Financed Job Payment Reminder
A done-for-you home services automation built for the Accounts Receivable Specialist, connecting Twilio and Google Sheets so the work below happens on its own.
What this automation does, step by step
For customers who financed a larger job through a third-party lender, this automation syncs directly with the financing provider's payment schedule and sends a friendly reminder text three days before each due date, along with a second reminder on the day itself if payment hasn't posted yet.
Customers get a clear, proactive heads-up instead of finding out about a missed payment only when a late fee or an interest rate change hits their account, and the accounts receivable specialist can see every financed customer's payment status in one dashboard instead of logging into a separate lender portal for each account.
Missed and late payments on financed jobs drop measurably once reminders go out automatically on the lender's actual schedule instead of whenever someone in the office happens to check.
- Wisetack or GreenSky (financing)
- Zapier or Make.com
- Twilio
- Google Sheets (payment status dashboard)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Handled by hand, an accounts receivable specialist spends time each day re-checking the same information across disconnected tools instead of doing higher-value work. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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