Smarter Week

How to automate it

How to automate “chase unpaid invoices”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

45 min
typically, once a week
70%
of the time can be automated
Easy
to set up

Fix 1 of 1

Automation

Take payment on site and let reminders chase the rest

Card or bank payment on the phone at the end of the job, plus automatic reminder texts and emails for anything unpaid, means far fewer chasing calls.

Typically saves about 60% of the time30 min to set up
  1. 1Turn on card payments in your field app and train techs to collect on site.
  2. 2Switch on automatic invoice reminders at 3, 7 and 14 days.
  3. 3Add a payment link to every invoice text.
  4. 4Only phone the accounts still unpaid after the last reminder.

Tools: ServiceTitan, Jobber, Housecall Pro, FieldEdge, Workiz or simPRO · QuickBooks Online reminders

Quick wins

Have you tried…

Do you finish the job sheet and take payment on your phone before leaving the job?
Apps like ServiceTitan, Jobber and Housecall Pro fill in the customer and price-book items for you, take the signature and payment, and send the invoice there and then. No paperwork waiting at night.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Dispatcher / service coordinatorConstruction office admin / project coordinator

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for Dispatchers / service coordinators