Make Every Action Count

Current data and accessible insights are vital when crafting your collections strategy.
With AR Workflow, both are always instantly available.

Supercharge your AR

Aging Report

With its crisp, user-friendly format, Aging Report turns customer data into actionable insight.

Up-to-the-minute info is neatly sorted into an organized format so that you can hone your AR strategy and accomplish an assortment of important tasks:

See which customers have open balances.
Sort open balances and open invoices by aging periods.
View recent payments.
Assign clients to AR specialists.
Create workflows for one or more customers.
Examine your most recent collections notes.
Create and send individual or group emails.

We’ve seen an 85% drop in the number of invoices over 90 days past due.

Joseph & Danielle McCann

SERVPRO of S. Pasadena / Glendora / San Dimas / Irwindale / Baldwin Park

Strengthen Your Communications

Customer Contact

Excellent communication keeps customers happier and spurs faster payments. Customer Contact offers a consolidated communication history of your team’s interactions with each customer, so you always know what’s happening.

Having a clear understanding of the situation boosts efficiency and paves the way for effective communication with your customers.

Within 12 months, the percentage of invoices being charged off as bad debt dropped by more than 90%.

Jeffrey & Kristi Stokes

SERVPRO of Denton / Central Oklahoma City / Moore

Optimize Your AR Efforts Easily

AR Workflow offers handy features and a treasure trove of useful data.

Keep Track of Customer Information & Interactions

View and edit a customer’s contact and billing information. Review all notes and communications.

Follow Activity Involving a Customer

See all dates, open balances, time past due, and payments promised or made. See or download QuickBooks invoices too.

Phone It In Effectively

Should you make a call? A call record lists dates and times and allows you to log any new calls.

Manage Emails

Review all relevant emails. See what’s been sent, received and viewed.

Handle Payments

View all previous payments or enter in a new one.

Process Promise to Pay Agreements

See all open and completed promise to pay agreements or create new ones.

Team Texts

View all SMS messages, including those sent and received.

Take Charge With To-do Actions

Review all existing To-do Actions and create new ones.

Optimize Your AR Efforts

Review what due, what’s being chased and what’s been paid. If you see that attention is needed, assign an AR specialist to the case.

Discover the Difference AR Workflow Makes to Your Bottom Line

Get Started Today with a Free, No-Obligations Trial.

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