Let RelayLeads chase for you

Here is how RelayLeads chases unpaid invoices and follow ups for you.

1. 1Open Settings, then ConnectionsFrom your dashboard, open Settings, then Connections.
2. 2Open AutomationsOpen Automations.
3. 3Four nudges run on their ownFour automations run on their own: invoice chase, lead follow up, job reminder, and hold expiry.
4. 4Tap ⓘ to see what one doesTap the info button to see what each one does.
5. 5Pick nudges per unpaid invoiceChoose how many times to be nudged about an unpaid invoice.
6. 6SaveSave.

Now unpaid invoices get chased for you.

Questions about this

Do I have to remind customers about an unpaid deposit?

No. You can tap Nudge to Pay yourself, and the clock on the lead shows when RelayLeads will send that nudge for you if you wait.

Watch: Know your next step on every lead · Let RelayLeads chase for you

What does RelayLeads chase automatically?

Four automations run on their own: invoice chase, lead follow up, job reminder, and hold expiry. Open Settings, then Connections, then Automations to see what each one does and to choose how many times a customer is nudged about an unpaid invoice.

Watch: Let RelayLeads chase for you