For restoration, roofing and trade contractors who invoice out of QuickBooks Online
Your first chase is running in 15 minutes, without a new hire, a collection agency or leaving QuickBooks.
Our AI writes each message for the person who owes you. It sends them on your schedule with a link to pay, and keeps going until the invoice is paid. Bring one overdue invoice. We'll show you the email, text and voicemail our AI would send to chase it.
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“AR Workflow reduced our payment delays from 45 to 25 days.”
“Blue Ridge slashed overdue invoices by more than half all while saving 15 hours a month, just by using AR Workflow.”
“Overdue invoices dropped by almost 75%. Best of all, the invoices are collected automatically!”
The job is done. Your crew and your suppliers have all been paid. The invoice left QuickBooks weeks ago, and the only one still waiting for money is you.
Your office manager is supposed to chase the open invoices. She also runs payroll, answers the phones and orders materials. Collections gets Tuesday and Thursday, until something comes up on Tuesday and Thursday. So the big balances get a phone call, and everything else sits.
The adjuster needs one more document. The homeowner is holding the insurance check. The general contractor says the owner hasn't paid them yet. Each of them has more files than they can handle, and they deal with the ones that keep showing up.
Your aging report is accurate to the cent. It can't tell you when a customer was last contacted, what was said, or whether anyone called at all. An invoice at 70 days is often one nobody has touched since it went out.
The problem was never your customers or your QuickBooks. It's that nobody's job is to chase every invoice, from the day it goes out until the day it's paid.
AR Workflow runs on one idea every contractor already knows: the squeaky wheel gets paid first. Every payer on every invoice hears from you every few days, with the right paperwork attached, until the invoice is paid.
Your customers, open invoices and balances come across, and nothing in your books changes. You see every open invoice in one list: how old it is, what's been done about it and which accounts need attention first. Then, with an onboarding specialist, you decide who gets chased, in what tone, how often and for how long.
Our AI writes every message from the facts of that invoice and that job. It attaches the invoice, a statement and the documents the payer asks for, and adds a link to pay by card or bank transfer. When two people have to act on one invoice, each is chased in their own words: an adjuster and a homeowner, or a general contractor's project manager and payables desk. A different message goes out every few days until the invoice is paid or you stop it.
“Invoice 1042 is overdue. Please pay at your earliest convenience.”
“Hi Rob, the invoice for claim HL-20418 is attached, with the certificate of completion and the work authorization. Is anything missing on your side before it can be approved?”
“Hi Priya, your new roof is complete and the final invoice is attached. If your insurance check has arrived, you can pay the balance from your phone with this link.”
“Hello Tallbridge team, our pay application for the Maple Street project is attached, with the signed lien waiver. Is anything missing on your side before this month's cutoff?”
Replies by email and text land in one inbox with an answer already drafted. Someone on your team reads it, edits it and sends it. Disputes, payment promises and anything unclear stay with your people. When the payer pays, the invoice is marked paid, QuickBooks is updated and every message on it stops.
Within 3 weeks, our customers cut their overdue invoices by 65% on average.
“It was like flipping a switch. The automation started working for us immediately, and we gained back hours we didn't even know we were losing.”
Juan ArayaOwner, SERVPRO of NE San Diego
We connect your QuickBooks Online and your first chase is running in 15 minutes. A specialist then works through the rest with you, until your payer contacts and documents are in and your messages sound like you.
Insurance adjusters, homeowners, mortgage companies, property managers and a general contractor's payables desk. Each sequence is written in your company's voice.
You see what will be said in your name, starting with your 10 oldest invoices. You can hold or stop any chase whenever you want.
How old each one is, what's been sent, who has engaged and which accounts need a person first.
Your customer pays by card or bank transfer from their phone, and the payment is posted to QuickBooks for you.
Every reply lands in one place with an answer drafted. Your team reads it, edits it and sends it.
Before you pay anything, bring one overdue invoice to the demo. We'll show you the email, the text and the voicemail our AI would send to chase it, who each one goes to, and what your customer sees when they tap the payment link.
You see one of your own overdue invoices chased on screen.
QuickBooks Online is connected and your first chase is running.
A specialist sets up your payer contacts, documents and tone with you, starting with your 10 oldest invoices.
Every open invoice is in a chase, and new ones are added as they're created.
The five companies in these stories were waiting on insurance payers and chasing invoices by hand before our software took over the chasing.
Flood Rescue is a 26-person water and fire restoration company with a two-person AR team. Some invoices had gone unpaid for over 100 days, and overdue invoices were tracked in spreadsheets and email, so some were overlooked. They were up and running in under a week. 45 days later, payment delays were down 72% and the team had 29 hours a week back.
“We're getting paid faster and can now focus on scaling our business instead of chasing payments.”Stephanie Phillips, Owner
Anytime is a 39-person water damage and mold remediation company that works extensively with insurers. Invoices were often 90 days late or more, and the two-person AR team was chasing them from spreadsheets and email. They were set up within a week. Payment delays fell 66%, and invoices more than 94 days overdue fell 79% in the first 60 days.
