to phase completion.
- Construction
Schedule of values billing with lien waiver tracking.
- Plumbing
Point of service collection on repair work.
- HVAC
Financing on replacement tickets keeps deals alive.
- Roofing
Insurance proceeds and deductible collection track separately.
- Cleaning
Recurring autopay reduces the monthly chase.
- Property Management
Tenant charges and owner disbursements stay separate.
- Med Spas
Packages and memberships bill on their own cycle.
04Related
Systems that pair with this one.
- SolutionBusiness Process Automation
- SolutionCustomer Portals
- SolutionReporting & Dashboards
- SolutionAutomated Follow-Up
Other pieces that ship on a first build
What a build costs
One-time build. $500 to $10k.
Scope drives the number. Systems, trades, and custom pieces are all listed on the pricing page.
05FAQ
Questions owners ask about this.
Which payment methods?
Card, ACH, and financing partners integrate with the processor already in use.
Is the reminder tone controllable?
Escalation language gets written and approved before anything sends.
Does it sync to accounting?
Payments, fees, and deposits reconcile into QuickBooks or the ledger in use.