“AR Workflow reduced our payment delays from 45 to 25 days. ”
For restoration, roofing and trade contractors who invoice out of QuickBooks Online
We'll help you get paid 21 days faster and give your team 18 hours a week back.
We set up an invoice chasing automation that uses email, SMS and phone until it's paid. It goes live in 15 minutes.
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No new hire
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No collection agency
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No leaving QuickBooks
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Live in 15 minutes
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Bring one overdue invoice
Works with
71%
Fewer overdue invoices
45 → 25
Days to get paid
17 hrs
Saved every week
TRUSTED BY 3,200+ USERS
“Blue Ridge slashed overdue invoices by more than half all while saving 15 hours a month, just by using AR Workflow.”
“Overdue invoices dropped by almost 75%. Best of all, the invoices are collected automatically! ”
THE PROBLEM
3 reasons your finished jobs sit unpaid for 60, 90 and 100 days
The job is done. Your crew and your suppliers have all been paid. The invoice left QuickBooks weeks ago, and the only one still waiting for money is you.
01
Chasing is nobody's actual job
Your office manager is supposed to chase the open invoices. She also:
- Runs payroll
- Answers the phones
- Orders materials
Collections gets Tuesday and Thursday, until something comes up on Tuesday and Thursday.
So the big balances get a phone call, and everything else sits.
02
Every payer has a reason to wait
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The adjuster needs one more document.
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The homeowner is holding the insurance check.
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The general contractor says the owner hasn't paid them yet.
Each of them has more files than they can handle.
They deal with the ones that keep showing up.
03
QuickBooks tells you what you're owed, not who's chasing it
Your aging report is accurate to the cent. It can't tell you:
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When a customer was last contacted
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What was said
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Whether anyone called at all
An invoice at 70 days is often one nobody has touched since it went out.
You've probably tried to fix it by:
Turning on QuickBooks reminders
- A few emails around the due date
- Same wording for every customer
- No text, no voicemail, nothing different for an adjuster, homeowner or GC
The office manager and a spreadsheet
- Accurate for two weeks
- Then the busy season hit and the office got slammed
- Nobody opened it again
Lien notices and collection agencies
- Both start after the invoice has gone bad
- Both cost you money you'd already earned
- They can cost you the customer or the next job
The problem was never your customers or your QuickBooks. It's that nobody's job is to chase every invoice, from the day it goes out until the day it's paid.
HOW IT WORKS
How AR Workflow chases your invoices until they're paid
The squeaky wheel gets paid first. Every payer on every invoice hears from you every few days, with the right paperwork attached, until the invoice is paid.
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1
Connect QuickBooks
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2
AI chases every payer
- 3 Replies in one place. Stops when paid
01
STEP 1 OF 3
You connect QuickBooks Online and set your rules once
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Your customers, open invoices and balances come across. Nothing in your books changes.
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Every open invoice in one list: how old it is, what's been done and which accounts need attention first.
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With an onboarding specialist, you decide who gets chased, in what tone, how often and for how long.
15 minutes
Your first chase is running 15 minutes into setup.
Preview first
You preview every chase, starting with your 10 oldest invoices.
TYPICAL REMINDER
“Invoice 1042 is overdue. Please pay at your earliest convenience.”
AR WORKFLOW
TO AN INSURANCE ADJUSTER
“Hi Rob, the invoice for claim HL-20418 is attached, with the certificate of completion and the work authorization. Is anything missing on your side before it can be approved?”
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Invoice
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Certificate of completion
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Work authorization
TO A HOMEOWNER
“Hi Priya, your new roof is complete and the final invoice is attached. If your insurance check has arrived, you can pay the balance from your phone with this link.”
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Final invoice
TO A GENERAL CONTRACTOR'S PAYABLES DESK
“Hello Tallbridge team, our pay application for the Maple Street project is attached, with the signed lien waiver. Is anything missing on your side before this month's cutoff?”
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Pay application
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Signed lien waiver
02
STEP 2 OF 3
Our AI chases each payer by email, text and voicemail
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Every message is written from the facts of that invoice and that job.
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The invoice, a statement and the documents the payer asks for are attached, with a link to pay by card or bank transfer.
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When two people have to act on one invoice, each is chased in their own words.
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A different message goes out every few days until it's paid or you stop it.
Never stops
It doesn't stop for a busy week, a vacation or someone leaving.
Voicemail, not calls
It leaves voicemails and never phones your customers.
03
STEP 3 OF 3
Replies come to one place, and the chase stops when they pay
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Replies by email and text land in one inbox with an answer already drafted.
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Someone on your team reads it, edits it and sends it. Disputes and payment promises stay with your people.
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When the payer pays, the invoice is marked paid, QuickBooks is updated and every message stops.
A short list
Your office manager works the accounts that need a person, not the whole aging report.
No double asks
A customer who has paid never gets another reminder.
WHAT YOU GET
Everything you get with AR Workflow
Setup in 15 minutes, then onboarding until every open invoice is being chased.
