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Integration
Invoices, reminders and records kept in step
Invoices, reminders and follow-ups, run inside the tools you already pay for.
- 09:30Reminders sent for tomorrow's 11 appointments, two customers rescheduled by text.
- 14:20Invoice 2291 sent from QuickBooks with a payment link.
- 18:00Three overdue invoices got their second reminder. One was paid within the hour.
What it does
- Creates invoices from completed jobs
- Sends reminders and follow-ups by text and email
- Chases late payments on schedule
- Keeps CRM, calendar and books in sync
- Prepares the weekly numbers
What it plugs into
- QuickBooks, Xero, Wave, FreshBooks
- HubSpot, Zoho, Pipedrive, a spreadsheet
- Google Calendar, Outlook, your booking system
- SMS through your business line
Something else? Most systems with an official connection or an email notification can be wired in. Ask before you assume it cannot.
Guardrails
Set on day one, in writing, before anything goes live.
Rule
Money moves only with your approval
Rule
Every action is logged
Rule
Reminders stop when a customer replies
Rule
Nothing runs on weekends unless you say so
Back office by industry
The same integration, in the words of your trade.
Transportation and logistics
Invoices delivered loads, sends factoring packets, chases detention and unpaid freight.
Clinics and hospitals
Sends reminders, recalls overdue patients, follows up on unpaid statements.
Salons and spas
Sends reminders, fills cancelled slots from the waitlist, follows up after a visit for rebooking.
Auto repair shops
Sends estimates for approval by text, reminders for pickup, service due reminders.
Questions
Short answers. Anything else, ask on the contact page and a person replies in a day.
Ask a questionDo I need new software?
No. It works inside QuickBooks, your calendar and your CRM.
Can it make a mistake with money?
It prepares, you approve. Nothing is sent without your yes unless you allow it for a specific case.
What if a customer replies to a reminder?
The chain stops and the reply lands in your inbox with context.
Your systems stay yours
Nothing to migrate, nothing new to learn. A person is always one step away.
- Week 1: audit
- Weeks 2 and 3: build and test on your cases
- Week 4: live, watched
- Every month: tune