How SERVPRO of NE San Diego took the manual work out of AR

SERVPRO of NE San Diego is a fast-growing disaster restoration company. More work meant more invoices, and long waits on insurance payouts left the AR team buried in manual follow-up.

With many large clients, including insurance companies, invoices were often paid late. The AR team tracked payments in spreadsheets and followed up one by one, which delayed project investments and hiring.

• Large, slow payers. Insurance companies and big clients took the longest to pay.
• Spreadsheet tracking. Every late payment meant another manual follow-up.
• Growth on hold. Cash tied up in receivables slowed investment and hiring.

Here is what mattered most:

• Much less manual work. Automation replaced constant manual follow-up.
• Live payment tracking. Real-time payment status helped the team prioritize by due date.
• Simple client payments. Clients could pay online with less back-and-forth.
• Connected to accounting. It worked with their accounting system, so there was no double entry.

Onboarding was smooth and fast. SERVPRO of NE San Diego worked with the AR Workflow team to set up the key processes.

• Automated reminders. Email and text reminders for overdue payments replaced manual chasing.
• Live dashboards. The team watched payment progress in real time and spotted priority accounts.
• Client self-service. Customers could view and settle invoices online.

• Faster payments. SERVPRO of NE San Diego got paid sooner once automated follow-ups replaced manual chasing.
• Time back for the AR team. Automation took over routine follow-ups, so the team could focus on higher-value work.
• Far less manual AR work. Automated follow-ups and payment tracking cut down the manual tasks the team handled.