Use cases · Debt collection
The desk reminds customers of past-due balances call, text, and email, sends payment links, and answers billing questions.
Where it helps
Same desk, multiple applications.
“Invoice 1842 for $640 is 10 days past due. When can you pay it?”
“Your balance from Thursday's visit is $180.”
“Your premium of $1,240 is 20 days past due. When can you pay it?”
“Your tax invoice has been open 12 days. Should I resend it?”
Duty 01 · Collections
Harbor Electric
Outbound
Give the desk your past-due accounts. It reminds each customer by call, text, or email and sends a payment link.
Accounts come from
Day 1
CallOut
They answer and promise Friday.
Day 1
SMSOut
Payment link and reminder. $640 is still open.
Day 1
EmailOut
Payment link and reminder for invoice 1842.
The collections call
Open line
This is Harbor Electric. Invoice 1842 for $640 is 10 days past due. When can you pay it?
Chris P.
Friday. I have been meaning to send it.
Open line
Got it, Friday. I'll text and email the payment link and a reminder.
Duty 02 · Billing and payments
Harbor Electric
Inbound
When someone calls about a bill, the desk reads the open account and texts your payment link.
The balance comes from
2:04 PM
CallIn
What do I still owe on the panel job?
2:05 PM
CallOut
Invoice 1842 is open. $640.
2:05 PM
SMSOut
Payment link sent.
The billing call
Open line
Harbor Electric, this is the front desk. How can I help?
Chris P.
What do I still owe on the panel?
Open line
Invoice 1842 is open for $640. I'll text you the payment link.
FAQ
The desk stops collections and sends you the thread.
Ready