It should be easy, right? A customer requests that you do a job. You do the job. You invoice the customer. You get paid...on-time.
Unfortunately, that’s often not the way it works. We know that many trade businesses spend way too much time chasing customers for payment which can really impact cash flow. It's a lot of time wasted that could be spent doing better things.
That’s why we have automated payment reminders, to help Tradify customers get paid faster.
“With the Tradify reminders, there has been a phenomenal improvement in my quote acceptance rates and I’m getting paid faster.”
- Gifford's Electrical, Kidlington, Oxfordshire
1. Do I need to pay extra to get access to this feature?
No. We like to keep our pricing simple with one plan. There are no volume limits on jobs.
2. How does it work?
Enable the payment reminder setting within your Tradify account to send automated payment reminders for any invoice sent out of Tradify. This means no more manual follow-ups. Customise your reminder message to add a personal touch. For example, you might want to include your company values.
Save admin time, get paid faster and let us send automated reminders to your customers:
- 3 days before invoice due date
- On invoice due date
- 3 days after the invoice due date
- 7 days after the invoice due date
To stop receiving payment reminders, customers can confirm they have paid with their invoice link containing a messaging space to mark the payment. Tradify users can also indicate payment has been made (eg: cash/cheque) in their account, themselves.
Interested in automated emails? Learn more about email marketing.
3. See the bigger picture
Use payment reminders together with our new X-Ray vision feature which allows you to track when your customers receive, view and take action on your quotes and invoices.
Check out this video to learn how to switch payment reminders ON.
Even before the work is done, Tradify helps assure your customers that you'll be on-site, on time.
4. Communicate through SMS with Automated Text Reminders
Our Automated Text Reminder feature reminds your customers of upcoming job appointments. Let Tradify do the work for you with fixed SMS reminders when scheduling appointments. You'll give your customers peace of mind without any added work on your end.
Note: SMS job reminders are only available to paid customers in New Zealand, Australia and the United Kingdom. This feature is not available on Tradify Partner accounts.
How much do Automatic Text Reminders cost?
The price per text will be displayed in the text reminders section. You'll be charged for each text successfully sent.
5. Not yet a Tradify customer?
6. Access our free Charge-Out Rate Calculator & Guide
Unsure what to be charging per hour? Use our Charge-Out Rate Calculator to help you establish your optimal charge out rate.