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.
Expected Outcomes
Measurable results our trades & construction clients achieve with payment collection automation.
Consistent automated reminders and easy payment links reduce the average time from invoice to payment, significantly improving cash flow for the business.
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.
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.
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Frequently Asked Questions
Frequently Asked Questions
Ready to Transform Payment Collection Automation for Your Trades & Construction Business?
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