Key Results with AR Workflow
Save 10-20 Hours per Week With “Set-It-And-Forget-It” Campaigns
Minimize time spent following up with pre-built follow-up campaigns.
Get Your First Campaign Running In The Next 15 Minutes
Start sending your first payment reminders with just a few clicks.
Instantly Access All Customer Notes & Conversations — In 1 Place
Find the information you need fast and always stay up-to-date on each invoice.
Every Restoration Company Needs A Payment Collection Solution
And 100s are using AR Workflow to get paid faster, without chasing after clients.
Over
$1.2 Billion
In total payments were collected last year using AR Workflow’s 37+ proven email & SMS templates.
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We can easily plan, track, and collect at a faster pace!
Susan Mecham
SERVPRO of Houston
Start Free Trial NowThere’s An Easier Way To Do it.
Here’s How To Save 10-20 Hours per Week With A One-Time Setup
AR Workflow saves your team hours every week following up on invoices and collecting payments with custom “Set-It-And-Forget-It” campaigns.
Step #1
Connect All QuickBooks Invoices in 3 Min
Follow our step-by-step guide to connect with Quickbooks within 3 mins and all your current and future invoices will be automatically added to AR Workflow.
module
In payments collected last year using these pre-built campaigns.
“We’ve imported 167 overdue invoices within minutes of signing up, and we quickly got them paid”
Natalie Hart
Trinity Restoration
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Step #2
Assign Pre-Built Campaigns To Any Invoice
Just select one of the email & SMS campaigns, and we’ll start following up with your clients automatically.
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11 pre-built follow-up campaigns for every restoration scenario
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37+ proven email & SMS templates
$1.2+ Billion
In payments collected last year using these pre-built campaigns.
“We’ve imported 167 overdue invoices within minutes of signing up, and we quickly got them paid”
Natalie Hart
Trinity Restoration
Automated Email & SMS Templates
All follow-ups get personalized to each customer — no manual editing needed.
The Best Fit For Every Customer
Automatically assign customers to the right AR specialist on your team.
Track Invoice Status In Real-Time
Easily stay on top of every payment with automated invoice updates.
Step #3
“Everyday I Log In And It Tells Me Who To Call”
Simply log on daily and get tasks automatically assigned to you.
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Instantly know who you need to follow up with by phone..
module
In payments collected last year using these pre-built campaigns.
“We’ve imported 167 overdue invoices within minutes of signing up, and we quickly got them paid”
Natalie Hart
Trinity Restoration
Get Notified When To Follow Up & With Whom
Our pre-built workflows notify you when it’s the best day to call a customer.
Access All Recordings & Notes In One Place
Store each client’s information in one location, so you can find anything you need quickly.
Call Clients Directly FromAR Workflow
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Unlimited phone & SMS
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We’ll give you a free number when you sign up
Step #4
Get Paid Directly In AR Workflow
Clients can pay their invoices directly through our payment portal.
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Pay zero merchant costs with a convenience fee option.
module
In payments collected last year using these pre-built campaigns.
“We’ve imported 167 overdue invoices within minutes of signing up, and we quickly got them paid”
Natalie Hart
Trinity Restoration
Key Results with AR Workflow
QuickBooks stays up-to-date
automatically
When a payment comes in, AR Workflow instantly updates its status in QuickBooks.
Choose how you want to
get paid
Clients can pay you in full, in installments, or on a subscription.
Customize it with
your branding
Add your company’s logo and brand colors for a personalized feel.
Step #5
View All Your Invoices, Customers, Performance, And More — On 1 Dashboard
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“We finally have real time visibility on all the invoices but most importantly, who’s recovering the most payments so we can reward them accordingly.”
James Thompson
Crispy Clean Restoration
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Here’s What AR Workflow Lets You
Track In Real-Time
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Total Due vs. Collected
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Number of Follow-ups Sent
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Invoice Aging
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Average Payment Speed
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Number of Payments Collected
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Forecasted Payments
And Much More…
FREE SETUP + TRAINING
We’ll Get You Setup in 30 Minutes (Included For Free) - Start Sending Campaigns This Week
Book a free 30-minute training session with our specialist where we’ll review the health of your AR and help you get set up fast with our library of workflows, emails, and SMS templates.
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100s of Restoration Companies Are Using AR Workflow To Get Paid 21 Days Faster
“They helped us customize each workflow to meet our exact needs during the onboarding.”
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Brain Konishi
Green Sands Construction & Restoration
“We boosted our profits by 6.7% during the free trial!”
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Juan Araya
Araya Construction, Inc.
“We collected 22 overdue payments in the first week after signing up.”
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Natalie Hart
Trinity Restoration
You’re 15 Minutes Away From Collecting Payments Faster
Just connect your QuickBooks account and start sending out automated payment reminders immediately.
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Increase profits by 5-10%
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Free 1-on-1 training for your team
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14-day free trial, cancel any time
“I collected $84,350 worth of payments during the free trial!”
Rob Siegler
Disaster Solutions
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No credit card required