Generate chase packs, keep sender details, and review outputs before anything is sent.
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Chase packs produce editable digital letters and calculations. You review every output before it goes anywhere.
The first pack starts from an aged-debtors CSV. Connected inbox and workbook packs stay optional follow-ons.
Upload the CSV, review the digital chase letters, send them yourself, then decide whether the job repeats often enough to keep as a subscription.
No tools are needed for the first chase pack. Add inbox or workbook connections only for optional recurring packs.
Recurring admin packs appear here once saved. One-off chase packs are fulfilled from the upload request.
Connected admin-pack runs appear here. The one-off chase pack is handled through the upload flow.
This rolls up SHVL runs tracked against your account, not a marketing estimate.
The clean path is simple. Upload the debtor CSV, get digital chase letters back, review them, then decide whether this should repeat.
Keep one place to review pack activity, connected admin-pack runs, and whether the outputs are good enough to repeat.
Start with late-payment chasing. Keep Xero import, document chase, and weekly reporting as optional follow-ons only when the work repeats.
Chase packs are digital outputs for review. Connected packs are optional. The rest of the product should not make the first job feel heavier than it is.
Every surface on the dashboard should reinforce the same model, so users understand exactly what SHVL will and will not do.
The chase pack should create digital letter drafts the user can review, amend, and send themselves.
Users can add sender name, trading style, payment details, and signature wording when they want the output to match their business.
SHVL prepares files. It does not post letters, email debtors, or act on a live mailbox unless a separate connected pack is explicitly set up later.