How Blue Ridge Exteriors cut overdue invoices by more than half

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 Blue Ridge, overdue invoices were piling up and following up on them took hours every month.

Blue Ridge sends reminders by email, text and voicemail from one place, on a set schedule, so every overdue invoice gets followed up.

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.

• 71% fewer overdue invoices.
• 15 hours saved each month on collection tasks.
• 78% more early payments.

Eric Johnson, Owner of Blue Ridge Exteriors, tracks the results this way:

• 71% decrease in overdue invoices
• 15+ hours saved every month on collection tasks
• 78% boost in early payments

• 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.