Smart Follow-ups 🔔
Your dashboard now opens on what needs your attention today, and creates payment and quote follow-ups for you automatically.
Staying on top of every client, quote, and payment used to mean holding it all in your head. Not anymore. Your dashboard now opens on a clear to-do list of exactly what needs a decision today — and TravelBuilderPro quietly creates the follow-up reminders that fill it, so nothing slips through the cracks.
Your day, the moment you log in 📋
A to-do, not a dashboard
- The dashboard now opens on a focused list of what actually needs you: overdue tasks, payments to chase, quotes going cold, and brand-new enquiries.
- Everything is grouped by urgency — overdue first, then today, then the week ahead — with the most valuable items surfaced at the top.
- New enquiries from your website appear here too, so a fresh lead never waits in a tab you forgot to open.
One list for the whole team
- Tasks created by any teammate now show up for everyone, so your agency works from one shared source of truth instead of a dozen private lists.
Follow-ups that write themselves 🔔
Never miss a payment or a deadline
- An instalment coming due, a trip departing in a week, a quote left untouched for seven days — TravelBuilderPro now spots these automatically and adds a reminder to your list.
- Outstanding balances on trips without a payment schedule are chased too, with the exact amount owed shown right on the reminder.
Money you might have missed
- Pending instalments now appear across your calendar and agenda in their own colour, so upcoming payments are visible days before they fall due — not buried in a report.
Why This Matters
Every quote that goes cold and every balance left unchased is revenue quietly walking out the door. By turning your trip activity into a living to-do list — and creating the reminders for you — TravelBuilderPro makes sure the follow-up always happens, even on your busiest weeks. You spend less time remembering, and more time closing.
