# Client & Invoice Follow-up

**Goal:** Keep money flowing and clients informed without wasting time on non-ready items.

## Priority Matrix

| Status | Action | Frequency |
|--------|--------|-----------|
| Invoice sent, unpaid 3+ days | Follow up | Daily check |
| Repair complete, awaiting pickup | Notify client | Same day |
| Quote sent, no response 2+ days | Follow up once | Then wait |
| Repair in progress | No action needed | Skip |
| Waiting on parts | No action until parts arrive | Skip |

## Daily Workflow

### Morning (10-15 min)
1. Check for unpaid invoices past 3 days
2. Check for completed repairs awaiting pickup
3. Check for unanswered quotes past 2 days
4. Ignore anything in-progress or waiting on parts

### Follow-up Templates

#### Unpaid Invoice (3+ days)
```
Hi [NAME],

Just a quick reminder that invoice #[NUMBER] for $[AMOUNT] 
is ready for payment. Let me know if you have any questions!

[PAYMENT LINK]

Thanks,
Motherboard Repair CA
```

#### Repair Complete - Pickup
```
Hi [NAME],

Great news! Your [DEVICE] repair is complete and ready 
for pickup. We're available [HOURS].

See you soon!
Motherboard Repair CA
```

#### Quote Follow-up (one time only)
```
Hi [NAME],

Following up on the repair quote we sent for your [DEVICE]. 
Happy to answer any questions if you're still considering it.

No pressure either way - just let us know!

Motherboard Repair CA
```

## What NOT to Do
- Don't follow up on quotes more than once
- Don't check on repairs still in progress
- Don't bug clients about parts delays (that's our problem, not theirs)
- Don't send multiple reminders per day

## Escalation
Flag these for immediate attention:
- Invoice unpaid 7+ days
- Client complaint or dispute
- Repair complete but no pickup after 14 days
- Any angry/urgent messages

## Weekly Metrics to Track
- Invoices sent vs paid
- Average time to payment
- Quotes converted to repairs
- Pickup wait times