How a one-person AR team cut manual follow-up

SERVPRO of Pasadena is a growing water and fire damage restoration company. As overdue invoices piled up and insurance payments dragged, one person was left to chase them all by hand.

Insurance companies often paid late, which strained cash flow and made it hard to cover costs and invest in growth. Without a central system, many overdue invoices didn't get a timely follow-up.

• Slow insurance payments. Late payers made cash flow hard to predict month to month.
• No structured AR process. Follow-up depended on memory and spare time.
• Invoices going unnoticed. Without one view of what was owed, some balances simply waited.

Here is what mattered most:

• Automated payment follow-ups. Routine reminders went out without anyone chasing them by hand.
• Central tracking and visibility. The team could see every outstanding payment, so no invoice went unnoticed.
• A client portal. Clients could view and pay invoices online, with fewer manual follow-ups.

Implementation was quick, and the move to the new system was smooth. The setup covered reminders, tracking and online payments.

• Automated follow-ups. Email and text reminders went to clients automatically.
• A real-time dashboard. One view of outstanding invoices and client payment status.
• A client portal. Clients could open and pay invoices online.

• More efficient collections. Automated follow-ups and central tracking made collecting overdue payments easier.
• Time back for the AR team. Automation took over routine follow-ups, so the team could focus on higher-value work.
• Follow-ups on autopilot. Most routine follow-up emails now go out automatically.
• Reminders that get read. Customers opened and responded to collection emails, which led to quicker payments.