How Summit Shingle Roofing collected 101 days faster and cut payment disputes

Roofing invoices rarely get paid in one clean step. Homeowners owe a deductible, insurance checks arrive in parts and supplements can hold the final payment for weeks.

At Summit, collections were slow and most of the follow-up was done by hand.

Summit runs automated follow-up chains for the situations roofers deal with every week, like deductibles and insurance delays. Each invoice gets the right reminder at the right time without anyone writing it.

Here is the path an overdue roofing invoice takes in AR Workflow:

1. It syncs from QuickBooks Online. Open invoices, customers and payments flow in both directions, so nobody re-keys anything.
2. It goes on a workflow. A timed sequence of emails, texts, ringless voicemails and call tasks starts the day the invoice is assigned.
3. Every reminder carries a payment link. The homeowner sees all their open invoices in one place and can pay by card or ACH, in full or in part.
4. Follow-up adjusts on its own. It pauses when a customer promises to pay and stops the moment the invoice is paid.
5. The payment posts back to QuickBooks. Payments and fees are recorded automatically, so the books stay clean.

• 101 days faster invoice collections.
• 89% less collection time.
• 80% of manual AR tasks eliminated in 60 days.
• 60% fewer payment disputes.

Mike Carter, Owner of Summit Shingle Roofing, tracks the results this way:

• 101 days faster collections
• 60% decrease in payment disputes

• Split the deductible from the insurance balance. They're owed by different people on different timelines, so they need different follow-up.
• Start the sequence the day you invoice. The longer an invoice sits without contact, the harder it is to collect.
• Use more than one channel. Homeowners who ignore email often answer a text or a voicemail.
• Make paying easy. A link that takes card or ACH removes the "I'll mail a check" delay.
• Watch what nobody is chasing. AR Workflow's dashboard shows the open balance with no follow-up on it, so it can't slip.