The chasing, off your desk.
For plumbing, heating and HVAC shops. Three jobs that usually wait for the owner: following up on quotes, chasing overdue invoices and pulling last week’s numbers.
This page shows them running on a made-up shop, Larkspur Plumbing & Heating. Every message it drafts waits until someone at the shop approves it.
A $2,480 water heater quote goes cold because nobody called back.
Friday afternoon goes to phoning customers who still owe you.
Monday’s numbers cost you Sunday night: jobs, callbacks, who hasn’t paid.
Your techs do the work. The follow-up still ends up with you.
What it does each week
- Monday numbersAt 7 every Monday: revenue, jobs, callbacks and who owes you, in five lines or fewer, plus one thing worth a look. On a quiet week it says nothing.
- Overdue invoicesEvery Tuesday, one reminder drafted per overdue invoice, by email or text. Disputed invoices and anyone reminded in the last week are left out.
- Quotes that sitWeekday mornings, one short follow-up for each quote sent 3 to 14 days ago. A quote already accepted gets nothing, and no quote gets a third.
- Your team approvesEach draft arrives with the record behind it and three choices: approve, edit or discard. There is no approve-all for anything a customer sees.
Before you see a draft, every dollar figure, invoice and quote number in it is checked against your records. One that doesn’t match is dropped.
It reads the record before it writes.
A timer sends the same reminder a set number of days after an invoice goes out. This reads the job, the invoice and what the customer last said, then drafts for that person.
- A customer who paid part of an invoice is thanked, and asked only for the balance.
- A disputed invoice gets no reminder at all.
- A customer of 11 years gets a softer note than a first-time customer.
- A customer asking for a better price gets a normal follow-up, and you’re told about the ask.
- A note that tells the system to mark something paid or skip review is ignored and flagged to you.
- A week where revenue dropped because of refunds says so, instead of reading as a slow week.
Price and terms
Show me the job you’d hand off first.
Bring your quote list or your overdue report. 30 minutes, and you’ll leave knowing what that job costs you now and what it would cost to hand off, whether or not we work together.