Client chasing from your own email address
From Your Practice on your own domain
To dan@thursbyjoinery.co.uk
4 things we need for Thursby Joinery Ltd
Hi Dan,
We've been through the books for Thursby Joinery Ltd and there are 4 things we need from you:
- Receipt: Travis Perkins, £412.80 on 20 September
- Receipt: Shell, £48.50 on 3 October
- Invoice: Lantern Signs, £540.00 on 12 September
- Business Current statement, July to September
Upload them
No login needed. A photo from your phone is fine.
Thanks,
Your Practice
Your address, your name, your inbox
Add a few DNS records to your domain once. We show you exactly what to add and can email the instructions to whoever looks after your website.
Emails are signed with your domain's DKIM key, so they land in the inbox, and carry your logo and colours. Replies come straight back to you.
Your Practice
Sent from your own domain
A rhythm for each client
A roundup a week or a month, or a reminder every few days. You choose the days and hours it sends, how long to wait before asking and when to stop, for the practice or any client.
- How
- Monthly roundup, on the 1st
- Nudges
- 6 and 9 days after
- Sends
- Mon to Fri, 8am to 6pm
- First ask
- Once a transaction is 7 days old
- Stops
- After 4 emails, then worth a call
See every email before it goes
The schedule shows every email still to go out, by day and time, assuming nobody replies. Send a client's email now, or turn chasing off for them.
Today
- 14:15Mardle & Co LandscapesFirst email · 7 items
Tomorrow
- 08:00Kittle Street DeliReminder 1 · 2 items
- 08:00Wyke Cycle WorksFirst email · 3 items
Tuesday 21 October
- 08:00Thursby Joinery LtdReminder 2 · 2 items
Assumes nobody replies. Anything uploaded drops off, and emails stop once everything's in.
Knows when to stop
Chasing stops as soon as everything's in. If an item has been in the most emails you allow, Chivvy stops asking and tells you it's worth a call.
- Thursby Joinery Ltd3 of 5 in1 to checkTwice, last TuesdayTue 21 Oct, 08:00Reminder 2
- Mardle & Co Landscapes0 of 7 inNot yetToday, 14:15First email
- Kittle Street Deli4 of 6 inOnce, 6 days agoTomorrow, 08:00Reminder 1
- Pardoe Consulting3 of 3 inOnceEverything's in
When emails go out
The rules every chase follows. You set them once for the practice and change them for any client.
Roundups or rolling
A roundup is one email a week or a month, on the day you pick, listing everything outstanding, with follow-up nudges if you want them. Rolling sends soon after you approve, then a reminder every few days. Set it for the practice, and change it for any client.
Within your hours
Emails only go out on the days and at the times you choose, never in the evening.
Give clients a chance first
A receipt or bill is only asked for once the transaction is a few days old, because clients often upload them to Xero themselves. Statements are asked for straight away.
Never too many
A client never gets two emails in the same day, and nudges never land on top of another email. Items approved between roundups wait for the next one rather than starting a new email.
Knows when to stop
Each email lists only what's still missing, after a fresh look at Xero. Once an item has been in the most emails you allow, Chivvy stops asking about it and flags it as worth a call. Everything else carries on.
You can always step in
The schedule shows every email still to go out, by day and time. Send a client's email now, or turn chasing off for them, at any time.
Questions
Do the emails come from me?
Yes. You choose the address on your own domain, and add a few DNS records to your domain once. We show you exactly what to add and can email the instructions to whoever looks after your website. Emails are signed as your domain, so they land in inboxes, and replies come straight back to you.
Can I see what it's going to send, and when?
Yes. Nothing is chased until you approve it. The Chasing page shows every client's progress and the Schedule shows every email still to go out, with the day and time, assuming nobody replies. You can send a client's email straight away or turn chasing off for them.
How often does it chase?
You choose per client: one roundup a week or a month listing everything outstanding, or a rolling rhythm where each item is asked about on its own schedule. You set the days and times it sends, how long to wait before asking and when to stop. After the most emails you allow for an item, Chivvy stops and tells you it's worth a call.
More of what Chivvy does
Stop chasing receipts by hand
Founding practices lock in a pre-launch price of £40 a month. The offer closes soon, and it takes one call to set up.