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Reminders go out.So you do not have to.

Friendly reminders by text and email, each naming only what is still missing. The moment your client sends the last item, they stop on their own.

Only what is missing. In plain words.

Each reminder is short, friendly, and written on behalf of your business. It names what your client still owes, and links back to the same request.

Tap what Jamie has sent

Next reminder · Text

Ridgeline Builds

Hi Jamie, it's Marco at Ridgeline Builds. Still need the wall measurements, your cabinet choice and the HOA approval letter. Same link as before: app.collevo.io/r/jamie

Next reminder · Email
RB

Ridgeline Builds

3 things left for your remodel

Hi Jamie, thanks for what you've sent so far. Here's what's still missing:

  • Wall measurements
  • Cabinet choice
  • HOA approval

Add them with the same link: app.collevo.io/r/jamie

Example wording for an example request.

Pick the day they finish. The reminders stop right there.

Example schedule for Jamie R.

Pick a day

Finished Mon, week 2. 3 reminders went out, and 2 were called off.

Last reminder Jamie got: Mon, week 2, by text

“Hi Jamie, it's Marco at Ridgeline Builds. Still need your cabinet choice and the HOA approval letter. Same link as before: app.collevo.io/r/jamie”

Activity log

  1. Mon, week 1

    Request sent to Jamie R., 4 items

  2. Tue, week 1

    Jamie added Kitchen photos

  3. Wed, week 1

    Text reminder sent, naming Wall measurements, Cabinet choice and HOA approval

  4. Thu, week 1

    Jamie added Wall measurements

  5. Fri, week 1

    Email reminder sent, naming Cabinet choice and HOA approval

  6. Mon, week 2

    Text reminder sent, naming Cabinet choice and HOA approval

  7. Mon, week 2

    Jamie added Cabinet choice and HOA approval

  8. Mon, week 2

    Request complete

  • Text and email

    Reminders go out on a schedule by text and email, so they reach clients where they actually read messages.

  • Sounds like a person

    Short, friendly wording on behalf of your business. Each one names what is still missing and points back to the same link.

  • Stops when it is done

    Once every item is in, reminders end on their own. Nobody gets nudged for something they already sent.

  • You can see what went out

    Every reminder is in the activity log for that request, so you know who was nudged and when.

Asked often.Answered once.

  1. Will reminders annoy my clients?

    They are short, polite, and only mention what is still missing. When everything is in, they stop.

  2. Do reminders come from Collevo or from my business?

    They are written on behalf of your business and link back to your request.

  3. Can I see which reminders were sent?

    Yes. Each one appears in the activity log for that request.

Nudged. Never nagged.

Friendly reminders go out by text and email until every item is in, then they stop on their own.

Reminders for Jamie R.

  1. MonLink sentText
  2. WedReminderTextHi Jamie, just need the signed estimate when you get a minute. Same link as before.
  3. FriReminderEmailHi Jamie, two items left: the signed estimate and the permit copy.
  4. SatLast item in. Reminders stopped.

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Then a few quick questions

  1. What you do
  2. What you collect
  3. How much each month

Want to be a design partner? You can apply on the next step.

On it. Friendly reminders by text and email.They stop the moment it is done.