Deposit reminder
Published 2026-09-01
You closed the chat. The job is still booked. The deposit is still not in. You said you would send the reminder after you got back. You did not.
The leftover is the same every weekday. You hunt who booked and never paid. You rewrite the note. You send it, or you mean to. The board still looks like they paid.
Your agents can take that leftover. They find missing deposits. They draft the reminder. They send it, or they hold it for you. They mark the row. They come back tomorrow.
After the chat
Someone booked. You sent the number. They said yes. The deposit was supposed to land before you order material, before you hold the day, before the crew shows up. It did not.
You still have to find which jobs are booked with no deposit. You still have to write the reminder. You still have to send it. You still have to mark that you asked, so you do not ask twice, and so you do not pretend the money is in when it is not.
The chat can draft one note if you paste the name. It cannot keep the list. It cannot send the mail. It cannot come back each weekday and do this again.
You keep a mental list in the van. One name is in a text. Another is on a sticky note. A third you only remember when you are already buying the part. By then you are the bank.
If two people follow up, they each send a different note. If no one follows up, the date stays on the board as if the money landed. The client thinks they are on the schedule. You find out they are not when you are already on the way.
That is the leftover.
What your agents do
They keep booked jobs on a board. Each row says whether the deposit came in. If it did not, the row is waiting.
Each weekday a job runs. Your agents read the board. They list who booked and still owes the deposit. They write the reminder from the row: the job, the amount you already wrote down, when they booked. They do not invent a number you never gave them. If the amount is missing, they flag it.
They send the reminder by mail. Or they hold the send until you have read it. After it goes, they mark the row. If the deposit lands later, they mark that too. The next weekday they do not chase someone who already paid.
If a row has been waiting too long, they flag it. You decide whether to hold the date or let it go. They do not cancel the job. They do not pretend the money arrived.
When a new booking lands in mail, your agents add the row. If the deposit is still missing, it is on tomorrow's list. You deal with the ones that need a person. The ones that are in stay marked.
They come back to it every weekday. You look at the board: deposits in, deposits still out, reminders already sent. You do not rebuild the list from memory after you close the chat.
The next person on your team opens the same row. They do not ask you who still owes.
Files, mail, a board, a job that runs
The booked jobs live on a board. The weekday pass is a job that runs. The reminder goes by mail. If you want the note on the job, they keep it in the files.
The rest of the team opens the same board. You do not forward a chat to prove the deposit never landed. If you are still on a job, someone else can see who still owes.
Hand it off
Copy this:
Set up Deposit reminder on Sails. Check for missing deposits and follow up on anything that has not come in. Use Records, Mail, Jobs. Ask me anything you need before you start.