Payment Collection Automation

Payment Collection Automation for Trades & Construction

Transform your trades & construction payment collection automation with custom automation built by Harvard-educated experts. Measurable outcomes in 4-8 weeks, backed by 98% client retention.

2 weeks

First prototype

98%

Client retention

50+

Businesses served

150+

Integrations

Book Free Assessment All Trades & Construction Solutions

Expected Outcomes

Measurable results our trades & construction clients achieve with payment collection automation.

12 days faster

Average Days to Payment

Consistent automated reminders and easy payment links reduce the average time from invoice to payment, significantly improving cash flow for the business.

60% reduction

Overdue Invoice Rate

Automated reminders at consistent intervals mean fewer invoices slip past payment terms. Clients receive professional follow-ups that the admin team previously did not have time to send.

10 hours saved weekly

Admin Time on Collections

The admin team stops manually chasing overdue invoices by phone and email, focusing instead on exception management for genuinely problematic accounts.

The Challenge

Common payment collection automation challenges facing trades & construction businesses.

Invoices are generated manually days or weeks after job completion because the admin team is too busy with other tasks, delaying the start of the payment clock.

Overdue invoice follow-up is inconsistent and depends on whether the admin person remembers to check the aged receivables report and make calls.

Progress claims on construction projects require manual compilation of milestone evidence, variations, and supporting documentation before they can be submitted to the builder.

The business owner has no real-time visibility into outstanding receivables and only discovers cash flow problems when the bank balance drops unexpectedly.

Implementation

How we implement payment collection automation for your trades & construction business.

Generate Invoices from Job Completion

When a job is marked complete in your job management system, an invoice is automatically generated with labour, materials, and any approved variations included. Progress claims are generated at milestone completion.

✓ Tools: Make, ServiceM8, Xero

Send and Track Payment Reminders

Invoices are sent via email with a payment link. Automated reminders are sent at 7, 14, and 21 days overdue with escalating tone. SMS reminders are triggered for high-value overdue invoices.

✓ Tools: Make, Xero, Twilio

Escalate Overdue Accounts

Invoices overdue beyond 30 days trigger an escalation workflow notifying the business owner with a recommended action. Repeat offenders are flagged with payment history context.

✓ Tools: Make, Xero, Slack

Reconcile and Report

Weekly reports show outstanding receivables by age, client, and job type. Payment pattern analysis identifies clients who consistently pay late, informing future terms decisions.

✓ Tools: Make, Google Sheets, Google Data Studio

Why Choose Clever Ops

What makes our payment collection automation solution different.

Instant Job-to-Invoice

Invoices are generated automatically when jobs are completed, with all approved labour, materials, and variations included. No more waiting days for admin to process the paperwork.

Consistent Follow-Up

Every overdue invoice receives professional, escalating reminders at defined intervals, ensuring no invoice slips through the cracks regardless of how busy the admin team is.

Progress Claim Automation

Milestone-based progress claims are generated automatically with supporting documentation compiled from the job file, accelerating cash flow on construction projects.

Cash Flow Visibility

Real-time dashboards show outstanding receivables by age, client, and job type, giving the business owner early warning of cash flow issues before they become critical.

Trades & Construction Compliance

Compliant with Safe Work Australia requirements, state WHS legislation, and Building Code of Australia (NCC) documentation standards.

Frequently Asked Questions

We follow a phased approach: discovery in week one, a working payment collection automation prototype by 2 weeks, and full implementation within 4-8 weeks. Your team tests each phase before we move forward.

Every payment collection automation solution is scoped individually for trades & construction businesses. We price based on complexity and integration count, then show you projected savings so you can evaluate ROI before committing. Book a free assessment to get a specific quote.

Our payment collection automation solution for trades & construction integrates with Xero, Stripe, Make, plus over 150+ other platforms. We build custom connectors for any specialist software your business relies on.

Every payment collection automation solution includes 3 months of post-launch support covering bug fixes, performance tuning, and team training. Our 98% client retention rate reflects the reliability and ongoing support our clients receive.

Not at all. We design the payment collection automation solution to slot into your current workflow seamlessly. Your team keeps working the way they know, and it just gets faster and more reliable.