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Automatic chasers

What's in it for the business

"Has the plumber accepted?", "Did they actually go?", "What did it cost?" — each is a phone call a PM makes several times a week. The chasers make the first call for you, with the tradie's job link in it, and only hand the job back when the reminder doesn't work.

A job sent on Monday isn't accepted by Wednesday. A job booked for Thursday isn't marked done on Friday. A tradie marks a job done without a cost. PMFriend chases all three by itself. There are no rules to build: three fixed cases, each with a sensible delay you can change or switch off.

The three chasers​

ChaserWhen it firesDefault delay
Not acceptedThe job was sent to the tradie and no visit is booked.4 hours for an urgent or emergency job, 48 hours for any other
Not marked doneThe booked visit is over and the job isn't marked done.24 hours after the visit ends
No final costThe job was marked done without a final cost.24 hours after it was marked done, once

How a chase goes​

  1. The tradie is reminded first, by WhatsApp from your agency's number and by e-mail, with a fresh link to their job. On that link they pick a time, decline, mark the job done or add the cost: one tap away.
  2. If the same delay passes again and nothing has happened, you get a notification: "Not accepted yet — 18 Wattle Street, Paddington. Inner West Plumbing hasn't accepted the job sent on Wed 28 Oct. They were reminded on Fri 30 Oct. Call them, or send it to someone else."
  3. If the tradie can't be reached at all (no WhatsApp number connected, no e-mail on file, or neither got through), you hear straight away instead.

The no final cost chaser sends one reminder and stops; you only hear if it couldn't reach the tradie.

Each chase goes out once per job. If the job is sent again (say after a decline) or the visit moves, the clock starts again. A job whose clock started more than two weeks ago isn't chased: it's stuck for another reason, and the Attention inbox already has it.

The notification when a reminder didn't work

The work order shows what went out: Reminded the tradie on 30 Oct (not accepted) · Told you on 1 Nov.

The work order's chase line

A job marked done without a final cost shows Add your final cost on the tradie's job link. They type the amount and save; it appears on the job like any final cost, ready for the owner report and your accounting export. Once a cost is on file, this box is gone.

The tradie's job link: "Add your final cost"

Switch them on, off, or change the delay​

Settings → Automatic chasers (admins). Each chaser has its own switch and delay, in hours (1 to 336, so up to two weeks).

Settings → Automatic chasers

  • New agencies start with all three on, at the defaults above.
  • Agencies that were already on PMFriend before 1 Nov 2026 start with all three off, so no tradie gets reminders they didn't expect. Switch them on when you're ready.
  • In the public sandbox the chasers are off, and when you switch them on there, no message leaves PMFriend.

Good to know​

  • WhatsApp reminders reach a tradie who has written to your number in the last 24 hours; otherwise the e-mail carries it. Every WhatsApp attempt shows in the tradie's message thread on the Contractors page.
  • A reminder never changes the job: only the tradie (or you) moves it on.