Customer invoices outstanding
$54,100
▼ $3,240 vs last 7 days
Government grants in progress
$28,450
▲ $7,860 vs last 7 days
Completed installs awaiting review
4
2 overdue
Referrals generated this month
11
▲ 4 vs last month
Grant & Payment Agent
LiveA1 Agent is validating grant documents for JOB-10461
2 documents extracted · 1 matched · checking eligibility
| Job | Customer | Customer portion | Government portion | Grant status | Payment status | Next automated action |
|---|---|---|---|---|---|---|
| JOB-10452 | Sarah Thompson | $9,200 | $3,400 | Documents verified | Sent | Confirm install window today |
| JOB-10461 | Sarah & James Lee | $2,850 | $3,000 | Documents verified | Customer reminder scheduled | Send reminder email in 2 days |
| JOB-10445 | Priya Nair | $2,600 | $3,000 | Awaiting government | Paid | Monitor grant status in 7 days |
| JOB-10438 | David Thompson | $1,750 | $2,300 | Documents verified | Customer reminder scheduled | Send reminder email tomorrow |
| JOB-10422 | Emma Wilson | $3,100 | $3,750 | Lodged | Paid | Reconcile payment in 2 days |
| JOB-10418 | Lisa Anderson | $4,300 | $2,100 | Documents requested | Invoice not sent | Request proof of income |
| JOB-10447 | Michael Chen | $8,600 | $2,900 | Ready to lodge | Awaiting payment | Lodge STC application |
| JOB-10454 | Emma & Luke Patel | $12,400 | $4,200 | Lodged | Partially paid | Request final payment |
| JOB-10417 | Daniel Roberts | $5,200 | $2,800 | Rejected | Sent | Human review required |
| JOB-10460 | James O'Connor | $2,100 | $1,800 | Paid | Paid | Ask for referral in 3 days |
| JOB-10465 | Grace Miller | $6,400 | $1,600 | Documents requested | Invoice not sent | Request deposit |
| JOB-10466 | Mark Stevens | $3,400 | $2,200 | Lodged | Disputed | Human review required |
Review & Referral Agent
LiveSophie & Matt Davis
JOB-10422 · Completed 3 days ago
- Sentiment signalVery positive
- Review request scheduled20 May 2025 at 6:00 PM
- Google review linkView preview
- Follow-up sequence2 of 3 · next in 2 days
Streaming activity
View allGoogle review requested
JOB-10421 · Completed 2 days ago
Payment reminder sent
Invoice INV-11854 · $5,840
Battery grant application lodged
NSW VPP · Ref: BGA-55421
Exceptions — human decision required
Clearly separated from routine automated work
Payment overdue
Action requiredReason: Customer payment 7 days overdue
Next step: Review and respond · JOB-10438
Rejected grant
Action requiredReason: Incomplete proof of ownership — Daniel Roberts
Next step: Review and respond · JOB-10417
Disputed invoice
Action requiredReason: Customer queries system size — Mark Stevens
Next step: Review and respond · JOB-10466