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Guide · Promise-to-Pay Follow-ups

What Is Promise-to-Pay Follow-ups? A Complete Field Guide

Promise-to-Pay Follow-ups explained: what a field team checks, what you receive and when businesses in Mumbai use it.

3 min read · By the FieldVisit operations team

Promise-to-Pay Follow-ups

Short answer

What is promise-to-Pay Follow-ups?

Promise-to-Pay Follow-ups is a field service in which a trained team recording repayment commitments and following up on them exactly as instructed. You share the locations and instructions; the team completes the visits, the evidence is reviewed, and you receive one consolidated report. Every collections visit is made only on the client's written authorisation, using the client's approved script and payment channels.

At a glance

What this covers
What the service is and how a visit runs
Division
Collections field support · Follow-ups
Checklist points
5 standard checks
Report outputs
4 deliverables
Coverage
Mumbai, Thane, Navi Mumbai, Panvel
Read time
3 min

What you will learn

  • Promise-to-Pay Follow-ups in simple terms — Recording repayment commitments and following up on them exactly as instructed
  • What the field team checks — 5 points you can lift straight into your own brief
  • What you receive — 4 points you can lift straight into your own brief

Promise-to-Pay Follow-ups in simple terms

Recording repayment commitments and following up on them exactly as instructed. It gives you independent, on-the-ground evidence instead of relying on self-reported updates from outlets, vendors or staff.

In Mumbai and its neighbouring cities, promise-to-Pay Follow-ups is usually run as a batch across many addresses, so route planning, consistent checklists and evidence review matter as much as the visit itself.

What the field team checks

  • Promise amount and date recorded
  • Reminder before due date
  • Visit on the promised date
  • Payment confirmed or broken
  • New commitment captured

What you receive

  • PTP tracker
  • Kept / broken promise report
  • Revised commitments
  • Escalation list

How a visit is run

  1. Addresses are grouped into routes by area and travel time
  2. The field person works through the 5-point checklist on site
  3. The client's approved script is followed and the outcome is recorded as it happened
  4. Every photograph and answer carries the job ID and location ID
  5. A supervisor reviews the submission and queries anything unclear
  6. Visits that could not be completed are marked with a reason for a revisit decision
  7. Completed visits are consolidated into one report

What to share before the visits

  • PTP list
  • Client authorisation letter
  • Approved script

When businesses use it

  • Before paying a vendor, installer or agency
  • After a campaign, installation or launch
  • On a recurring schedule for compliance
  • When an exception or complaint needs independent confirmation

Key takeaways

  • Promise-to-Pay Follow-ups replaces self-reported updates with a visit record: 5 checklist points, photographs and one consolidated report.
  • The checklist runs from promise amount and date recorded to new commitment captured, with evidence recorded against the points that decide the outcome.
  • You receive 4 outputs: PTP tracker, Kept / broken promise report, Revised commitments, Escalation list.
  • Visits are made only on your written authorisation, between 8:00 am and 7:00 pm, using your approved script and payment channels.
  • Visits run across Mumbai City, the Western and Eastern Suburbs, Thane, Navi Mumbai and Panvel, and assignments typically start within one to three working days of a complete brief.

What to do next

If promise-to-Pay Follow-ups looks right for your situation, these are the three things a field team needs from you before the first visit.

01

Scope

Put the location list together

Full addresses with a pin code, and a contact name where you have one. PTP list is the first thing asked for.

02

Checklist

Fix the 5 points you want answered

Start from the list above — promise amount and date recorded — then add or delete points so nothing is left to a field person's interpretation.

03

Evidence

Say what proof you want back

PTP tracker is the standard output. Anything beyond that is easier to agree now than after the first batch.

Before you send it

Starting promise-to-pay follow-ups

Collections visits are made between 8:00 am and 7:00 pm, only on written client authorisation and through your approved channels.

Share a brief and location list

Frequently asked questions

What is promise-to-Pay Follow-ups?

Promise-to-Pay Follow-ups is a field service in which a trained team recording repayment commitments and following up on them exactly as instructed. You share the locations and instructions; the team completes the visits, the evidence is reviewed, and you receive one consolidated report. Every collections visit is made only on the client's written authorisation, using the client's approved script and payment channels.

Which areas do you cover for promise-to-Pay Follow-ups?

Mumbai City, the Western and Eastern Suburbs, Thane, Navi Mumbai and Panvel, with local field teams in each area.

How fast can promise-to-Pay Follow-ups start?

Most assignments start within one to three working days of receiving a complete brief, depending on volume and spread.

What evidence will I receive?

PTP tracker and Kept / broken promise report, matched to a unique job and location ID.

Planning a collections field assignment?

Share the scope — we'll come back with routes, timelines and a clear quote.

Start a collections enquiry
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