AR Workflow Customer Stories - SERVPRO of Pasadena

SERVPRO of Pasadena Cuts 17 Hours of Manual Work Weekly and Boosts Cash

SERVPRO of Pasadena, a growing restoration company specializing in water and fire damage recovery, faced significant challenges in managing their accounts receivable (AR) as the number of overdue invoices increased. With insurance companies often delaying payments by 79 days or more, their cash flow was strained, and the manual follow-up process was inefficient. The lack of a structured AR system was becoming a serious bottleneck for their growth.

Joe McCann

SERVPRO of Pasadena

Key Results with AR Workflow

17 hours saved weekly

Automating follow-ups saved 17 hours each week, freeing the AR team to focus on strategic initiatives.

90% of follow-up emails automated

AR Workflow helped automate 90% of follow-up tasks, significantly reducing manual workload.

+18% better email open rate on collection emails

Automated follow-ups saw a 18% higher open rate than the industry standard, leading to faster payment responses.

SERVPRO of Pasadena

Employees

18

AR Team

1

The Challenge

SERVPRO of Pasadena’s small AR team struggled to manage an increasing volume of overdue invoices, especially from insurance companies that frequently delayed payments by more than 90 days. This delay in payments created serious cash flow issues, making it difficult for the company to cover operational costs and invest in future growth. Without a centralized system to track and manage payments, the AR process became disorganized, and many overdue invoices were not followed up on promptly.

We didn’t have a reliable system to track overdue invoices, and it led to cash flow problems that impacted our growth.

- Owner, Joe McCann

Why They Chose AR Workflow

SERVPRO of Pasadena chose AR Workflow to address their growing AR management challenges. They selected AR Workflow because it provided:

Automated payment follow-ups: To drastically reduce the time spent manually chasing overdue invoices.
Centralized tracking and real-time visibility: To give their AR team clear oversight of all outstanding payments, ensuring no invoice went unnoticed.
Client portal: A self-service portal that allowed clients to view and pay invoices online, reducing the need for constant manual follow-ups from the AR team.

AR Workflow has drastically reduced the time we spend managing overdue invoices. We’re getting paid faster and can now focus on scaling our business instead of chasing payments.

- Owner, Stephanie Phillips

Implementation Process

The implementation of AR Workflow was completed in under a week, with a smooth transition to the new system. Key aspects of the setup included:

Automated follow-ups: Email and SMS reminders were automatically sent to clients, reducing the need for manual intervention.
Real-time dashboard: A centralized dashboard provided a clear overview of outstanding invoices and client payment statuses, making it easier to manage AR efficiently.
Client portal: A self-service portal was introduced, enabling clients to access and pay invoices online, speeding up the payment process.

The AR Workflow setup was seamless. We immediately saw improvements in how we managed our AR, with a clear impact on reducing manual follow-ups.

- Owner, Joe McCann

Results After 60 Days

After 60 days of implementing AR Workflow, SERVPRO of Pasadena saw significant improvements in their accounts receivable processes:

65% increase in collection efficiency: The automated follow-ups and centralized tracking led to faster and more efficient collection of overdue payments.
17 hours saved per week: Automation saved the AR team 17 hours weekly, allowing them to focus on more strategic tasks and growth opportunities.
90% of follow-up emails automated: The automation of 90% of follow-up emails improved operational efficiency and reduced the manual workload.
+18% better open rate on collection emails: The automated follow-ups generated a 18% higher open rate compared to industry standards, resulting in quicker payment resolutions.

AR Workflow has drastically improved our collections process. We’re saving time, getting paid faster, and our cash flow is much more predictable.