Call List
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Notifications
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Priority Call List
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Total Outstanding
$--
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Call Today
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Customers to call
Low Priority
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Can wait
Total Customers
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Active list
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#
Customer
Past Due
Aging
Last Contact
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Deposits
Payment history
Total Deposited (30d)
$--
Payments
--
ACH Payments
--
Check Payments
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Log New Deposit
Recent Deposits
No deposits recorded yet. Click "Check Deposit Emails" above to scan for new deposits.
Updates
Team timeline · activity, notes & system events
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Posting as
You
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Activity Notes
All call actions and notes logged by agents, sorted by day
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Invoices
All invoices across customers
Total Open
$--
-- invoices
Avg Days Outstanding
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Average age
Overdue
--
Past due
Current
--
Not yet due
No invoices found. Sync from QuickBooks or upload a spreadsheet to import invoice data.
EBS Aging
Your aging report — edit, prioritize, and track activity
Total Overdue
$--
All buckets · from invoice date
1-30 Days
$--
from invoice date
31-60 Days
$--
from invoice date
61-90 Days
$--
from invoice date
91-120 Days
$--
from invoice date
120+ Days
$--
from invoice date
Total Billed
$--
Total Invoices
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Customers
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★ Customer Invoice # Days Past Due Billed Due Date Balance Due Agent Notes Client Notes Calls Actions
Accounts Receivable Report
AR aging pulled live from QuickBooks
Total AR
$--
All outstanding
Current
$--
--%
1-30 Days
$--
--%
31-60 Days
$--
--%
61-90 Days
$--
--%
90+ Days
$--
--%
Total Overdue AR
$--
All invoices past due date
A/R Aging Summary
Connect QuickBooks and sync customers to view AR aging report.

Collection Attribution Report

CST / America/Chicago
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Customer Directory
Manage contacts, invoices & balances
Status Customer Contact Phone Email Balance Score Actions
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Exclusions
Customers removed from active call list
No excluded customers. Use "In Legal", "Skip Week", or "DNC" on customer cards to add exclusions.
Do Not Call List
Customer exclusions — mark from the call list or manage here
Customer Reason Added by Date Actions
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Customer Reason Added by Added on Status
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Import Data
Import an aging report to update the database
Import Aging Data (.xlsx / .csv)
Custom aging spreadsheet with Sheet 1 (aging data) and Sheet 2 (contacts).
Drop your .xlsx or .csv file here
or click to browse
Client Settings
Manage clients and their configurations
Current Clients
Click a client to view and edit its details.
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QuickBooks Online
Add New Client
Assigned Users
Users with access to the currently selected client and their roles.
Select a client above to view assigned users.
Phone Logs
Call history with transcripts and AI summaries
Total Calls
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Inbound
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Outbound
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With Transcript
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Date & Time Direction Customer From / To Duration Status Transcript
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Reports
Aging trends and digest history
Aging Summary
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Run Operations
Admin Portal
Manage users, roles, and system settings
All Users
User Username Email Status Role Last Login Actions
Client Access Matrix
Assign roles per client. Changes save automatically.
User
Time User Action Target Details
Database Stats
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Active Sessions
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Change Your Password

Messages

Internal team direct messages

Select a conversation
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Select a conversation
Pick someone on the left to view your direct message thread.
ProBot
Your collections assistant
Hey! I'm ProBot
Here's what I can do for you:

Look things up:
• Search customers & view their details
• "Brief me on [customer]" — full call prep
• "How did we do today?" — daily digest
• Check balances, call history & deposits
• Show the priority call list

Make changes:
• Mark DNC, inactive, in legal, or skipped
• Set priority — "make X top priority"
• Update phone, email, or contact name
• Batch actions — "skip all under $500"
• Record payment promises & track follow-ups

Smart features:
• "Draft a reminder email for [customer]"
• "Who needs escalation?" — flags problem accounts
• "Remember that Sharon handles billing at X"
• "Check on payment promises"

Just type what you need in plain English!
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