Fully integrated with Billing, Contracts, Accounts Receivable, and Service Management, MyAssistant automates several steps of your receivables processes and alerts you to important items, helping you stay on top of your cash position.

• Past due customers or invoices
• Jobs or contracts not billed in X days
• Electronically distribute invoices and tenant statements more...
• Invoices generated X days ago for follow up
• Notify customers and collections of past due invoices
• Outstanding change requests and change orders
• Customers with 120 day balance greater than X% above total balance
• Send customers account statements and collection letters
• Jobs losing lien rights (X days since last labor activity)
• Closed jobs with billed amount not equal to revised contract amount
• Pay when paid--list of open invoices after cash receipt
• Cash receipts in past X days
• Jobs not billed in X days with costs exceeding billings
• Customers over their credit limit or on hold
• Contracts due for billing in the next X days
• Job completion at point of retainage reduction

Dave Wright, Vice President of Hunter-Davisson, uses MyAssistant to monitor receivables balances. “When I’m reviewing a detailed aging, I don’t want to look through a 50 page report to find the significant accounts requiring attention. I now receive an email from MyAssistant showing me the largest accounts past due. This allows me to spend my time where it’s needed most.”
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Click the following links to view the hundreds of construction and real estate prebuilt rules that ship with MyAssistant, allowing you to receive alerts the day it's installed.