The work gets done fast and paid slow. Put the receivables, the referral partners, and the follow-up on a system.
Receivables aging and follow-up for insurance-funded work, referral-partner and adjuster communication, job status updates, document collection, and owner reporting, inside the CRM and accounting you already run.
Basis for the label. Surge mapped the full receivable position of a Colorado restoration company as a diagnostic. Nothing was deployed there, so no result is claimed and the label stays capability-only.
- Insurance-funded jobs stack up in receivables and chasing them loses to every emergency. Inside one company Surge read 2,256 jobs through the API and found $1.3M sitting in 293 invoices averaging 199 days.
- Referral partners (plumbers, property managers, adjusters) send work when they hear from you and stop when they do not.
- Documentation for the carrier is gathered by memory, and missing photos or forms stall payment for weeks.
- The owner cannot see the receivable position without someone building a spreadsheet.
- Mitigation moves fast and the paperwork moves slow, so the same job can be finished in the field and stalled in the office for months.
- Aged receivables with no follow-up running
- Referral partners who quietly stopped sending work
- Supplements and documentation never submitted because nobody tracked what was missing
- Office staff carrying collections in their heads
- Documents requested by text and lost in the thread
- Carrier communication with no record of what was sent when
Receivables follow-up ladder
Every open invoice aged, reminded on a schedule appropriate to insurance-funded work, and pushed to a person when it gets old.
Document collection for carriers
A checklist per job, requests and reminders until complete, escalation before payment stalls.
Referral-partner communication
Job status updates to the partner who sent the work, and a steady cadence that keeps the relationship warm.
Owner reporting
Receivables by age and stage, jobs by referral source, and cycle time from loss to paid.
- Invoice creation and receivables follow-up
- Document collection and reminders
- Job status notifications to customers and partners
- Contract signature to onboarding for new jobs
- Weekly KPI report
- JobNimbus
- QuickBooks Online
- GoHighLevel
- Gmail
- Slack
- Receivables reminders or document collection: single automation, $2,000 to $5,000
- Invoicing plus receivables plus documents plus reporting: multi-tool build, $8,000 to $25,000
- Nothing was deployed at the restoration company Surge diagnosed, so no recovery number is claimed. The case study says exactly what was measured and what was not.
- Claim filing and supplementing with carriers stays with a licensed person; the system tracks and collects, it does not file.
Workflows
- Invoice creation and receivables follow-upAvailable automation
- Document collection and remindersAvailable automation
- Contract signature to onboardingAvailable automation
- Weekly KPI reporting and owner dashboardDelivered build
- After-hours and instant lead responseDelivered build
- Estimate follow-upDelivered build
What did you find at the restoration company?
$1.3M in receivables across 293 invoices averaging 199 days old, read through the CRM's API rather than sampled. The follow-up was designed; the engagement paused before it went live, so nothing is claimed beyond the map.
Can the system deal with the insurance carriers?
It tracks what was sent, what is missing, and what is overdue, and reminds the right person. Filing, supplementing, and negotiating stay with your licensed staff.
Is the restoration label really capability-only when you did work there?
Yes. Diagnostic work is not a delivered system, and the label is decided by what was deployed, not by what was measured.
How is insurance-funded follow-up different?
The cadence is slower and the recipient is often a carrier or a property manager rather than the homeowner, so the reminders reference the claim, attach the documentation, and escalate to a person at the points where a phone call moves the file.
Not sure which of these applies to you?
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