We recommend that you follow the following 4 steps when you start using the application for the first time:
Step 1: Create an account by selecting “sign up” and entering your details.
Step 2: Once you use your email and password for signing in, please follow the wizard to configure your email settings (for detailed instruction please refer to our documentation here). You will be able to use this email to send collection email from that account.
Tip: personally, I use my work email (Tracy@troveworks.com) to sign up into the app (step 1) but I use a collection inbox for step 2 as I want all the emails to be sent from Collection@troveworks.com.
Step 3: Configure communication templates. these are the body of the emails that will be sent on your behalf. I created some templates of 3 emails (one to be sent few days before due date; one after 30 days past due and the last one after 45 days) but feel free to create your own emails.
Step 4: This is the last step before you can start with the application: configure workflows. TW will send email reminders based on a schedule that is defined in the workflow. for instance if you use our first workflow template; it will send the first email 5 days before the invoice is due; the second email on the day it is due and the last email 10 days after the invoice is due. but you can make any schedule you want.
Tip: We recommend that you create more than one workflow. I personally use 2 workflows: one for my small accounts where I start reminding them early of past due invoices and put the account on hold after 30 days past due. For our strategic accounts, we just send 2 reminders: one on the due date; the second email 30 days past due and then we call them.
now click on finish and let’s start using Troveworks!