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Features
Using the Follow-Up System
November 5, 2025
Never miss a payment with AutoHisaab's automated follow-up system. Learn how to configure and use follow-ups effectively.
Understanding Follow-ups
Follow-ups are automatic reminders created for:
- Upcoming installment due dates
- Overdue payments
- Missed payments
Follow-up Types
- Pending: Upcoming payments
- Missed: Overdue payments
- Done: Completed follow-ups
Configuration
Customize your follow-up system:
- Notification timing
- Message templates
- Follow-up frequency
- Auto-reschedule options
Managing Follow-ups
- View all follow-ups in one place
- Filter by status
- Mark as done after contact
- Reschedule if needed
- Add notes about conversations
Message Templates
Create customizable message templates with variables:
- Customer name
- Vehicle details
- Payment amount
- Due date
Best Practices
- Review follow-ups daily
- Personalize messages when contacting
- Keep notes of conversations
- Update follow-up status promptly