Quote Chaser
For quotes you sent that nobody answered.
DAY 0Quote sent
DAY 2Friendly follow-up
DAY 5Last note
DAY 9Marked cold
STOPS WHEN: they reply · they book · you say stop
Machines / Part No. 02
Follow-up Agent
Chases the quotes, reviews and invoices you mean to chase but never get round to. Polite, on time, and it stops the moment someone replies.
- JOB
- Chase quotes, reviews and late invoices
- INPUT
- Your job and invoice spreadsheet
- OUTPUT
- Follow-up emails on a schedule, plus a short note to you
- RUNS
- Once every morning, your time
- HUMAN CHECK
- Can't change an amount or make threats. Replies come to you
- STATUS
- IN SERVICE
Timing diagrams
Three chasers in one machine. Use one, two or all three.
Review Getter
For every finished job. Everyone gets the same request: no picking only happy customers.
JOB DONEMarked done in your sheet
NEXT DAYReview request
IF NO REPLYOne reminder
COMPLAINT?Goes to you privately
STOPS WHEN: they reply · after one reminder
Invoice Chaser
For invoices past their due date.
DUE DATEInvoice due
+3 DAYSFriendly reminder
+10 DAYSFirmer reminder
+20 DAYSHanded to you
STOPS WHEN: it's paid · they reply · you say stop
House rules
Built into the machine, not left to the AI's mood.
- 01
It can't change the numbers
The amount owed comes from your sheet. If an AI-written email gets a figure wrong, a safe template goes instead.
- 02
It never threatens
Firm, yes. Rude or legalistic, never. Anything past the last reminder is handed to you.
- 03
It asks everyone for a review
Not just the happy ones, which keeps you inside Google's rules. Complaints come to you privately.
- 04
Any reply stops it
The moment a customer answers, the chasing stops and the reply comes to you.
Test log
Run on Brightline Plumbing, our made-up test business.
| Date | Machine | What we threw at it | What it did | Result |
|---|---|---|---|---|
| 10 Oct | Invoice Chaser | 4 overdue invoices: 9, 16 and 28 days late, plus one where the customer had replied | Friendly reminder, firmer reminder, handed the 28-day one to the owner, left the replied one alone. Owner email: "$9,610 overdue across 4 invoices" | PASS |
| 10 Oct | Invoice Chaser | A customer replies to a reminder with a question | No more reminders to them. Sent to the owner as "needs a human" | PASS |
| 10 Oct | Invoice Chaser | The payment link in the reminder | Still showed a placeholder. Each business sets its own link at setup | NOTE |
| 5 Oct | Review Getter | A complaint in reply to a review request | Owner alerted in 1 minute. Marked "problem". No review asked again | PASS |
| 5 Oct | Review Getter | The review request email | Went out as the backup template, not the AI-written version | FIXING |
| 5 Oct | Review Getter | A job date typed as "2026-10-4" | Was skipped without a word. Now read correctly, and any date it can't read is flagged to the owner | FIXED |
| 28 Sep | Quote Chaser | Quotes nobody replied to | Follow-up on day 2, last note on day 5, marked cold on day 9. Stopped as soon as someone replied | PASS |
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