AI-Agents for Accounts Receivable Specialists working with ServiceM8
ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
Send Fee Reminders
Send reminders for unpaid school fees and track each result.
Parents get an early fee payment reminder by email, and your school office can see who needs an address or follow-up.
Works with
20 tools
20 tools
Send Customer Balance Report
Email invoice details and customer subtotals before each review.
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
Works with
45 tools
45 tools
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