Priority Call List
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Customer
Past Due
Aging
Last Contact
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Performance Dashboard
Call metrics and collection stats
Historical View
Outbound Calls
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Total outbound
Total Calls
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Answer Rate
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Avg Duration
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Completed calls
Customers Contacted
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out of total
Collected
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deposits
Call Breakdown
By Outcome
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By Direction
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Deposit Tracker
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Daily Activity
| Date | Outbound | Answered | Missed | VM Left | Duration |
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Weekly Digest
This Week vs Last Week
Total Outstanding & Aging Trend
Total Outstanding
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Performance History (30 Days)
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Customer Status
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ACH Steering Report
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Priority Breakdown
Uncontacted Customers (7+ days)
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How AI Call Scoring Works
Each call with a transcript is analyzed by Claude AI and scored on five weighted criteria. The overall score is a weighted average (0–100):
Sentiment & Professionalism 25%
Was the agent courteous, calm, and professional? Abusive or hostile language = critical flag and automatic 0.
Compliance 20%
Did the agent avoid misleading statements, properly identify themselves, and treat the customer respectfully?
Payment Guidance & ACH Steering 20%
Did the agent guide toward payment? When a check is mentioned, was ACH suggested? Missing ACH redirect = warning flag.
Call Effectiveness 20%
Clear purpose stated, objections handled, and a concrete outcome reached (payment promise, arrangement, callback).
Voicemail Quality 15%
Professional, brief, and includes a callback number. For live calls, scored on wrap-up quality and next steps.
Excellent (75–100): Strong performance
Needs Work (50–74): Room for improvement
Poor (<50): Requires attention
Critical flags are raised for abusive language. Warning flags are raised when a check is mentioned without suggesting ACH, or when a voicemail is left without a callback number.
How Priority Scoring Works
Each customer receives a score from 0–100 based on five weighted factors:
Balance Owed 0–30 pts
Higher balance = higher priority. $5,000+ earns the maximum 30 points.
Aging Bucket 0–25 pts
Older debt = more urgent. 120+ days past due earns max 25 points.
Days Since Contact 0–20 pts
Longer silence = needs attention. No contact in 14+ days earns max 20 points.
Payment Behavior 0–15 pts
Broken promises, multiple calls with no payment, hard to reach = higher score.
Open Invoices 0–10 pts
5+ invoices earns max 10 points. More invoices = more disorganized payer.
Call Today (38+): High & critical priority customers
This Week (20–37): Medium priority, follow up soon
Low Priority (<20): Can wait
✨ How AI Priority Scoring Works
In addition to the formula-based score above, Claude AI independently reviews each customer's full profile daily at 5:00 AM and produces its own 0–100 priority score with a one-line explanation.
What AI Considers
Balance amount & aging, contact recency & outcomes, payment history patterns, call results (no-answers, voicemails, promises), agent notes, and open invoice count.
Patterns It Catches
Broken promises, repeated no-answers, customers going dark, small consistent deposits (cooperative payers), disputes, and payment arrangements being honored.
How It's Displayed
A sparkle badge with the AI score appears next to the formula score on each customer card. A one-line reason explains why that customer is prioritized. A ⚠ icon shows when AI and formula disagree by 20+ points.
Critical (75–100): Immediate attention
High (50–74): Call today
Medium (25–49): This week
Low (0–24): Low urgency
The AI score runs alongside the formula score — both are shown for comparison. Click the "AI Score" button above to manually trigger scoring, or it runs automatically at 5:00 AM daily.
Deposits
Payment history
Total Deposited (30d)
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Payments
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ACH Payments
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Check Payments
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Log New Deposit
Recent Deposits
No deposits recorded yet. Click "Check Deposit Emails" above to scan for new deposits.
Updates
Team updates, activity notes, and system events
Post an Update
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Activity Notes
All call actions and notes logged by agents, sorted by day
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Invoices
All invoices across customers
EBS Aging
Your aging report — edit, prioritize, and track activity
Accounts Receivable Report
AR aging pulled live from QuickBooks
A/R Aging Summary
Connect QuickBooks and sync customers to view AR aging report.
Customer Directory
Manage contacts, invoices & balances
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Exclusions
Customers removed from active call list
No excluded customers. Use "In Legal", "Skip Week", or "DNC" on customer cards to add exclusions.
Import Data
Import an aging report to update the database
Import Aging Data (.xlsx / .csv)
Custom aging spreadsheet with Sheet 1 (aging data) and Sheet 2 (contacts).
Drop your .xlsx or .csv file here
or click to browse
Client Settings
Manage clients and their configurations
Current Clients
Click a client to view and edit its details.
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Assigned Users
Users with access to the currently selected client and their roles.
Select a client above to view assigned users.
Phone Logs
Call history with transcripts and AI summaries
Total Calls
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Inbound
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Outbound
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With Transcript
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Reports
Aging trends and digest history
Aging Summary
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Run Operations
Admin Portal
Manage users, roles, and system settings
All Users
Client Access Matrix
Assign roles per client. Changes save automatically.
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Database Stats
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Active Sessions
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Messages
Internal team messaging