THE USUAL FIX
Automated reminder emails
THE CATCH
One channel, one generic message. Easy to ignore.
ROOFING ROOFING INVOICE COLLECTION SOFTWARE ROOFING INVOICE COLLECTION
Deductibles, insurance checks and final payments, chased by email, text and voicemail.
ROOFING JOB
PAIDRoof replacement
Text reminder sent
From a dedicated number
AI is following up on roofing jobs
ROOFING INVOICING SOFTWARE
One roof can mean three payers. Each one needs different follow-up.

INSIDE AR WORKFLOW

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

Job address, invoices, workflows and notes for each roof, pulled from your QuickBooks projects.
ONE INSURANCE ROOF, START TO FINISH
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.
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.
No one on your team had to dial.
Hi Dana, quick reminder about the roof balance. The payment link is in your texts.
AI drafts the answer. Your team approves it.
The depreciation check just came. Can I pay the rest by card?
Paid in full, synced to QuickBooks.
Illustrative example.
ROOFING ACCOUNTS RECEIVABLE, ONE SCREEN

ON SCHEDULE
Reminders going out
NEEDS YOU
Example view. Your screen shows your own QuickBooks Online data.
ROOFING CONTRACTORS
Roofing companies using AR Workflow








“The AR Workflow setup process was seamless, and we saw immediate improvements in our payment timelines.”
Tom Reynolds
Owner, Apex Roofing Co.


“We slashed collection time by 89% and eliminated 80% of manual AR tasks in just 60 days.”
Monica Patel
Invoice Manager, Summit Shingle Roofing


“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


“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

WHY AR WORKFLOW
THE USUAL FIX
THE CATCH
One channel, one generic message. Easy to ignore.
THE USUAL FIX
THE CATCH
Takes a cut of money you earned, and can cost you the next job.
THE USUAL FIX
THE CATCH
Salary and training, and follow-up still depends on one person remembering.
AR WORKFLOW
THE DIFFERENCE
Personalized follow-up by email, text, and voicemail, every day, with your team in control.
SIDE BY SIDE How the usual fixes compare |
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| Email, text, and voicemail | Email only | Their channels | If they remember | |
| Personalized, not generic |
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| You keep every dollar you earned |
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They take a cut | Plus a salary | |
| Protects the next job |
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| Doesn’t depend on one person remembering |
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| Your team stays in control |
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Get a demo
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BUILT FOR ROOFING COMPANIES
Roofing payment reminders that fit the customer.
Friendly texts with a payment link for the deductible and the balance.
Steady reminders while the homeowner waits on the insurance and depreciation checks.
Job address and invoice details on every message.
Clear, steady follow-up with AP teams on flat roof and reroof work.
Progress payments tracked through long payment cycles.
A text with a payment link right after the leak is fixed.
YOU ARE IN CONTROL
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
ROOFING INVOICE COLLECTION, EXPLAINED
Send the deductible invoice and a payment link the day the roof is done, while the homeowner is happy with the work.
Deductible, insurance proceeds, depreciation and upgrades as separate invoices, so every reminder asks for one thing.
Homeowners read texts. AR Workflow texts from a dedicated number, and replies come back to your office.
When a homeowner says the check is in the mail, follow-up pauses. It picks back up if the date passes.
Retail reroofs are big bills. Partial payments and payment plans keep the balance moving.
Payments post back to QuickBooks Online automatically. No double entry for your office.
ROOFING PAYMENT REMINDERS, ALL YEAR
Crews are booked solid and the office is buried in claims. AI keeps every open roof moving while your team runs production.
Back-to-back tear-offs. Deductible and final invoices go out on schedule, even when nobody has time to call.
Depreciation checks and final balances that drag on. Steady reminders bring them in before winter.
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

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

Owners and property managers get polite, steady follow-up on longer terms, and every touch is logged.
YOUR ROOFING INVOICE, NOT A FEATURE TOUR
No generic feature tour. You'll see:
YOUR OPEN INVOICE
Past due[YOUR BALANCE]
Status requestEmail
Second touchText
Still openVoicemail
Payer can pay by card or ACH
Paid
Posted to QuickBooks
FAQ
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.
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.
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.
Log a promise to pay with the date they give you. Follow-up pauses until then and picks back up if the date passes.
Yes. Every message can include a payment link, with partial payments and payment plans for larger reroofs.
No. AR Workflow works with QuickBooks Online. Payments post back automatically.
AI drafts replies, and your team approves them before they are sent. You choose the tone for every message.
Texts and voicemails come from a dedicated number, and customer replies come back to your team.
Connect QuickBooks Online, choose your rules and start with one invoice. We set it up with you in your first week.
Plans are $295, $395 and $495 a month. There is no free trial. Get a demo to see it on your own invoices.
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.