Collections Agent
Get paid without the chase.
Auto-generates invoices the moment a job is complete. Sends escalating payment reminders on a smart schedule. Tracks every dollar so you can focus on the work, not the paperwork.
Capabilities
What the Collections Agent does.
Every feature is purpose-built for trade businesses. No generic chatbots — real workflows that save you time and money.
Auto-invoicing
The moment a job is marked complete, an invoice is generated from the quote, branded with your logo, and sent to the customer.
Smart reminders
Escalating sequence: friendly reminder at 3 days, firmer at 7 days, final notice at 14 days. Tone adjusts automatically.
Payment tracking
Real-time dashboard shows paid, pending, and overdue invoices. Know your cash position at a glance.
Multiple payment methods
Customers can pay via credit card, ACH, or check. Payment links work on any device — one tap to pay.
Overdue escalation
When gentle reminders don't work, the agent escalates with firmer messaging and alerts you for personal follow-up.
Revenue reporting
Track collections by month, customer, and aging bucket. Identify patterns and improve cash flow over time.
In Action
Real-world scenarios.
A panel upgrade job is marked complete at 3 PM. By 3:01 PM, the customer has a professional invoice in their email and SMS.
An invoice is 5 days overdue. The agent sends: 'Hi Lisa, just a friendly reminder about invoice #1007 for $890. Pay securely here →'
After 14 days, the agent alerts you: 'Invoice #1003 is 14 days overdue ($1,200). Customer hasn't opened the last 2 reminders. Recommend personal call.'
The Difference
Before vs. after.
✕Without Sterling
With Sterling
Put your Collections Agent to work.
Start your 14-day free trial. No credit card required. Live in 30 minutes.