Sarah Smith is due for a follow-up
It's been 11 months since her bathroom reno. Bathroom fixtures usually need attention around the 12-month mark — great time to check in.
You're leaving money on switchboard jobs
Your last 4 switchboard quotes averaged $1,680. Market rate in QLD is $2,100–$2,800. That's ~$420 left on the table per job.
Linda Chen hasn't replied to Quote #0044
Sent 3 days ago for $780. Following up now converts ~35% of unanswered quotes. Message is pre-drafted below.
AC season is 3 weeks away
Last year you did 8 AC jobs in March. 5 past clients haven't had a service since last year. Want to send a group reminder?
Jones invoice 7 days overdue
$1,620 outstanding. Due 17 March. Dockett has drafted a polite payment reminder — one tap to send.
Ask Michael Jones for a referral
He paid in full 2 days ago — satisfaction is at its peak. Tradies who ask after payment get 35% more word-of-mouth work.
| Client | Job | Amount | Status | Date | |
|---|---|---|---|---|---|
| Michael Jones | Switchboard upgrade | $3,183 | Paid | 22 Mar | |
| Sarah Smith | Bathroom reno — downlights | $1,518 | Quote sent | 21 Mar | |
| Linda Chen | 10 downlights | $780 | Follow up | 21 Mar | |
| Tom Brown | AC service + check | $320 | Quote sent | 20 Mar | |
| Rachel White | Garden power point | $440 | Overdue | 18 Mar |