About this agent
Ships in the FieldCamp agent marketplace — because chasing invoices in date order means spending your awkwardness budget on the wrong accounts.
Collections fail on strategy before they fail on effort. Date-order chasing treats the $80 invoice from a loyal regular the same as the $4,000 one from the account that's gone quiet — and the twenty minutes of courage the owner has for money conversations gets spent on whichever overdue happened to be on top.
The prioritizer brings portfolio thinking to the pile. Each overdue gets weighed — amount, age, the customer's payment history, relationship value, signals of trouble — and the queue comes back ranked with a recommended move per account: friendly nudge here, firm call there, payment plan for the one that's struggling, statement rollup for the property manager. Your effort lands where it recovers the most.
What it actually does
Trigger: Invoice overdue / daily digest
- 1
Watches the aging
invoice_overdueFires as invoices cross due dates, plus a daily digest pass over the whole pile.
- 2
Reads each account's story
read_payment_historyAlways-pays-late-but-pays differs from gone-quiet — history sets the approach.
- 3
Ranks the queue
rank_prioritiesAmount, age, history, and recovery odds — the chase order, with reasoning.
- 4
Recommends the move per account
recommend_actionChannel, tone, and tactic — nudge, call, plan, or rollup — account by account.
What you get
An overdue queue ranked by recovery strategy — your collections twenty minutes spent where the money actually is.
A run, as you’d see it
Agent runs land on a timeline — what fired, what the agent found, and the action waiting for a human. This is that screen.
Daily collections digest
9 overdue · $11,240 total
Details
Top priority
INV-2041 · $4,000 · 31 days
Summary
Chase Summit Property first: $4,000 at 31 days and historically pays on the first call — phone, statement attached. Two regulars get friendly nudges (always pay by day 40). The Hendersons show struggle signals — recommend offering the two-payment plan.
Recommends strategy; the messages and calls stay yours. Pair with messaging agents behind approval gates if you want the nudges automated too.
By trade
Same agent, configured to how your vertical actually works.
Property-manager accounts roll up to one statement-level strategy, not ten per-property nags.
Service-agreement holders get relationship-weighted handling — the plan renewal matters more than the late fee.
Questions, answered
Does it message my customers?
Not this template — it's the strategist, recommending who, how, and what to say; you or a paired messaging agent does the sending. Shops that want the full loop run both with approval gates on outbound.
What signals feed the ranking?
Amount, days overdue, the account's payment history, open work and relationship value, and trouble signals like broken promises-to-pay. Each recommendation shows its reasoning.
How is this different from automatic payment reminders?
Reminders are a metronome; this is judgment. The regular who always pays by day 40 doesn't need day-30 escalation, and the gone-quiet big account needs a call, not a fourth email. Strategy first, then cadence.