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Retail · Pay Weekly Carpets

A home visit became a signed, card-activated weekly agreement in one sitting, and a failed payment texted the customer within minutes.

A pay-weekly flooring and blinds retailer needed one system to take a lead, price a job in the customer's home, sign a credit agreement, collect small weekly card payments and chase the ones that failed.

Talk to us about something similarAll case studies
ClientPay Weekly Carpets
SectorRetail
When2016 to 2020, archived
Used byOffice staff, field sales agents, customers in a self-service portal, fitters and debt collectors
Plugs intoAdelante recurring payments, SMS Broadcast, Mailgun, getAddress.io, Google Maps
AINone. This one runs on rules, not models.
What we built

Lead, visit, quote, sign, collect, chase. The whole business in one system.

A website application form with postcode lookup that matched each lead to the covering agent, filed it in the CRM and emailed the agent instantly.
A mobile web app for field agents with today's takings, assigned enquiries with click-to-call, client search and instant carpet, vinyl, blind and payment-plan calculators.
An in-home staged order builder covering contact details, identity questions, room-by-room products and a live quotation that recalculated deposit, weekly amount and final payment.
A two-device signature and card activation flow: the customer opened an emailed link, signed on screen and paid the deposit on the provider's hosted page, so the agent never touched the card.
A self-serve online blinds shop with configurator, credit plan, instant quote, hosted payment, signature and handover to the in-house manufacturing team.
A back-office account view with balance, arrears, an internal credit rating, every transaction, notes and audit history, with around 25 actions hanging off it.
collections

Decline to SMS

A failed payment detected on import texted the customer within minutes and logged the message to the account.

trust

Two-device handoff

The agent built the order on their device; the customer signed and entered card details on their own.

channel

Blinds with no human contact

A complete second sales line from configurator to manufacturing with nobody in between.

How it plugs in

Every gateway transaction mirrored locally, every minute.

A high-water-mark import kept the CRM's balances in step with what the bank actually collected, and queued the affected agreements for a rebuild.

The applicationAdelante recurring paymentsSMS BroadcastMailgungetAddress.ioGoogle Maps
job Transaction import every minute with a since-ticks cursor, queuing an SMS the moment a recurring collection declined
job A plan rebuild worker recalculating schedules and balances for up to 150 agreements per run, behind a lock, with a watchdog for stuck runs
job A daily financial digest to the directors
What changed

Leads landed with the right agent in seconds. A home visit became a signed, card-activated weekly agreement in one sitting. Failed collections triggered a customer text within minutes of the import.

one detail only this project hasDespite the doorstep heritage, no money was ever collected in cash. Every weekly payment was a tokenised recurring card collection.
Something similar?

Collecting small payments from a lot of customers?

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