Cruise Control for AR

With AR Workflow, records of your accounts receivable efforts and their results are kept in one user-friendly place.

Active Workflows

Powerful but easy to use, Actions Timeline lets you increase engagement and enhance precision by creating customised follow-up plans. Define the type and frequency of automated reminders your customer or customers will receive. Opt for email templates or craft custom messages.

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We’ve had a 75% reduction in manual tasks, and nothing falls through the cracks.

Natalie Hart

SERVPRO of Northeast San Antonio

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Customizable Templates for Email and SMS Messages

With a selection of meticulously crafted emails & SMS templates for payment reminders, you’re never at a loss for words. For a personal touch, customize them.

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Payment Deposits makes following the money simple:
  • Get a detailed transaction description for a deposit, including any fees paid.
  • See a breakdown of the various transactions grouped into each deposit.
  • Search all deposits.
  • Use custom date ranges to narrow your search.
We eliminated 10 hours of manual activities each week!

Kristina Norlander

SERVPRO of Bellaire

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Discover the Difference AR Workflow Makes to Your Bottom Line

Get Started Today with a Free, No-Obligations Trial.

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