Stakeholder updates
4 recipients · daily, weekly, monthly, as it happens · WhatsApp or email, the recipient's choice
Who hears what
| Recipient | Channel | When | Contains |
|---|---|---|---|
| Owner or MD | Daily, 18:00 | Paid today, promises, disputes, outstanding, what a person must do tomorrow | |
| Finance manager | Monday, 06:45 | The week: collected, outstanding by age, hand-offs open, bank lines unmatched | |
| Account manager | As it happens | A dispute, an instalment request, an invoice passing 60 days | |
| JuzApps | Monthly, 1st | Every client on the chaser: collected, days-to-pay, replies, hand-offs |
As it arrives
M
Mr Tan Wee Kiat
Owner · Meridian Supplies Pte Ltd
Collections · Thu 8 Oct Paid today: 2 · S$10,734.00 Promises to pay: 2 Disputes: 1 · instalment requests: 1 Outstanding: 12 invoices · S$66,976.30 Tomorrow, Sarah Koh: approve 1 instalment plan, reply to 1 dispute.
Agent ·18:00
Sent 18:00 · numbers from the CRM
What the owner does with it
- Reads it in 20 seconds; no dashboard to open
- Taps a figure to see the invoices behind it
- Sees tomorrow's two decisions before the day starts
- 5 replies today were read and filed before the message went out