Operator follow-up

Water maintenance reports, invoices and payment reminder workflows

Connect water-system repairs to their costs, and review customer payment status before drafting a reminder.

Maintenance reportsInvoicesPayment reminders

How it works

What you can expect

The WaterPesa operator preview demonstrates maintenance reports, sample work completion and draft-to-approved-to-paid invoice records. Payment reminders are separate drafts against customer balances. Neither a local invoice status nor a reminder draft is evidence of a real payment or delivered message.

Outcomes

Why this matters

01

Trace each cost

Create a sample invoice against a maintenance report instead of an unexplained expense.

02

Avoid premature follow-up

Review pending payments and disputes before reminding a customer to pay.

03

Keep the next action clear

Separate work completion, restoration verification, invoice approval and payment evidence.

Capabilities

What the workflow includes

01

Report and follow up

Record an issue, asset and priority, start sample work, then record the work done and remaining concerns.

02

Invoice states

A draft must be approved before sample payment can be recorded. It is not a tax invoice.

03

Reminder review

Eligible sample balances produce a draft with the unit, amount and help wording; duplicate drafts are blocked for the same Nairobi calendar day.

04

Production path

Signed-in team jobs and property registers remain separate from the local preview. Organization-scoped invoice and delivery services are future integration work.

Your next step

FAQ

Frequently asked questions

Can these invoices be used as tax documents?

No. The preview creates sample cost records only. It does not issue compliant tax invoices or prove settlement.

Are SMS or WhatsApp reminders sent?

No external message is sent by the preview. Provider integration, recipient review and consent are required for live delivery.

Can I record payments received elsewhere?

The signed-in property register supports manually declared external payment records. Such records are distinct from provider-verified payments.

Keep exploring

Related WaterPesa pages