Collection efforts often get neglected until cash flow gets low, and even when it’s done, it’s time consuming, and documentation rarely makes it into the job file. Chronicle makes the process easier, faster, and more complete in many ways.
Chronicle’s Collections Manager gives each manager or collections person immediate access to receivables without needing to go to anyone from accounting. You can immediately identify past due invoices, and you can filter out date ranges, invoices for an adjuster, and more.
You call each customer on the list; phone numbers are on the screen for each person responsible for payment. All job & contact info is only a click away, and emails to responsible people require just a click.
The adjuster doesn’t have your documents, so you resend them; this takes less than 30 seconds. You can add collection notes directly in the Collections Manager and they immediately become a permanent part of the job’s record.
Chronicle’s financial follow up dates remind you of who needs to be followed up with and when. Highlighted invoices without recent notes in the Collections Manager lets you easily find invoices that have been neglected.