We act as your proactive accounts receivables partner.

• Run a AR Report weekly and consolidate it into our internal software for tracking and analysis

• Track every outstanding invoice and record its status in the collections process

• Document all actions taken (calls, emails, follow-ups - if applicable) with clear notes

• Provide recommendations to help accelerate payment where possible, working with your team so it gets done

Result: Organized and updated data ready and available for your team as needed and for our effective and focused tracking and collections efforts.

We handle the follow-through so your office doesn’t have to chase payments.

• Send completed invoices once they are approved and ready

• Follow up with the appropriate parties to keep payments moving, including clients, carriers, adjusters, and homeowners

• Track and organize outstanding invoices and balances

• Perform weekly collections follow-up by phone and email

• Record all follow-up activity and outcomes in your existing systems (RestorNet, XactAnalysis, accounting software, or internal tools) and provide weekly report

• Flag delayed or problem files for your team to review or escalate

Result:  Invoices stay organized, collections move forward weekly, and your team gains clear visibility into what’s outstanding - without added internal workload.

We keep your records aligned and up to date.

• Double-check files in the platforms your team uses (RestoreNet, XactAnalysis, or other internal systems) to ensure all communication is captured

• Add missing notes or updates from staff, clients, or external contacts so records stay accurate

• Align systems with the AR Report for accuracy and transparency

Result: Cleaner files, fewer communication gaps, and systems that reflect the real receivables picture

We give your team clarity beyond the numbers.

• Provide weekly reports with financial snapshot collections breakdown, notes, trends, and actionable recommendations

• Highlight recurring bottlenecks in responses or file handling

• Suggest process improvements to accelerate collections while keeping communication professional

• Identify additional revenue opportunities from pending or overlooked work (such as older projects awaiting invoicing, unbilled services, storage, or recurring fees not yet captured)

Result: Provide a clear, weekly snapshot of your receivables so you always know where things stand.  See total billed, outstanding balances, payments received, storage status, and other key trends specific to your organization - all in one place - so you can make informed decisions and we can keep cash flow moving.