Free Step-by-Step Guides

Collecting What You're Owed — Guides for Every Situation

Whether you're a landlord, contractor, freelancer, or individual, these guides walk you through how to document your claim, send a professional demand, and generate a court-ready report using SettleBot — step by step.

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9 guides available
Landlords & Property Managers
Tenant Move-Out Damages
Document cleaning and damage charges, generate a PDF demand, and contact the tenant with AI-written outreach backed by numbered photo exhibits.
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Homeowners & Property Owners
Contractor Warranty Claim
Photograph defects, attach the contract and warranty as exhibits, generate a formal demand, and escalate to small claims if the contractor ignores you.
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Freelancers & Small Businesses
Unpaid Invoice Collection
Attach your signed contract and invoice, send a professional demand with a payment deadline, and generate a court-ready report if the client still doesn't pay.
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Homeowners & Property Owners
Property Damage Recovery
Document third-party property damage with photos and repair estimates, send a reimbursement demand, and prepare your claim for small claims court.
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Individuals Owed Money
Personal Loan Recovery
Document the loan with bank transfer records and messages, send a respectful but formal demand, and accept a payment plan or file in small claims.
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Buyers & Consumers
Goods Not Delivered Refund
Document your payment and delivery failure, send a formal refund demand, and use the SettleBot report for a credit card chargeback or small claims filing.
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Healthcare Providers
Patient Balance Collection
Send professional patient balance notices with EOB documentation attached, track payment plan commitments, and maintain HIPAA-conscious communication records.
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Retailers & Service Businesses
Customer Account Collection
Document outstanding account balances, send AI-written follow-up notices, and generate a court-ready report for small claims or a collections referral.
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Anyone Owed Money
General Debt Collection
The universal guide: document the claim, attach evidence, send a professional demand, and generate a court-ready report for any money owed in any situation.
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