The challenge
Long insurance payment cycles and a stretched team
Anytime Disaster Recovery specializes in water damage restoration and mold remediation. Working mostly with insurance companies meant long payment cycles and an AR team that was stretched thin.
Invoices were often delayed for months, which made it hard to cover operating costs and plan for growth. Managing AR with spreadsheets and email couldn't keep up.
- Long payment cycles. Insurance work meant waiting, and waiting meant tight cash.
- Spreadsheets and email. Manual tracking took time the team didn't have.
- Falling behind. Overdue invoices piled up faster than the team could follow up.
“Our cash flow was constantly strained due to delayed payments, and the manual process of following up was not sustainable. We needed a more automated and streamlined system.”
Steve Shepherd, CEOWhy they chose AR Workflow
Every overdue invoice gets followed up
Here is what mattered most:
- Automated follow-ups. Email and text reminders went out on their own and customers responded faster.
- A central dashboard. One source of truth for overdue payments and follow-up actions.
- Task automation. Overdue invoices were assigned by priority so none were missed.
- Real-time insights. Live updates on invoice status and payment activity.
Getting set up
Set up with the AR Workflow team
Implementation was completed quickly, and the AR team adapted to the new system fast.
- Automated follow-ups. Email and text reminders made sure no overdue invoice went unaddressed.
- A real-time dashboard. Full view of outstanding invoices and next actions.
- Tasks by invoice age. Follow-up tasks were assigned automatically as invoices aged.

“The AR Workflow implementation was seamless, and we were able to start seeing improvements almost immediately. Our team quickly adjusted, and the automation has been a game-changer.”
Steve Shepherd, CEOWhat changed
Less chasing, steadier cash flow
- Faster payments. Anytime Disaster Recovery got paid sooner once automated follow-ups replaced manual chasing.
- More efficient collections. Automated follow-ups and central tracking made collecting overdue payments easier.
- Fewer overdue invoices. Older overdue invoices dropped as automated follow-ups kept every account moving.


