Pillar 03 · Back-office & admin
Paperwork handled.
Evenings returned.
The admin work that keeps you at the desk after the trucks are parked: chasing invoices, sending reminders, keeping the books straight. We automate it one job at a time, starting with the one that stings most: getting paid on time.
Invoice and payment follow-up, on autopilot.
55% of B2B invoices go overdue, and chasing them is the most awkward conversation in the trades. The system does the chasing: polite, consistent, and impossible to forget. You just see the money arrive.
Every morning the system checks your invoice sheet. Anything unpaid at the due date, a week over, or two weeks over gets a reminder written to be polite but firm, sent by text and email. The moment an invoice is marked paid, the chasing stops. Every message is logged so you always know who was nudged and when.
Not comfortable with automatic messages to your customers? Start with approvals on: each reminder waits for your OK before it sends, and you hand over control when you're ready.
Invoice Payment Follow Up runs at $79/month, alone or inside the Growth tier. See pricing →
An overdue invoice, followed up automatically until it's paid.
This demo shows exactly what happens on your side: the invoice sitting overdue, the automated reminder going out, and the moment it flips to paid.
Invoicing first. The rest of the desk next.
We build this lane the same way we build everything: one proven system at a time, shaped by what real clients ask for. Here is what's on the board.
Appointment confirmations
Two-way confirm and reschedule texts that cut no-shows before they cost you a truck roll.
Maintenance renewals
Season and equipment-age triggered reminders that keep service plans renewing without a phone campaign.
Job data capture
Field notes and photos flowing into clean office records without anyone retyping them at 9pm.
Need one of these sooner than later? Say so in the audit. Client demand sets the build order.
Tell us what the desk work costs you.
A free 30-minute audit. We find the admin job eating the most hours and tell you exactly what automating it would look like.