Contacts and follow-ups
One central client book, with automatic follow-ups on quotes and unpaid invoices.
A forgotten quote or an invoice left to drift is revenue sitting idle. Aidifis brings all your clients, private and trade, into one place, with the full history of their quotes and invoices. Follow-ups go out on their own, and you track unpaid invoices straight from the dashboard.
What you get
- A single book for private and trade clients
- Quote and invoice history for every client
- Automatic follow-ups on unsigned quotes
- Manual follow-ups whenever you choose
- Real-time tracking of unpaid invoices on the dashboard
- Automated invoice follow-ups to cut late payments
One client book that keeps everything together
Private customers and trade professionals live in a single book, with no double entry or scattered spreadsheets. For every client, you get the full history of their quotes and invoices at a glance. No more digging to find who signed what and who still owes you money.
Quote follow-ups go out automatically
An unsigned quote is chased up automatically, without you having to remember. You stay in control with manual follow-ups whenever you want to push a warm lead. The result: more quotes turned into jobs and fewer "I'll get back to you" that never land.
Unpaid invoices no longer slip through
The dashboard shows your unpaid invoices in real time, sorted by how long they have been outstanding. Invoice follow-ups fire automatically so you get paid faster. You chase at the right moment, without the hassle of tracking it by hand between jobs.