How Apex Roofing Co got paid 58 days faster without chasing by hand

Roofing invoices rarely get paid in one clean step. Homeowners owe a deductible, insurance checks arrive in parts and supplements can hold the final payment for weeks.

At Apex, following up on each of those balances was manual work. When it slipped, payments slipped with it.

The AR Workflow team set Apex up, connected its invoices and turned on reminder sequences, so follow-up started right away.

Every reminder, customer reply and team note now sits on the customer record. Nobody has to guess what was promised or who said what.

Here is the path an overdue roofing invoice takes in AR Workflow:

1. It syncs from QuickBooks Online. Open invoices, customers and payments flow in both directions, so nobody re-keys anything.
2. It goes on a workflow. A timed sequence of emails, texts, ringless voicemails and call tasks starts the day the invoice is assigned.
3. Every reminder carries a payment link. The homeowner sees all their open invoices in one place and can pay by card or ACH, in full or in part.
4. Follow-up adjusts on its own. It pauses when a customer promises to pay and stops the moment the invoice is paid.
5. The payment posts back to QuickBooks. Payments and fees are recorded automatically, so the books stay clean.

• 58 days faster invoice collections.
• 100 hours saved each month on collection tasks.
• Zero missed invoices since using AR Workflow.

• Split the deductible from the insurance balance. They're owed by different people on different timelines, so they need different follow-up.
• Start the sequence the day you invoice. The longer an invoice sits without contact, the harder it is to collect.
• Use more than one channel. Homeowners who ignore email often answer a text or a voicemail.
• Make paying easy. A link that takes card or ACH removes the "I'll mail a check" delay.
• Watch what nobody is chasing. AR Workflow's dashboard shows the open balance with no follow-up on it, so it can't slip.