Skip to content
  • Emailwith the invoice attached
  • Two-way textfrom a dedicated number
  • Voicemaildelivered without dialing
  • Card and ACHpayment link on every touch
  • QuickBooks Onlinepayments post back

ROOFING INVOICING SOFTWARE

Built around how roofing companies get paid.

One roof can mean three payers. Each one needs different follow-up.

  • Insurance jobsThe deductible from the homeowner, then the insurance check, then the depreciation release. AI follows each piece until it is in.
  • Retail reroofsDeposits, progress payments and the final balance. Offer a payment plan and let AI follow every installment.
  • Repairs and serviceLeak calls and small repairs billed the same day. A text with a payment link goes out before the crew packs up.
Roofing estimator inspecting storm damage on a shingle roof

INSIDE AR WORKFLOW

Roofing invoicing software, built for the way your office works.

Roofing payment reminder sent by email, text and voicemail at once

One reminder, three channels

Pick email, text and voicemail for a homeowner, then send now or at the best time to reach them.

Roofing job details tracked as a QuickBooks project

Every job in one place

Job address, invoices, workflows and notes for each roof, pulled from your QuickBooks projects.

ONE INSURANCE ROOF, START TO FINISH

Roofing payment reminders, from tear-off to paid in full.

SENT

Deductible invoice

AI sends the invoice with a payment link the day the roof is finished.

Hi Dana, your new roof is complete. Your deductible invoice is attached, and you can pay securely with the link below.

REMINDER

Insurance check

A friendly nudge to endorse and send the insurance check.

Hi Dana, has the insurance check for the roof arrived? Once it is endorsed, you can send it our way or pay through this link.

VOICEMAIL

Voicemail delivered

No one on your team had to dial.

Hi Dana, quick reminder about the roof balance. The payment link is in your texts.

REPLY

Homeowner replies

AI drafts the answer. Your team approves it.

The depreciation check just came. Can I pay the rest by card?

PAID

Payment received

Paid in full, synced to QuickBooks.

Illustrative example.

ROOFING ACCOUNTS RECEIVABLE, ONE SCREEN

See what AI is chasing. See which roofs need you.

Roofing invoice list with partial payments and adjuster workflows

ON SCHEDULE

Follow-up running

Reminders going out

  • Email, two-way text and ringless voicemail
  • Payments post back to QuickBooks
  • Every touch logged

NEEDS YOU

Priority Queue

  • Who to contact today
  • Open balance with no follow-up
  • Replies waiting for review

Example view. Your screen shows your own QuickBooks Online data.

ROOFING CONTRACTORS

Roofers who stopped chasing every check.

Roofing companies using AR Workflow

Apex Roofing CoSummit Shingle RoofingHorizon Roofing, Solar and ExteriorsRoofing customer logoEverguard Roofing CompanyIronclad RoofingCrestline Roofing Solutions
Tom Reynolds

“The AR Workflow setup process was seamless, and we saw immediate improvements in our payment timelines.”

Tom Reynolds

Owner, Apex Roofing Co.

Apex Roofing Co
Monica Patel

“We slashed collection time by 89% and eliminated 80% of manual AR tasks in just 60 days.”

Monica Patel

Invoice Manager, Summit Shingle Roofing

Summit Shingle Roofing
Jessica Warren

“AR Workflow reduced our payment delays from 45 to 25 days — a 45% boost in cash flow speed.”

Jessica Warren

Accounts Receivable, Horizon Roofing & Solar

Horizon Roofing, Solar and Exteriors
Sarah Foster

“Blue Ridge slashed overdue invoices by more than half all while saving 15 hours a month, just by using AR Workflow.”

Sarah Foster

Invoice Manager, Blue Ridge Exteriors

Blue Ridge Exteriors

WHY AR WORKFLOW

Not another reminder email. Not a collection agency. Not another hire.

THE USUAL FIX

Automated reminder emails

THE CATCH

One channel, one generic message. Easy to ignore.

THE USUAL FIX

A collection agency

THE CATCH

Takes a cut of money you earned, and can cost you the next job.

THE USUAL FIX

Another AR hire

THE CATCH

Salary and training, and follow-up still depends on one person remembering.

SIDE BY SIDE

How the usual fixes compare

Reminder emails Collection agency Another AR hire RECOMMENDED
Email, text, and voicemail Email only Their channels If they remember
Personalized, not generic No No Yes
You keep every dollar you earned Yes They take a cut Plus a salary
Protects the next job Yes No Yes
Doesn’t depend on one person remembering Yes Yes No
Your team stays in control Yes No Yes

BUILT FOR ROOFING COMPANIES

Every roofing customer pays differently. Follow up accordingly.

Roofing payment reminders that fit the customer.

