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The challenge
Insurance jobs, a small AR team and a spreadsheet
Flood Rescue handles water and fire damage restoration, and much of its work is paid by insurance companies. Those invoices took the longest to clear, and some sat unpaid for months.
Two people managed accounts receivable. They tracked overdue invoices in a spreadsheet and followed up one email at a time. With no single place to see what was owed, some invoices were missed entirely and cash flow stayed under pressure.
“We were spending too much time chasing overdue invoices, which took valuable time away from growing the business.”
Stephanie Phillips, OwnerWhy they chose AR Workflow
Follow-up that runs without the team
Flood Rescue wanted to stop chasing by hand. Three things mattered most:
- Automated reminders. Email and text reminders go out on schedule, so nobody has to remember who to chase.
- One live view of AR. A dashboard shows every overdue invoice and its next step.
- Easy online payment. Customers can view and pay invoices from a client portal.
Getting set up
Set up with the AR Workflow team
The AR Workflow team configured the system with Flood Rescue, connected it to QuickBooks Online and set up the reminder sequence, so reminders, tracking and payments worked together from the start.
“The implementation process was seamless. Within days, we were already seeing improvements in our payment timelines, and our workflow became much more efficient.”
Stephanie Phillips, OwnerWhat changed
Less chasing, steadier cash flow
- Faster payments. Automated follow-up replaced manual chasing, and invoices got paid sooner.
- Time back for the AR team. Routine reminders run on their own, so the team can focus on higher-value work.
- Fewer invoices slipping through. Every overdue invoice now has a follow-up and an owner.
Built for contractors on QuickBooks Online