How it works
Click through the workflow to see how it all fits together.
Today
Revenue overview
See what has been quoted, approved, invoiced and paid, plus the money that still needs action.
Money at risk
£8,420.00
This is the commercial work most likely to stall: quotes waiting for approval, deposits not yet paid and invoice balances that need follow-up.
£2,100.00
Stalled quotes
£1,860.00
Approved not invoiced
£1,200.00
Unpaid deposits
£520.00
Due soon
£2,740.00
Overdue
2.4 days
Average approval time
11 days
Average payment time
68%
Reminder success rate
Action needed
The stages that need a decision or follow-up now.
Northline Works
QS-1085
The client opened the quote twice but has not approved the scope.
Send an approval reminder
Amount at risk
£2,100.00
The live app keeps the reminder, email activity and outcome on the same commercial record.
Copy-ready reminder
Hi Northline Works, following up on Quote QS-1085. The website refresh is ready to approve, and we can confirm the schedule once you are happy with the scope.
Use this as the exact wording for the next follow-up.
Oak & Vale Landscaping
QS-1087
The quote is approved, but materials should not be booked until the deposit arrives.
Send the deposit reminder
Amount at risk
£1,200.00
The live app keeps the reminder, email activity and outcome on the same commercial record.
Copy-ready reminder
Hi Oak & Vale, your quote is approved and ready to move forward. The £1,200 deposit secures the materials and start date. Here is the secure quote page again.
Use this as the exact wording for the next follow-up.
Harbour Cleaning Co
INV-2042
The invoice has been viewed, one reminder was sent and the balance remains unpaid.
Copy payment reminder
Amount at risk
£2,740.00
The live app keeps the reminder, email activity and outcome on the same commercial record.
Copy-ready reminder
Hi Harbour Cleaning, a reminder that Invoice INV-2042 has an outstanding balance of £2,740. Please use the invoice page, or let us know if anything needs checking.
Use this as the exact wording for the next follow-up.