Homeowners

Friendly texts with a payment link for the deductible and the balance.

Insurance jobs

Steady reminders while the homeowner waits on the insurance and depreciation checks.

Property managers

Job address and invoice details on every message.

Commercial owners

Clear, steady follow-up with AP teams on flat roof and reroof work.

Builders and GCs

Progress payments tracked through long payment cycles.

Repair customers

A text with a payment link right after the leak is fixed.

YOU ARE IN CONTROL

AI does the follow-up. You make the rules.

Your roofing company, your tone, your rules.

  • Start with one invoice and add more when you're ready

  • Choose the contacts, channels, tone, and frequency

  • Review AI-drafted replies before they're sent

  • Pause or stop any workflow at any time

    Pause

ROOFING INVOICE COLLECTION, EXPLAINED

Six roofing accounts receivable habits that get roofs paid off.

01

Collect the deductible first

Send the deductible invoice and a payment link the day the roof is done, while the homeowner is happy with the work.

02

Split the job into clear pieces

Deductible, insurance proceeds, depreciation and upgrades as separate invoices, so every reminder asks for one thing.

03

Text, do not just email

Homeowners read texts. AR Workflow texts from a dedicated number, and replies come back to your office.

04

Pause on a promise

When a homeowner says the check is in the mail, follow-up pauses. It picks back up if the date passes.

05

Offer a payment plan

Retail reroofs are big bills. Partial payments and payment plans keep the balance moving.

06

Keep QuickBooks in sync

Payments post back to QuickBooks Online automatically. No double entry for your office.

ROOFING PAYMENT REMINDERS, ALL YEAR

Storm season or slow season, follow-up never stops.

STORM

After the hail

Crews are booked solid and the office is buried in claims. AI keeps every open roof moving while your team runs production.

SUMMER

Peak reroof season

Back-to-back tear-offs. Deductible and final invoices go out on schedule, even when nobody has time to call.

FALL

Closing out the year

Depreciation checks and final balances that drag on. Steady reminders bring them in before winter.

WINTER

Repairs and slow weeks

Leak calls and small repairs. A text with a payment link goes out after the job, even when the office is closed.

ON THE JOB

Residential and commercial roofing accounts receivable, in one place.

Roofing crew replacing shingles on a two-story home

Residential reroofs and insurance jobs

Homeowners get a friendly reminder with a card or ACH payment link for each part of the job.

Commercial roofers installing a flat roof membrane

Commercial flat roofs

Owners and property managers get polite, steady follow-up on longer terms, and every touch is logged.

YOUR ROOFING INVOICE, NOT A FEATURE TOUR

Bring us one overdue roofing invoice. We will show you how AI would chase it.

No generic feature tour. You'll see:

  1. 1What AI would send, and when
  2. 2What happens when your customer replies
  3. 3How they'd pay

YOUR OPEN INVOICE

Past due

[YOUR BALANCE]

Status requestEmail

Second touchText

Still openVoicemail

Payer can pay by card or ACH

FAQ

Roofing invoice collection questions

Still have a question?

Bring it, and one overdue roofing invoice, to a demo.

What is roofing invoicing software?

Software that helps roofing companies bill and collect. AR Workflow focuses on collecting: it follows up on the invoices you already create in QuickBooks Online. Our QuickBooks for contractors guide covers the billing side.

Does AI actually send the roofing payment reminders?

Yes. AI sends scheduled emails, texts and voicemails on the rules you set. Your team only steps in when a customer needs a real conversation.

How does it handle insurance roofing jobs?

Bill the deductible, the insurance proceeds and the depreciation as separate invoices in QuickBooks. AR Workflow follows up on each one with the homeowner, and you can add the adjuster as a contact for status requests.

What if the homeowner is waiting on the insurance check?

Log a promise to pay with the date they give you. Follow-up pauses until then and picks back up if the date passes.

Can homeowners pay by card or ACH?

Yes. Every message can include a payment link, with partial payments and payment plans for larger reroofs.

Do we have to replace QuickBooks?

No. AR Workflow works with QuickBooks Online. Payments post back automatically.

Will AI say something wrong to my customers?

AI drafts replies, and your team approves them before they are sent. You choose the tone for every message.

Do texts come from our office number?

Texts and voicemails come from a dedicated number, and customer replies come back to your team.

How long does setup take?

Connect QuickBooks Online, choose your rules and start with one invoice. We set it up with you in your first week.

How much does it cost?

Plans are $295, $395 and $495 a month. There is no free trial. Get a demo to see it on your own invoices.

The new roof is on. Now let AI chase the checks.

AI writes the emails, sends the texts and leaves the voicemails for every open roofing invoice. Your team handles the calls that need a person.

  • Keep QuickBooks
  • Start with one invoice
  • Stay in control