AR Workflow Customer Stories - SERVPRO of NE San Diego

SERVPRO of NE San Diego Transforms AR and Cuts Manual Work by 80%

SERVPRO of NE San Diego, a fast-growing company in the disaster restoration industry, was grappling with late payments and inefficient invoicing processes. With increasing volumes of work, their small accounts receivable (AR) team found it hard to keep pace with overdue invoices, which often resulted in a cash flow crunch. The nature of the business meant long waits for insurance payouts, sometimes stretching beyond 90 days, further straining resources. SERVPRO of NE San Diego needed a more efficient system to handle AR and free their team from time-consuming manual tasks.

Juan Araya

SERVPRO of NE San Diego

Key Results with AR Workflow

50% faster payment collections

The average payment cycle was reduced from 105 days to 52 days.

30% of the AR team’s time freed up weekly

Automation allowed the AR team to reclaim a significant portion of their week, enabling them to shift focus to higher-value tasks.

80% reduction in manual AR tasks

By automating follow-ups and payment tracking, SERVPRO of NE San Diego drastically reduced the manual effort required to manage receivables

SERVPRO of NE San Diego

Employees

125

AR Team

5

The Challenge

SERVPRO of NE San Diego 's invoicing process was becoming unsustainable. With multiple large clients, many of whom were insurance companies, invoices were frequently delayed, sometimes going unpaid for over 100 days. The AR team was drowning in manual work, using spreadsheets to track payments and individually following up on late payments. This not only impacted cash flow but also led to unnecessary delays in project investments and hiring. The increasing workload made it impossible for the team to manage collections effectively while focusing on strategic goals.

We were constantly stuck in a cycle of following up on late payments, which took us away from actually growing the business. The delays were becoming a real bottleneck.

- Owner, Juan Araya

Why They Chose AR Workflow

SERVPRO of NE San Diego decided to adopt AR Workflow after evaluating its potential to transform their AR processes. Key factors influencing their decision included:

Drastic reduction in manual work: AR Workflow's automation tools would replace the need for constant manual follow-up, freeing up time for the team to focus on other areas.
Live tracking of payments: The ability to see real-time payment statuses and prioritize collections based on payment due dates.
Simple client payments: The client portal promised easier access for clients to pay invoices online, reducing back-and-forth and speeding up payments.
Fully integrated with accounting: Seamless integration with SERVPRO of NE San Diego 's existing accounting software, eliminating the need for double entries and manual data corrections.

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

SERVPRO of NE San Diego found the onboarding process with AR Workflow smooth and fast, with their system fully operational in under five days. They worked closely with the AR Workflow team to customize key processes, including:

Automated reminders: Email and SMS reminders were scheduled for overdue payments, cutting down on SERVPRO of NE San Diego 's reliance on manually chasing clients.
Live dashboards: The AR team could now view payment progress in real-time, helping them identify priority accounts.
Self-service for clients: The AR Workflow client portal gave SERVPRO of NE San Diego 's customers an easy way to view and settle their invoices, drastically reducing the back-and-forth and improving payment times.

It was like flipping a switch. The automation started working for us immediately, and we gained back hours we didn’t even know we were losing.

- Owner, Juan Araya

Results After 2 Months

Two months after the implementation, SERVPRO of NE San Diego saw dramatic changes in how they managed their accounts receivable, leading to substantial business improvements:

50% faster invoice collections: SERVPRO of NE San Diego cut their collection times in half, reducing the average payment period from 105 days to 52 days.
30% more time freed up for AR staff: Automation saved the team hours of manual work, letting them focus on proactive business strategies.
80% reduction in manual AR tasks: The automation allowed SERVPRO of NE San Diego to drastically cut down on the number of manual tasks their team had to perform, leaving more time to focus on strategic growth initiatives.

AR Workflow has completely transformed how we manage our accounts receivable. We’re getting paid faster, and our team is more productive.