Free trades operator worksheet

Know when to remind, when to pause, and when a human should take over.

Use five facts about one overdue invoice to choose a bounded next step. This is an operating worksheet—not collection, legal, accounting, or financial advice.

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Is any exception active?

Simple stop rules

Automation should stop when context matters more than cadence.

Remind

The invoice is simply overdue, the work is accepted, and no exception is active.

Pause

A payment promise or hardship conversation needs time and a documented human decision.

Human review

A dispute, repeated failed reminders, or legal/insurance issue makes another automatic message risky.