Easier Payment Processing with AGM's Payment Received Workflow Trigger

Managing post-payment tasks can be a hassle for artificial grass installers. With projects ranging from cozy backyards to expansive sports fields, the administrative load post-payment can bog you down. 

AGM’s Payment Received Workflow Trigger seamlessly connects with your systems, ensuring that once payment hits, your workflows kick into gear without lifting a finger.

Instant Payment Automation for Grass Installations

Getting paid is great, right? But the real deal is what happens after that. 

With AGM’s tool, whether your client pays via credit card or a platform like PayPal, the feature plucks the transaction out of thin air and starts the next steps.

It’s like having an invisible assistant take care of all those tiny steps, ensuring no delay between payment and action. 

This is particularly handy for artificial grass jobbers who don’t want to drown in paperwork but want to keep the ball rolling. Specifically:

• No more manual logging: You won’t have to update records yourself. The system automatically logs the payment, saving you from tracking everything by hand.

• Immediate notifications: Your team gets notified instantly when payment is made, so they know exactly when to start the next phase of the project.

• Reduced delays: By automating these processes, there’s no downtime between receiving payment and moving forward with the job, keeping everything on schedule.

This gives you more time to lay grass, instead of laying logs in a payment book.

Customizing Your Payment Workflow for Different Installations

Every project is unique, just like your clients. AGM understands this and allows you to tailor workflows to match what you’re handling, be it someone’s lawn or a large sports field. 

It’s all about making it fit rather than forcing a one-size-fits-all solution.

For example:

• For small residential projects: You can set up workflows that trigger basic tasks, such as confirming the delivery date of materials, sending a thank-you note to the client, and scheduling a site visit for installation.

• For large commercial projects: You can create more detailed workflows that trigger complex steps, like coordinating with multiple teams, securing equipment rentals, and sending regular progress updates to the client.

• Avoid overloading the team: By customizing the workflow, you prevent your team from being overwhelmed with irrelevant tasks, ensuring everyone is focused on what matters most for that specific job.

• Scale with ease: Whether you're handling a small lawn or a massive sports field, AGM lets you create workflows that scale appropriately to the size and complexity of the project, making sure nothing is left out or missed.

Enhance Client Communication Post-Payment

Communication is key, especially in service-based businesses like ours. With AGM, the days of forgetting to send a thank-you note or a project schedule are over.

• Automatic thank-you emails: As soon as a payment is made, the system sends a personalized thank-you email to the client, making them feel appreciated and confirming that their payment was received.

• Clear next steps: The system can also send automatic updates to let clients know when materials will arrive or when installation is scheduled to begin, keeping them in the loop without you needing to manually send updates.

• No missed messages: With automated communication, you can ensure that no important messages slip through the cracks, helping you maintain a professional appearance and keeping clients happy.

• Build trust through transparency: By keeping clients informed and up-to-date, you build trust, which increases client satisfaction and makes them more likely to recommend your services to others.

These perfectly timed messages help keep clients informed, making you look organized and professional.

Learn More!

Discover how AGM software is designed for artificial grass installers, by artificial grass installers. Join our Free Community or Book a demo today.  Got a question Shoot us a message, and one of our team members will get in touch ASAP! 

Need help? Your solution is just a click away! Connect with our live chat now! 🗨