“We've shortened payment delays significantly, and our cash flow is much more predictable.”Steve Shepherd, CEO
ProRestore has restored water, fire and mold damage for over two decades and employs 78 people. Its AR process ran entirely on spreadsheets, and some invoices had gone unpaid for over 180 days. They were running in less than a day, connected to QuickBooks Online. Three months later the average payment delay was 31 days, and the team had 95 hours a month back.
“We no longer waste time chasing overdue invoices, and our cash flow has become much more predictable.”John Lukens, CEO
With 125 employees and a five-person AR team, SERVPRO of NE San Diego was tracking payments in spreadsheets and chasing each late invoice one at a time. They were running in under five days. Two months later, invoices were being collected 50% faster and manual AR tasks were down 80%.
Keystone is a 35-person water, fire and mold restoration company with a two-person AR team and no central system for its receivables. Setup took less than a week. Sixty days later, overdue payments were down 71%, and 45% of payments were being made online.
“We were constantly behind on payments, and it was affecting our ability to grow.”Britney Keller, Owner
“We've seen a 85% drop in the number of overdue invoices.”
“Within 12 months, the percentage of invoices being charged off as bad debt dropped by more than 90%.”
Jeffrey & Kristi Stokes, SERVPRO of Denton“AR went from over 90 days down to 24 days.”
Samantha Taylor, All Phase Restoration“We eliminated 10 hours of manual activities each week!”
Kristina Norlander, SERVPRO of Bellaire| Chasing by hand | Collection agency | AR Workflow | |
|---|---|---|---|
| When chasing starts | When someone has a spare hour | After the invoice has gone bad | The day the invoice goes out |
| How payers hear from you | One email, then silence | A letter from a third party | Email, text and voicemail, every few days |
| What the message says | The same reminder for everyone | Their wording, not yours | Written for the adjuster, the homeowner or the GC's payables desk |
| What it costs | Hours of your office manager's week | A share of what they collect | From $295 a month, with no share of what you collect |
| When someone's out | The chasing stops | You wait on their schedule | It keeps running |
| If it doesn't work | The invoice keeps aging | The invoice is written off | You cancel, and your books are still in QuickBooks |
Software that connects to your QuickBooks Online and chases your unpaid invoices by email, text and voicemail until they're paid. You set who gets chased, the tone and the schedule. Our AI writes and sends the messages, and your team handles the replies that need a person. It isn't a collection agency, and it doesn't replace QuickBooks.
Plans start at $295 a month, based on how many open invoices you have, and run month to month. We never take a share of what you collect. There's no free trial. You see one of your own invoices chased on the demo, then start with your 10 oldest invoices.
You preview every chase before it starts. You choose the invoices, the contacts, the tone and how often, and you can hold or stop a chase at any time. The chases you set up send on their own, inside those rules. Any one-off reply to a customer is read and sent by someone on your team.
Every message goes out in your company's name, in the tone you set. A homeowner, or a general contractor you want the next job from, can get a gentler message than an account that's 90 days late. A polite, regular message from day one is easier on a relationship than silence followed by a tense call at day 60. Any customer you'd rather handle personally, you leave out.
QuickBooks sends a few emails around the due date, with the same wording for everyone. AR Workflow chases by email, text and voicemail, writes for the person who owes you, catches the reply and keeps going until the invoice is paid. QuickBooks tracks your invoices. AR Workflow chases them.
Chasing doesn't change what an adjuster decides or when an owner releases a draw. It makes sure the adjuster has every document, the homeowner knows what they owe, and the GC's payables desk has your paperwork before the cutoff. Payers deal with the files that keep showing up. If nearly all your work is paid on a fixed program schedule, there's little to chase, and we'll tell you so on the demo.
AR Workflow works from the open invoices in QuickBooks Online. If your invoices reach QuickBooks when they're issued, you're fine. If they only arrive once they're paid, or only some of the time, we won't have what we need to chase them. We check this with you before the demo.
QuickBooks Online is connected and your first chase is running in 15 minutes. Over the next week or two, an onboarding specialist sets up the rest with you. It takes a few hours of your office's time, mostly adding the payer contacts QuickBooks doesn't hold, such as an adjuster or a GC's payables contact.
AR Workflow chases any open invoice in QuickBooks Online, and our AI writes for the type of person who owes you: a homeowner, an adjuster, a property manager or a payables department. Our longest-standing customers are restoration contractors, which is why most of the stories here are theirs. On the demo you see it chase one of your own invoices, to your own payer, before you decide.
You bring one overdue invoice. We show you the email, text and voicemail our AI would send to chase it, the schedule, the payment link and what happens when your customer replies. Then you get a straight read on whether it's a fit for your numbers.
If you're done waiting 60, 90 and 100 days for work you've already finished, let AR Workflow chase every unpaid invoice by email, text and voicemail until it's paid. Our customers get paid 21 days faster on average. Your first chase is running in 15 minutes, and you see it on your own invoice before you pay anything.
Bring one overdue invoice. We'll show you the email, text and voicemail our AI would send to chase it.
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