We connect your QuickBooks Online and your first chase is running in 15 minutes. A specialist then works through the rest with you, until your payer contacts and documents are in and your messages sound like you.
QuickBooks OnlineConnected
First chase running15 min
Chase sequences for every payer you bill.
Insurance adjusters, homeowners, mortgage companies, property managers and a general contractor's payables desk. Each sequence is written in your company's voice.
PAYERS
Insurance adjusterHomeownerMortgage companyProperty managerGC payables desk
A preview of every chase before it starts.
You see what will be said in your name, starting with your 10 oldest invoices. You can hold or stop any chase whenever you want.
Day 1 · EmailProfessional
EmailTextVoicemailEmail
HoldStart chase
One list of every open invoice.
How old each one is, what's been sent, who has engaged and which accounts need a person first.
Tallbridge Builders47 days · $8,420
Needs youDana · Alder Lane22 days · $3,150
AI chasingMaple Street GC12 days · $12,413
AI chasing
Pay-by-link on every email and text.
Your customer pays by card or bank transfer from their phone, and the payment is posted to QuickBooks for you.
Invoice #1047$8,420.00
Bank transferCard
Payment received · synced to QuickBooks
One inbox for replies, with drafts ready.
Every reply lands in one place with an answer drafted. Your team reads it, edits it and sends it.
CUSTOMER
“Can you resend the invoice copy?”
AI DRAFT
Of course. It's attached with your payment link.
Approve & send
65%
Within 3 weeks, our customers cut their overdue invoices by 65% on average.
“It was like flipping a switch. The automation started working for us immediately, and we gained back hours we didn't even know we were losing.”
THE OFFER
The One Invoice Offer
Before you pay anything, bring one overdue invoice to the demo. We'll show you the email, the text and the voicemail our AI would send to chase it, who each one goes to, and what your customer sees when they tap the payment link.
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The email, the text and the voicemail
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Who each one goes to
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What your customer sees when they tap the payment link
Nothing to pay until you've seen it work
Shown live on your demo
YOUR OVERDUE INVOICE
Past due
[ $ your amount ]
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Email Day 1Written by AI -
Text A few days laterWritten by AI -
Voicemail A few days laterWritten by AI
Customer pays by card or bank transfer
Paid in full
Synced to QuickBooks
WHAT HAPPENS NEXT
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01
DEMO
You see one of your own overdue invoices chased on screen.
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02
15 MINUTES INTO SETUP
QuickBooks Online is connected and your first chase is running.
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03
FIRST WEEK OR TWO
A specialist sets up your payer contacts, documents and tone with you, starting with your 10 oldest invoices.
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04
AFTER THAT
Every open invoice is in a chase, and new ones are added as they're created.
CUSTOMER STORIES
Contractors who stopped chasing and started getting paid
The restoration and roofing companies in these stories were waiting on insurance payers and chasing invoices by hand before our software took over the chasing.
Restoration
From over 100 days to get paid, to under 28.
“We're getting paid faster and can now focus on scaling our business instead of chasing payments.”
Roofing
Overdue invoices down 71%.
15+ hours saved every month on collection tasks. 78% boost in early payments.
Restoration
126 days to get paid. Now 43.
“We've shortened payment delays significantly, and our cash flow is much more predictable.”
Roofing
Collections 101 days faster.
12+ hours saved every month on collection tasks. 60% decrease in payment disputes.
Restoration
94 days to get paid, down to 31.
“We no longer waste time chasing overdue invoices, and our cash flow has become much more predictable.”
Roofing
Collections 58 days faster.
“The AR Workflow setup process was seamless, and we saw immediate improvements in our payment timelines.”
Restoration
Payment speed up 25%.
“Productivity has soared with a 25% increase in payment speed!”
Roofing
Getting paid 20 days faster.
20% more cash collected that was almost lost to disputes and delays.
Restoration
Overdue payments down 67%.
“AR Workflow decreased overdue payments by 67% and eliminated 15 hours of manual activities weekly.”
Roofing
Collection time cut by 89%.
“We slashed collection time by 89% and eliminated 80% of manual AR tasks in just 60 days.”
Restoration
71% fewer overdue payments in 60 days.
“We were constantly behind on payments, and it was affecting our ability to grow.”
YOUR INVOICE, NEXT
Bring one overdue invoice.
We'll show you the email, text and voicemail our AI would send to chase it.
Bring one overdue invoice.
We'll show you the email, text and voicemail our AI would send to chase it.
IS IT A FIT?
Is AR Workflow for you?
QUICK CHECK
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QuickBooks Online
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50+ open invoices
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$200K+ outstanding
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Payers who stall
Built for you if:
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Restoration, roofing or trade contractor
Your invoices are in QuickBooks Online when they go out.
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Around 50 or more open invoices
Or $200,000 or more outstanding.
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Nobody's full-time job is collections
Your office manager chases when there's time, or you do.
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Payers who each stall in their own way
Insurance adjusters, homeowners, mortgage companies and general contractors.
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You've tried the usual fixes
QuickBooks reminders, a spreadsheet, lien notices or an agency, and invoices still sit past 60 days.
