Automations for home services
Payment reminders for home services
If you run a small HVAC business with two techs and an office manager, you've probably seen it: invoices go out days after the job and get paid late. This payment reminder flow takes that job off your plate. A polite reminder sequence for unpaid invoices, with a payment link in every message.
The problems it takes off your list
Invoices go out days after the job and get paid late. Nobody at a small HVAC business with two techs and an office manager signed up for that part of the job, and the payment reminder flow handles it.
What it looks like in practice
Say you run a small HVAC business with two techs and an office manager. An invoice passes its due date in QuickBooks. The customer gets a friendly reminder with a payment link. A week later a firmer note follows. When they pay, the sequence stops and the invoice is marked paid.
How it works for home services
Step by step, this is what the payment reminder flow does with your homeowners.
- An invoice is due or overdue in QuickBooks.
- A polite reminder goes out with a payment link.
- Follow-ups go out on a schedule you choose, getting firmer.
- Payments are matched and the sequence stops.
- You get a weekly list of who still owes what.
Tools it connects to
For home service companies, I usually connect it to QuickBooks and Stripe. It runs on Xero, n8n and Gmail behind the scenes.
Questions from home service companies
Does the payment reminder flow work with QuickBooks?
Often, yes. Before building the payment reminder flow I check your QuickBooks account and plan, because some features depend on API access. If there's a gap for your home services setup, you'll know before you pay anything.
What happens if something breaks?
The payment reminder flow sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
What does the payment reminder flow cost to run each month?
Setup for the payment reminder flow starts at $250 while the launch offer is on, for home service companies and everyone else. Tools like OpenAI, Twilio and n8n hosting usually cost $5 to $30 a month, billed to you directly. I'll tell you the exact number before we start.
Want this for your home services business?
Tell me how your home services business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built