PrivateChief Business Customers: Inbox, Quotes, Invoices and Overdue Reminders
Customers in PrivateChief Business keeps every customer conversation, quote and invoice in one place, and shows what you are owed. The design studio in this walkthrough, Westbrook Interiors, is invented for the demonstration.
Chapters
What Customers covers
- An inbox of customer conversations from email and phone, filtered by what needs a reply, what needs attention, and who is waiting on whom.
- One customer list built from conversations, quotes and invoices, showing leads, customers and outstanding balances.
- Money: the pipeline, what is owed to you, and what is overdue.
- Overdue reminders your Chief drafts for you to read, edit and send, with the invoice PDF and a payment link attached.
- Quotes to send and quotes awaiting a decision, with an optional deposit the customer can pay to accept.
- Quotes and invoices emailed as PDFs from your business's own details, only when you ask.
- Payment links created with your own connected Stripe account, so customers pay you directly. PrivateChief never holds the money or takes a cut.
What the narrator says
0:00Customers in too many places
For a small business, customers live in too many places: the inbox, the phone, the quote you meant to send, the invoice nobody paid. Customers in PrivateChief Business brings them together.
0:15The inbox: email and phone conversations
This is Westbrook Interiors, Laura Ashford's design studio, invented for this demonstration. Poppy, the studio's Chief, answers inquiries by email and phone. Priya Shah asked for a kitchen and dining room quote, and Poppy has drafted one for Laura to review.
0:35One customer list
Customers is one list, built from conversations, quotes and invoices. It shows who is still a lead, how many conversations and quotes each one has, and what they owe.
0:48Money and overdue reminders
Money shows the pipeline, what is owed, and what is overdue. The Morrisons' invoice is two weeks late, so Poppy has drafted a polite reminder. Laura reads it, edits it if she likes, and presses Send. It goes with the invoice and a payment link.
1:09Quotes and deposits
Quotes to send, and quotes waiting for the customer's decision. A quote can ask for a deposit, and when the customer pays it, the quote is accepted and the invoice is raised and settled on its own.
1:23Payment links from your own Stripe account
Payment links come from the studio's own Stripe account, so customers pay the business directly, and PrivateChief never holds the money or takes a cut. Nothing is sent, and no link is created, until Laura asks.
1:39Find out more
Customers. Every conversation, quote and invoice in one place. PrivateChief Business. Find out more at privatechief.com.
