What does PromptPay Copilot do?
PromptPay Copilot helps businesses track invoices, payment deadlines, documents, reminders, receipts, warranties, and proof for payment follow-up from one workspace.
FAQ
Questions about invoice tracking, payment follow-up, reminders, receipts, warranties, and proof.
PromptPay Copilot is built for businesses that need a clearer way to track unpaid invoices, organize documents, prepare follow-up, and keep proof in one place.
Is PromptPay Copilot accounting software?
No. PromptPay Copilot is focused on invoice tracking, payment follow-up, document proof, reminders, receipts, warranties, and evidence organization. It does not replace accounting, bookkeeping, or tax software.
Who is Starter for?
Starter is suitable for a solo contractor, owner-operator, or very small business that wants one clean place to track invoices, documents, deadlines, and follow-up for one company.
Who is Pro for?
Pro is suitable for an established contractor or business owner with higher invoice volume, more documents, and more payment follow-up work while still operating mainly inside one company workspace.
Who is Business for?
Business is suitable for contractor teams with admin staff, office managers, internal finance support, or a bookkeeper helping with invoice tracking and follow-up. Business is the tier where seats, team roles, and workspace switching belong as those controls roll out.
Who is Enterprise for?
Enterprise is suitable for accountants, agencies, construction groups, parent companies, subsidiaries, and operators managing multiple companies or more complex payment follow-up workflows.
Do Starter and Pro need workspace switching?
Usually no. Starter and Pro are designed around one company workspace. Workspace switching is mainly useful for teams, bookkeepers, accountants, agencies, enterprise users, and multi-company operators.
Are team seats and multi-company workflows available on every plan?
No. Starter and Pro are meant to stay simple. Business and Enterprise are the natural home for team seats, role-based workflows, workspace switching, and multi-company management as those features roll out.
What team roles does PromptPay support?
PromptPay supports owner, admin, member, bookkeeper, and viewer roles on Business and Enterprise plans. Owners and admins manage billing, team access, and organization controls. Bookkeepers can help with invoices, payments, reminders, documents, receipts, and warranty records, but cannot manage billing or team access. Members can help with normal operational work. Viewers have read-only access.
Is PromptPay only for construction?
No. PromptPay is industry-neutral. Construction and contractor trades are important use cases, but PromptPay can help many businesses that need better invoice tracking, document proof, and payment follow-up.
Does PromptPay create invoices?
PromptPay can track invoice records and payment status. The main focus is knowing what is owed, what is overdue, what proof exists, and what follow-up should happen next.
What is an evidence packet?
An evidence packet gathers payment-related records such as invoices, documents, change orders, payment history, reminders, notes, and proof connected to a project or payment issue.
Can PromptPay track receipts and warranties?
Yes. Receipts & Warranties helps businesses track purchase proof, supplier details, return windows, warranty expiry dates, serial numbers, and linked receipt documents from the same proof workspace.
What are reminders used for?
Reminders help businesses keep track of invoice due dates, overdue follow-up, missing documents, and the next action needed before contacting a customer.
Does PromptPay give legal, tax, accounting, or collection advice?
No. PromptPay organizes business records and payment proof. It does not provide legal, tax, accounting, financial, or collection advice.
Does the billing page charge cards today?
No. Billing is visible for plan review and usage visibility. Plan activation is currently handled through PromptPay support and Helcim. No card is charged from the billing page yet.
Which billing provider will PromptPay use?
The active billing direction is Helcim. Live customer payment setup, subscription activation, and webhook-driven plan updates still need to be completed.
How do I contact support?
For support, onboarding, account access, billing setup questions, or production issue review, email support@promptpays.org.
Ready to organize payment follow-up?
Start by tracking invoices, due dates, documents, reminders, receipts, warranties, and proof from one workspace.