Find the Money
Estimates nobody answered, invoices past due, customers you have not called in a year. Jetsy finds them in your own numbers and follows up for you.
Three parts, one card on your Business tab
One tap scan
Jetsy reads your own account and lists what is open: proposals never answered, invoices past due, past customers not contacted in a year and, on plans with a phone line, missed calls never returned. The biggest pile is first, and each row opens the real record.
Reopen play
Four polite follow-ups on day 1, 3, 7 and 14 for proposals that went quiet, in English or Spanish. It stops the moment they answer or say stop. You read and approve the first batch.
Scoreboard
Reopened, answered, won: real results from your own account. A job counts only when it was won within 30 days of a Reopen message.
How the follow-ups go out
Four short messages from your business, a different one each time, with no discounts and no pressure. You can change the words.
- Day 1follow-up 1 of 4
- Day 3follow-up 2 of 4
- Day 7follow-up 3 of 4
- Day 14follow-up 4 of 4
Read and approve comes first
The first batch always waits for you. You see every person, where the message goes and the exact words, and you tick who gets one. You also see who was skipped and why.
Texts only with a yes
A customer gets a text only when there is a record that they said yes to texts: they ticked the box on one of your forms, or they told you yes and you marked it. A customer texting your business first does not count. With no yes, Jetsy uses email when you have their address, or tells you to call them. Quote follow-ups and review requests in Jetsy follow the same rule.
Never early, never late, never too many
Messages go out Monday to Saturday, 9am to 8pm, never on Sundays or federal holidays. At most four to one person, never two inside 48 hours, and nothing after 30 days from the day you sent the estimate. There is a daily limit you can lower.
It stops when they answer or say stop
A text back, a call back, a yes or a no ends the follow-ups, and the person goes on your Your move list. Every text says how to stop; STOP ends the follow-ups and Jetsy stops texting that number. Every email carries your business’s mailing address and a link to stop the emails. An email reply lands in your own inbox, so Jetsy asks you before it sends the next email.
Run on its own is your choice
It is off until you turn it on, and only after you approved a first batch. With it on, the follow-up texts that are due go out by themselves; emails after the first still wait for you.
What went out
Every message is on a list: who it went to, when, and the words. If one was held back, the list says why.
Open amounts are not money you’re sure to win.Every plan gets it.Texts go only to customers who said yes to texts.
Questions people ask
What does it scan?
Only your own Jetsy account: the proposals you sent, your invoices, your customers and, on plans with a phone line, your calls. It does not use anyone else’s numbers or any outside list.
Does it text my customers without asking me?
No. You read and approve the first batch: every person and the exact words. It only texts customers who said yes to texts from your business. Sending without a tap is a separate switch called Run on its own, and it stays off until you turn it on.
What if a customer says stop?
The follow-ups to that person end. Every text says how to stop, in English or Spanish, and every email has a link to stop the emails. Jetsy stops texting that number.
Does it cost extra?
No. Find the Money is in every plan. Follow-up texts need a plan with texting (Jetsy 2.0 and up) and a registered business number; without that, the follow-ups go by email.
Is this a promise I’ll make more money?
No. The scan shows open amounts from your own account, not money you’re sure to win. Follow-up does not win every job. The Scoreboard counts only what really happened: who answered, and which jobs you won after a follow-up.
See what is sitting open in your own account.
Find the Money is in every Jetsy plan. 30 days free, no card.
No card for the free trial. 60-day money-back. No contract. Code CRM27 takes 27% off every month you stay.
