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Grow the business. Let operations keep up.
Start with a free workflow assessment and a tailored demo.
Get a free assessmentStart with a free workflow assessment and a tailored demo.
Get a free assessmentDescribe a screen and get an app on your live data. Months of custom development, done in a day.
An app that shows receivables by customer and drafts reminder emails for the ones I select
I found receivables, customers, and employees in your company tables. Three quick questions.
After how many days is a balance overdue?
When should the overdue summary arrive?A short email with overdue customers and amounts.
Whose name should reminders go out under?
I’ll build it to show only what needs attention. Customers past the limit rise to the top, and you can draft emails for the ones you pick.
“Receivables” is ready. It runs on your live company data and comes with an app agent.
Overdue after 45 days, oldest first
| Customer | Rep | Balance | Age | |
|---|---|---|---|---|
| Green Farm | Dana Miller | $13,640 | Overdue62d | |
| Bluebell Market | Dana Miller | $1,026 | Overdue55d | |
| Summit Trading | Sam Turner | $2,950 | Overdue47d | |
| Swift Freight | Chris Walker | $7,310 | 38d | |
| Harbor Foods | Sam Turner | $4,620 | 12d |
Build it and change it just by asking. Every app runs on your live company data.
Pick a template and say how your company does it differently. You get screens that work the way your team does.
Map part numbers on customer POs (PDF or Excel) to your items and draft sales orders.
Line up customer delivery calls against stock, production, and inspection on one screen.
Create quotes and work orders in batches and track what has been issued.
Follow each customer from order to shipment, invoice, and payment.
Summarize sales by channel and customer in the same format every week.
Finds items below safety stock and builds a purchase order for each supplier.
Every app you build lands in your team’s app list right away.
Browse the app galleryUpload a customer’s reply and promised dates fill in on their own. On Monday morning, the overdue summary is in your inbox.
Here are the customers’ replies. Update the promised payment dates.
Payment_promises.xlsxRead the sheet: 5 rows
Found the customers in Collection plan
Summit Trading’s promised date was filled in from their reply email.
Apps read and write orders, stock, and receivables directly. No exporting to spreadsheets and uploading again.
5 customers, oldest first
| Customer | Balance | Age | Status | Remind | |
|---|---|---|---|---|---|
| Green FarmDana Miller | $13,640 | 62d | Long overdue | ||
| Bluebell MarketDana Miller | $1,026 | 55d | Overdue | ||
| Summit TradingSam Turner | $2,950 | 47d | Overdue | ||
| Swift FreightChris Walker | $7,310 | 38d | Current | ||
| Harbor FoodsSam Turner | $4,620 | 12d | Current |
Every product runs on the same company data. We’ll work out where to start during your consultation.