Financials Module

Lead Nurturing,
Value-Based Invoicing,
& Collection — Automated.

Three automation sequences that keep revenue moving — from the first unanswered quote all the way to collected payment. No manual follow-up. No forgotten invoices. No awkward collection calls.

🎯 Lead captured
→
📧 Auto Follow-Up
→
✅ Job awarded
→
🧾 Invoice generated
→
🔔 Reminder sent
→
💵 Payment collected
1
Lead Auto Follow-Up
AutoNurturing — before the job is even awarded

An automated outreach agent that continuously re-engages leads using personalized messaging sequences triggered by elapsed time since quote delivery. Covers the full workflow from lead database to conversion.

  • Triggers follow-up sequence automatically after quote is delivered
  • Personalizes messages using project type, client name, and quote details
  • Sends via email or SMS on a configurable schedule (Day 3, 7, 14, 30)
  • Stops the sequence automatically when the client responds or awards the job
  • Logs all outreach to the lead record with open and response tracking

Outreach Schedule

Day 3
Friendly check-in — "Just wanted to make sure you received the proposal. Happy to answer any questions."
Day 7
Value reminder — highlights the key scope and timeline advantage of moving forward now.
Day 14
Soft urgency — notes material lead times or scheduling availability may affect the start date.
Day 30
Final reach-out — closes the loop and invites the client to revisit if timing wasn't right.
2
Progress-Based Billing
ValueInvoicer — invoice what you've actually built

Scans completed schedule tasks, calculates percent-complete for each cost line, and generates a draft invoice. Human-in-the-loop: you review and approve before anything goes to the client.

  • Pulls completed task data from the schedule module automatically — no manual entry
  • Maps tasks to cost codes and calculates earned billing per line item
  • Generates a G702/G703-style draft invoice formatted for client submission
  • Flags any line items with disputed quantities or missing documentation
  • Sends for internal approval before releasing to client — you are always in control

Human-in-the-Loop Design

ValueInvoicer never sends an invoice without your review and explicit approval. The draft is yours to edit, adjust, and sign off on — the automation handles the generation, not the judgment call.

3
Payment Reminder Agent
InvoiceCollection — collect without the awkward calls

An automated payment recovery agent that tracks unpaid invoices and sends escalating reminder communications. The tone and content of each message adjusts based on how long the invoice has been outstanding.

Escalation Sequence

Day 1–7
Polite reminder with invoice attached and convenient payment options listed.
Day 8–21
Firm follow-up with payment options and notice of escalation if unpaid.
Day 22+
Formal demand language with reference to contract payment terms and consequences.

Controls & Audit

  • All communications logged to the project record for dispute documentation
  • Human override available at any stage — pause, modify, or escalate manually
  • Per-client escalation rules — adjust tone and timing by client relationship
  • Stops automatically the moment payment is received or a dispute is flagged

You've seen all seven modules

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