Frequently Asked Questions

What is Dash?

It's like having a billing department that never sleeps, complains, or steals your lunch. We help you manage overdue accounts without the stress.

What types of accounts can Dash manage?

Dash can manage both business-to-business (B2B) and business-to-consumer (B2C) accounts. It's flexible enough to handle various account types and billing scenarios.

How do I add accounts to Dash?

You can add accounts manually or via bulk import using a spreadsheet (CSV or Excel). For seamless integration, we also offer an open API.

Can I create custom queues for my internal teams?

Yes. Dash allows you to create fully customizable queues tailored to your internal workflows. You can assign accounts based on specific criteria, ensuring the right teams handle the right tasks efficiently.

What types of reports are available?

Dash provides a comprehensive suite of reports, including payment statistics, communication metrics (open rates, delivery rates), account activity, and custom reports tailored to your needs.

Can I customize the communication templates (email and texts)?

Yes. You have complete control over the content and scheduling of email and text messages. Our customer success team can assist you in creating effective communication strategies.

Can I add custom fields to track specific data?

Yes. You can add custom fields to track any relevant data points for your accounts, enhancing the system's flexibility to meet your specific requirements.

How are documents managed within the system?

You can upload and attach documents to individual accounts. You can also control whether these documents are visible to your customers through the online portal.

How are payments processed?

Dash integrates with Stripe and other payment gateways. You can also manually record any payments received outside the system.

What does the customer portal look like? 

The customer portal is designed for mobile-first usability, providing a simple and intuitive interface for viewing account details, payment history, and making payments.

How does Dash handle payment plans?

You can configure Dash to offer payment plans based on the outstanding balance. You have full control over the payment plan options and minimum payment amounts.

Can Dash do invoicing?

Yes. Dash offers a comprehensive solution that includes invoicing, billing, and full accounts receivable management, all within a unified CRM platform.

Is Dash compliant with relevant regulations? 

Yes. Dash is compliant with TCPA (Telephone Consumer Protection Act), HIPAA (Health Insurance Portability and Accountability Act), And PCI DSS (Payment Card Industry Data Security Standard) regulations.

What is the monthly cost of Dash?

Dash offers three pricing tiers: $495/month, $695/month, and $995/month. The higher tiers offer lower transaction fees. Contact us for a customized quote based on your specific needs and volume.

What are the transaction fees?

Transaction fees vary depending on the chosen pricing tier. We can also offer customized pricing based on your specific needs, contact us for more information.

Are there any setup fees or hidden costs?

No. There are no setup fees, onboarding fees, or hidden costs associated with Dash. The pricing is transparent and straightforward.

Are there additional charges for text messages or email?

No. Dash allows for unlimited text messages and emails at no extra cost beyond your chosen monthly plan.

Can I pass on transaction fees to my customers?

Yes. You can configure Dash to charge your customers a convenience fee for using the online payment system. This can help offset your transaction costs.

What are the next steps after I express interest?

We'll schedule a call to discuss your specific needs and demonstrate the software. Following that, we'll guide you through the onboarding process.

How long does the onboarding process take?

Most users receive same-day system access, and onboarding with training is typically completed within one day. More complex setups may take longer, but we work to get you fully operational as quickly as possible.

What kind of support is available after onboarding?

We have a dedicated customer success team that will provide onboarding support and assistance. We also offer email and phone support.

What is the contract term?

Dash is a month-to-month service with no long-term contracts.