Sound like you?
Not the right fit if:
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Invoices start in a job app
…and only reach QuickBooks once they're paid.
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A dozen open invoices
…and they get paid without anyone chasing.
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Paid on a fixed schedule
Nearly all your work is paid on a schedule nobody can speed up, such as a direct-pay insurance program.
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You want a collection agency
Or software that negotiates with your customers. AR Workflow chases in your name, and your people handle the conversations.
THE DIFFERENCE
AR Workflow vs. the old way
When chasing starts
How payers hear from you
What the message says
What it costs
When someone's out
If it doesn't work
THE OLD WAY
Chasing by hand
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When chasing starts
When someone has a spare hour
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How payers hear from you
One email, then silence
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What the message says
The same reminder for everyone
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What it costs
Hours of your office manager's week
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When someone's out
The chasing stops
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If it doesn't work
The invoice keeps aging
THE OLD WAY
Collection agency
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When chasing starts
After the invoice has gone bad
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How payers hear from you
A letter from a third party
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What the message says
Their wording, not yours
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What it costs
A share of what they collect
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When someone's out
You wait on their schedule
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If it doesn't work
The invoice is written off
THE FIX
AR Workflow
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When chasing starts
The day the invoice goes out
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How payers hear from you
Email, text and voicemail, every few days
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What the message says
Written for the adjuster, the homeowner or the GC's payables desk
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What it costs
From $295 a month, with no share of what you collect
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When someone's out
It keeps running
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If it doesn't work
You cancel, and your books are still in QuickBooks
FAQ
Frequently asked questions
What exactly is AR Workflow?
Software that connects to your QuickBooks Online and chases your unpaid invoices by email, text and voicemail until they're paid. You set who gets chased, the tone and the schedule. Our AI writes and sends the messages, and your team handles the replies that need a person. It isn't a collection agency, and it doesn't replace QuickBooks.
What does it cost, and is there a contract or a free trial?
Plans start at $295 a month, based on how many open invoices you have, and run month to month. We never take a share of what you collect. There's no free trial. You see one of your own invoices chased on the demo, then start with your 10 oldest invoices.
What will the AI say to my customers, and can I see it first?
You preview every chase before it starts. You choose the invoices, the contacts, the tone and how often, and you can hold or stop a chase at any time. The chases you set up send on their own, inside those rules. Any one-off reply to a customer is read and sent by someone on your team.
Will it annoy my customers, cost me the next job or sound like a collection agency?
Every message goes out in your company's name, in the tone you set. A homeowner, or a general contractor you want the next job from, can get a gentler message than an account that's 90 days late. A polite, regular message from day one is easier on a relationship than silence followed by a tense call at day 60. Any customer you'd rather handle personally, you leave out.
We already use QuickBooks reminders. How is this different?
QuickBooks sends a few emails around the due date, with the same wording for everyone. AR Workflow chases by email, text and voicemail, writes for the person who owes you, catches the reply and keeps going until the invoice is paid. QuickBooks tracks your invoices. AR Workflow chases them.
Insurance pays when it pays, and the GC pays when the owner pays. Will chasing change anything?
Chasing doesn't change what an adjuster decides or when an owner releases a draw. It makes sure the adjuster has every document, the homeowner knows what they owe, and the GC's payables desk has your paperwork before the cutoff. Payers deal with the files that keep showing up. If nearly all your work is paid on a fixed program schedule, there's little to chase, and we'll tell you so on the demo.
My invoices start in a job app. Will it work?
AR Workflow works from the open invoices in QuickBooks Online. If your invoices reach QuickBooks when they're issued, you're fine. If they only arrive once they're paid, or only some of the time, we won't have what we need to chase them. We check this with you before the demo.
How long does setup take, and who does the work?
QuickBooks Online is connected and your first chase is running in 15 minutes. Over the next week or two, an onboarding specialist sets up the rest with you. It takes a few hours of your office's time, mostly adding the payer contacts QuickBooks doesn't hold, such as an adjuster or a GC's payables contact.
Your customer stories are restoration companies. Will it work in my trade?
AR Workflow chases any open invoice in QuickBooks Online, and our AI writes for the type of person who owes you: a homeowner, an adjuster, a property manager or a payables department. Our longest-standing customers are restoration contractors, which is why most of the stories here are theirs. On the demo you see it chase one of your own invoices, to your own payer, before you decide.
What happens on the demo?
You bring one overdue invoice. We show you the email, text and voicemail our AI would send to chase it, the schedule, the payment link and what happens when your customer replies. Then you get a straight read on whether it's a fit for your numbers.
YOUR INVOICE, NOT A FEATURE TOUR
You did the work. Let AI chase the money.
If you're done waiting 60, 90 and 100 days for work you've already finished, let AR Workflow chase every unpaid invoice by email, text and voicemail until it's paid. Our customers get paid 21 days faster on average. Your first chase is running in 15 minutes, and you see it on your own invoice before you pay anything.
- Bring one overdue invoice. We'll show you the email, text and voicemail our AI would send to chase it.