Trades Invoice Reminder Readiness Checklist

Preview-only worksheet. Do not use this as a SaaS launch, payment setup, SMS/email send, customer-data collection, prospect outreach, or pricing approval.

1. Invoice source
- Where are invoices created?
- Who marks them paid?
- How does the owner know payment status is current?

2. Follow-up timing
- When is the first reminder appropriate?
- When should a human review before sending anything?
- What should happen after a promise-to-pay date passes?

3. Message rules
- What tone should reminders use?
- Who approves reminder language?
- Which situations should never be automated?

4. Exceptions
- Disputed job
- Partial payment
- Warranty question
- Unhappy customer
- Missing contact consent

5. Owner dashboard
- Total overdue amount
- Oldest unpaid invoice
- Promised payment dates
- Follow-ups needing human review

Hard stops:
- No Stripe, payment, bank, QuickBooks, Jobber, Housecall Pro, ServiceTitan, or similar account access.
- No SMS/email/phone/customer-message sending.
- No invoice import, customer records, scraping, or prospect outreach.
- No pricing, payment link, paid tool, or SaaS launch.
- No TS Sales changes.