Resources/Guides/Money

Money · 7 min read

Quote and invoice follow-up scripts that actually collect

Templates for unpaid quotes and overdue invoices. Put the pay link in the email. Stop sending “just checking in.”

Invoice pay link on a phone next to a finished job

Jobber’s quote follow-up templates are popular because shops freeze at the keyboard. The fix is not poetry. It is a link and a reason. Every follow-up should let them approve or pay without hunting.

Unpaid quote — day 2

Unpaid quote — day 7

Invoice — same day if you left without payment

You should have collected on site. If you did not: pay link, photos on the bill, due upon receipt.

Invoice — day 3 and day 10

Same link every time. Do not write a novel. After that, call. After that, stop work for that customer. Follow-ups in TradeCommands are on by default with the pay link in the email — not a Zapier toy.

What never to send

  • “Just circling back!” with no link.
  • Guilt. You did a job. They owe money. That is not mean.
  • A review ask on an unpaid invoice. Reviews after they pay.
Email or text?

Both if you have permission. Text gets opened. Email has the paper trail. Same link.

How many times?

Two automated, one human, then a decision. Infinite nudges train them to ignore you.

From $29/month · no annual contract

Run the shop. Then market the work you already did.

14-day trial. Pay to book, pay to leave, follow-ups, house file, rate book, While We’re Here, Social Boost.

Month-to-monthCards to your StripeAbout half of Jobber

From $29/month · no annual contract