Helping 1400+ Roofing Users Collect Payments Faster
Helping 1400+ Roofing Users Collect Payments Faster
Our Key Results:
Eric Johnson
Owner, Blue Ridge Exterior
Our Key Results:
Mike Carter
Owner, Summit Shingle Roofing
Our Key Results:
Jason Kim
Owner, Horizon Roofing & Solar
AR Workflow decreased overdue payments by 67% and eliminated 15 hours of manual activities weekly.
Andrew & Glenna Maras
Owner, Servpro Central Honolulu
Real Results for Roofing Businesses
65 %
average overdue invoice reduction in 3weeks
59 Days
Faster collections on invoices
15 Mins
To get your first collection workflow running.
Tired of chasing
insurance companies or homeowners?
Don’t worry – we’ve got your back. AR Workflow automatically sends the right follow-up messages at the right time. Whether it's insurance companies, homeowners or other third parties, we've got 37+ proven message templates that get results.
Cut Overdue Invoices, AND Save 18 hours a Week without writing a single email or text.
AR Workflow saves your team hours every week following up on invoices
with custom “Set-It-And-Forget-It” campaigns.
Real-Time Visibility Into Your Payment Pipeline
See where every dollar stands in your collection process.
Track:
- Which invoices are aging beyond 30, 60, 90 days.
- Average payment speed
- Total due vs collected
- Forecasted payments for the week ahead
Replace manual tracking with an intuitive dashboard that ensures no revenue slips through the cracks.
Roofing Industry-Proven Campaigns for Every Scenario
Use the exact sequences that collect millions automatically for roofing companies - tested on insurance delays, deductible pushback, supplement disputes, and every other scenario you face. Customize them for unique situations and watch automated follow-ups do the work for you.
“We cut overdue invoices, improved our cashflow - all automated.”
Sarah Foster
Blue Ridge Exteriors
One Place for Every Customer Note and Conversation
Stop losing track of payment promises and important details. Every adjuster call, customer email, and team note lives in one searchable system. No more missed follow-ups or forgotten commitments. When everyone works from the same information, you collect faster.
“We haven’t lost a single payment to miscommunication since using AR Workflow”
Tanya Elis
Apex Roofing
One-Click QuickBooks Sync That Keeps Itself Updated
Import all your QuickBooks invoices instantly, then never worry about manual updates again. AR Workflow maintains a live connection - every payment collected, adjustment made, or note added automatically flows back to QuickBooks in real-time. No double-entry, no reconciliation headaches-your accounting stays accurate forever.
“We’ve imported 167 overdue invoices within minutes of signing up, and we quickly got them paid”
Natalie Hart
Trinity Roofing
GET A FREE PERSONALIZED ROOFING BUSINESS COLLECTION ASSESSMENT
How efficient is your roofing business’ collections? What would a 65% reduction in overdue invoices do for your bottom line? Talk to our roofing specialized AR specialist and get your custom roadmap to collecting payments faster.
Helena Adams
AR Specialist
“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
Collection Agency VS AR Workflow
Which is better for you?
| AR Workflow | Fully Manual | Collection Agency | |
|---|---|---|---|
| Cost | $ | $$ (salary) | $$$ |
| Speed of getting paid | <30 days | 30 ~ 90days | Depends on Agency |
| Time Required from you |
|
|
|
| Follow Up Quality |
|
|
|
Cost
Speed of getting paid
Time Required from you
Follow Up Quality
Key Features with AR Workflow
QuickBooks stays up-to-date
automatically
When a payment comes in, AR Workflow instantly updates its status in QuickBooks.
Save 10-20 Hours per Week With “Set-It-And-Forget-It” Campaigns
Minimize time spent following up with pre-built follow-up campaigns.
Instantly Access All Customer Notes & Conversations — In 1 Place
Find the information you need fast and always stay up-to-date on each invoice.
Dashboard
View All Your Invoices, Customers, Performance, And More — On 1 Dashboard
“We finally have real time visibility on all the invoices but most importantly, who’s recovering the most payments so we can reward them accordingly.”
James Thompson
Crispy Clean Restoration
Here’s What AR Workflow Lets You
Track In Real-Time
-
Total Due vs. Collected
-
Number of Follow-ups Sent
-
Invoice Aging
-
Average Payment Speed
-
Number of Payments Collected
-
Forecasted Payments
And Much More…
AR Workflow’s FAQ
What happens when I sign up for a demo?
Once you select a convenient time, you’ll receive a confirmation email with your demo details. During our 20 minute session, we'll assess your current collections process and understand your challenges.
Then we'll show you exactly how AR Workflow integrates with your existing systems, automates your collections, and provides real-time visibility into your outstanding invoices.
If it's a good fit, you can get set up in just 15 minutes and start a 14-day free trial (no credit card required) to test the platform with your actual invoices. (no lock-ins or automatic renewals!)
What size roofing businesses can benefit from AR Workflow?
Whether you’re a roofing business owner handling invoices yourself or a multi-location owner with dedicated AR team members, AR Workflow can boost your profitability through faster payments and save you significant amount of time. AR Workflow is flexible in the sense that you can easily use it as a single user or add seats as your business scales.
What Kind of Support Does AR Workflow Offer?
We offer a 1 hour personalized training session to get your team set up and ready to go. Our friendly US-based support team are always available via live chat, email, and calls to ensure a smooth experience.
How does AR Workflow keep my data safe?
We set high standards for security. Our watchful experts stay alert to threats and conduct regular audits to ensure that we’re always on the cutting edge of cyber security.
With AR Workflow, when you’re accessing data online, it’s encrypted using SSL. That’s the same technology that online banks use. What about stored data? It’s encrypted and backed up daily to multiple redundant data centers. These nondescript facilities maintain military-grade security protocols.
What happens when someone replies to the automated messages?
Replies to automated messages are captured directly within AR Workflow and automatically routed to the assigned AR specialist, ensuring timely and appropriate follow-up. Remaining follow ups in that campaign will be paused until further action is taken.
If we have multiple AR specialists, does AR Workflow let me see exactly who’s working on which invoices?
AR Workflow clearly displays individual invoice assignments, letting you track exactly who’s responsible for each invoice, along with their collection progress.
Can our customers pay invoices directly from the automated text or email reminders sent by AR Workflow?
Yes, automated text and email reminders include secure payment links, allowing customers to pay invoices instantly without logging into a separate portal.
Can we test AR Workflow on a portion of our invoices first?
Absolutely. You can start with just your oldest invoices, or select specific customers to test with. You're in complete control of which invoices to include so you can evaluate AR Workflow's impact, then easily scale up as you see positive results.

