Automate invoice chasing for tradespeople
You did the job weeks ago. The reminder sequence keeps payment moving while you stay on the tools.
Each invoice follows the ladder you approve: before due, on the due date, overdue, then the agreed escalation route. Every step starts from the current balance and status, so payments, disputes, credits and holds reach the right next action.
Approved reminders on schedule for tradespeople
- 01
Before due: make payment easy
The workflow checks that the invoice is open and delivered, then sends the approved heads-up with the invoice and payment route.
- 02
On the due date: send the approved reminder
A fresh balance and status check confirms the message is due. The reminder then goes out in your approved voice and is recorded against the invoice.
- 03
Overdue: follow the agreed cadence
Open balances receive the next approved message at the interval you set. Payment, dispute, hold, credit or void states move the invoice out of that reminder step.
- 04
Escalation: present the next action
At the agreed threshold, the workflow presents the invoice, correspondence and approved options to the named reviewer. Interest or recovery wording stays behind the sign-off you define.
Hands-off for you. Fully yours and in your control.
You approve every launch
You approve the plan and build before it touches your business, then sign off the launch.
It hands control back when unsure
If it’s unsure, it routes the decision to a person with the context attached.
It frees your team for valuable work
AI handles the busywork; your people handle the judgement and the relationships.
Guides on exactly this
Clear reads on how it works, what it costs, and where to start before you commit to anything.
Every step, on the record.
Every aircraft carries a black box that records the whole flight. It’s what investigators trust. Your Autopilot has one too: every action logged, backed up and reversible. You keep a clear view of every job it handles.
- Every action, loggedEach step the Autopilot takes is written down with a timestamp: a full flight record you can read.
- Backed up before it actsA backup is saved before each change, preserving the previous state of your data.
- Undo anythingA restore point on every step means any action can be rolled back to the saved state.
- 08:59:14Autopilot · engagedsession opened
- 09:41:02invoice #1183 · reminder sentbackup written
- 09:41:57enquiry “Priya K.” · replied + bookedlogged
- 09:42:10Monday report · delivered to 3 inboxeslogged
- 09:43:33duplicate contact · mergedrestore point saved
Questions from tradespeople
Xero, QuickBooks and FreeAgent can be in scope, alongside other accounting tools with suitable access. Tell us your setup and we’ll confirm the exact connection before you approve the build.
Get started
Automation you can track, then trust.
Tell us what you want to automate. You get a free plan and a fixed quote to approve before anything gets built.
Fixed price you approve firstYou own everything we buildPause or cancel anytime