Chesapeake Heating & Air

Money Chaser

Stop letting finished work turn into unpaid invoices.

1. The aging board

The system chases the routine 80%. The sensitive 20% stays human — permanently.

Aging board · sorted by days overdue

0–30 31–60 61–90 90+
CustomerAmountDays overdueCadence statusNext actionPayment link
Riverside Property GroupINV-2287PAYMENT PLAN$4,86098Automation paused — human onlyDana — call re: monthly plan—
Bayfront BistroINV-2301$3,10092Escalated to ownerOwner decision: collections or call· todayLink opened
G. ThompsonINV-2314DISPUTED$1,72074Automation paused — human onlyDana — review tech notes—
Harbor View DentalINV-2320$2,45066Firm reminder sentEscalation review· Aug 29Link opened
M. KowalskiINV-2333$89061Follow-up sentFirm reminder — awaiting approval· todayLink sent
Severna Park VetINV-2339$1,80048Follow-up sentFirm reminder· Aug 30Link opened
L. FitzgeraldINV-2342$64044Follow-up sentFirm reminder· Sep 1Link sent
Eastport Marina OfficeINV-2347$2,15039Follow-up sentFollow-up #2· tomorrowLink opened
R. DelgadoINV-2351$41536Escalated to ownerBounced email — call?· today—
Greenbriar HOAINV-2356$5,20031Follow-up sentFollow-up #2· Aug 29Link opened
The Corner BakeryINV-2360$3,10025Follow-up sentFollow-up #2· Aug 31Link sent
J. OkaforINV-2364$1,24022Escalated to ownerPartial-payment offer received· todayLink opened
Bay Ridge CondosINV-2369$2,70018Friendly reminder sentFollow-up· tomorrowLink opened
P. CastilloINV-2373$28514Friendly reminder sentFollow-up· Aug 29Link sent
Annapolis Yacht BasinINV-2378$9,40011Friendly reminder sentFollow-up· Aug 30Link opened
D. NguyenINV-2381$3908Friendly reminder sentFollow-up· Sep 2Link sent
K. OseiINV-2385$1,9505Friendly reminder sentFollow-up· Sep 5Link opened
S. FerreiraINV-2388$3102Friendly reminder sentFollow-up· Sep 8Link sent
B. AhmedINV-2391$5400Friendly reminder sentFollow-up· Sep 10Link sent
R. WhitfieldINV-2394$760due in 3dPre-due reminder scheduledDue-date reminder· Aug 29Link sent
M. AlvarezINV-2397$920due in 5dPre-due reminder scheduledDue-date reminder· Aug 31Link sent
T. BrennanINV-2400$640due in 10dPaid — cadence stopped—Paid via link
Harbor View DentalINV-2403$1,180due in 16dPre-due reminder scheduledDue-date reminder· Sep 9Link sent
L. ParkINV-2406$450due in 21dPaid — cadence stopped—Paid via link
Riverside Property GroupINV-2409PAYMENT PLAN$1,320due in 27dAutomation paused — human onlyDana — include in plan discussion—

2. The approval queue

Anything with judgment in it waits for you.

Approval queue · escalated, not acted on

3 waiting
  • M. Kowalski · $890 · crossed 60 days

    Recommend firmer reminder — approve wording?

  • J. Okafor · $1,240 · replied to reminder

    Offer received: $500 now, rest in 30 days — accept, counter, or take over thread?

    Your call — automation never accepts terms.
  • R. Delgado · $415 · email bounced

    No valid contact — here's the number on file, call?

    (410) 555-0173

Manual chasing replaced

≈4.5 h

per week, in this simulation

Avg days-to-paid

41 → 27

before / after, within the simulation

Total outstanding

$47,320

open invoices on the board

Simulated figures for the fictional company. Reminders make sure every invoice is asked about on time — they do not guarantee collection.

What stays human

Payment plans, disputes, partial-payment offers, and anything on your never-touch list are flagged and left alone — permanently, until a person changes that. Every reminder tier uses wording you approved. STOP and opt-out requests are honored automatically, and paid invoices drop out of the cadence the moment payment lands.