Automated Follow-ups
The chasing that makes you money, done on a schedule instead of when you remember.
The follow-up is where the money is, and it's the first thing to get dropped.
A quote you never heard back on, an invoice two weeks overdue, a customer who'd leave a review if anyone asked. Each is worth real money and each takes two minutes — but they're never urgent, so they never happen.
From start to done.
You set the rules
How often an overdue invoice is chased, and how long before a quiet quote comes back to you.
It watches the dates
Galaxera tracks which invoices passed their due date and which jobs are coming up.
It follows up
Invoice chases and booking reminders go to the customer by email and text, in your business's wording.
It stops on its own
Once an invoice is paid or a quote is accepted, the chasing ends immediately.
Built to do the whole job.
Overdue invoices chased
Reminders go out on the days you choose, by email, text, or both.
Quiet quotes come back to you
A quote that's gone unanswered lands on your Today list instead of being forgotten.
Booking reminders
Customers get a heads-up before you arrive, so you stop knocking on empty houses.
Review requests after the job
Ask for a Google review while the work is still fresh.
Your wording, not ours
Set the message once and it goes out sounding like you.
Stops the moment it is resolved
Paid or accepted, and the chasing ends immediately.
Opt-outs respected
Anyone who opts out is excluded from every automated message.
Runs without you
It happens on schedule whether or not you remember.
The full list.
Chasing an overdue invoice
- A chase ladder starts when you send the invoice
- Seven, fourteen and thirty days by default — set your own
- Goes out by email and text, in your wording
- Chase one manually and the next scheduled chase steps aside
- Re-sending the invoice rebuilds the ladder instead of doubling it
- Marking it paid cancels every chase still to come
- Reconciling the payment in Xero cancels them too
Before you turn up
- Customers get a reminder ahead of a booked job
- Rescheduling the job rebuilds the reminders around the new time
- Cancelling or completing the job cancels them
Asking for the review
- Runs the day after a job is completed, not the minute it ends
- Asks for a Google review while the work is still fresh
- Send automatically, or have Galaxera ask you first
- Never asks the same customer twice for the same job
Quotes you sent and heard nothing about
- A reminder ladder starts when the quote goes out
- Each one appears on your Today list on the day it is due
- Re-sending the quote resets it
- Accepting or declining clears what's left
Rules that keep you out of trouble
- Anyone who opts out of messages stops receiving them
- Opt-outs are honoured separately for email and text
- Every message goes from your business number, not a shared one
- Nothing sends twice if a run is interrupted part-way
Automated Follow-ups, start to finish.
Decide the rules. Then stop thinking about it.
Choose how many days after sending, how often to repeat, and which channels to use — for invoices and for bookings.
- Multiple reminders on your own schedule
- Email, SMS, or both per step
- Separate rules for invoices and jobs
The awkward phone call, made for you.
Overdue invoices get chased politely and on time. The moment you mark one paid, its reminders stop.
- Chases on your schedule
- Stops instantly on payment
- Nobody nagged after paying
Automatic, but never careless.
Follow-ups respect opt-outs, and stop the moment the thing they were chasing is resolved.
- Opt-outs honoured everywhere
- Cancels on accept or payment
- Wording you control
Why it's worth it.
Money arrives sooner
Overdue invoices get chased on schedule rather than when you get around to it.
Quotes don't die quietly
A quiet quote comes back to your Today list instead of being forgotten.
More reviews
Finished jobs can trigger a review request while the work is still fresh.
- Follow-ups run on rules you set, and stop the moment the quote is accepted or the invoice is paid.
- Customers who opt out of messages stop receiving them.
- Quote follow-ups come back to you as reminders — Galaxera doesn't message the customer about a quote on your behalf. Invoice chases, booking reminders and review requests are the ones that reach the customer.
- Galaxera can't tell whether a customer opened your quote or invoice. Follow-ups run on the dates, not on read receipts.
Before you ask.
Will it keep chasing someone who's already paid?
No. Marking an invoice paid cancels the remaining reminders straight away, so a customer never gets chased for money they've sent.
Can customers opt out?
Yes. Anyone who opts out of messages is excluded from follow-ups, and that preference is respected across every automated message Galaxera sends.