Fazeshift for HVAC & Mechanical

Your techs close jobs fast.
Your AR should too.

HVAC companies run multi-branch operations, process hundreds of payments, and chase down overdue invoices across dozens of commercial accounts — all manually. Fazeshift's AI agents automate your entire accounts receivable workflow, so you get paid faster without adding headcount.

15
%
Average DSO reduction across branches
$7.4
M
Cash collected within weeks of deployment
68
hrs
Manual work eliminated in a single month
4
mo
Average payback period
The problem

AR in HVAC is still brutally manual

Multi-branch HVAC and mechanical companies face a unique set of AR challenges — high payment volume, fragmented systems, and tight-margin commercial contracts that leave no room for cash tied up in aging invoices.

Manual cash application eats weeks

Matching check payments to invoices across multiple branches means hours of manual lookup every week — work that doesn't scale.

Collections are inconsistent

Follow-up on overdue accounts depends on who's available that day. Reminders go out late — or not at all — and DSO quietly climbs.

Fragmented systems, no visibility

Data lives in the ERP, the bank, email inboxes, and spreadsheets. There's no single view of what's outstanding or at risk.

Disputes stall payment

A billing question from a commercial account sits in someone's inbox for days. Meanwhile the invoice ages and the relationship strains.

Growth creates more work, not less

Opening a new branch means hiring more AR staff. The process doesn't scale — every dollar of new revenue comes with more manual effort.

No real-time cash picture

Finance leadership can't forecast confidently when unapplied cash backlogs and aging disputes distort the view of what's actually collected.

How it works

AI agents handle the execution. Your team handles the exceptions.

Fazeshift deploys AI agents directly on top of your existing ERP and systems — no rip-and-replace required. The agents work continuously across every branch, every account, every day.

1

Autonomous cash application

AI agents automatically match, apply, and post payments across all your branches — handling partial payments, short pays, credit memos, and bank fees with full ERP-grade audit trails.

90% full automation rate

2

Intelligent collections execution

Automated, personalized outreach via email and text, timed to each account's aging and payment behavior. Escalations trigger automatically when accounts go unresponsive.

25% average DSO reduction

3

AI-managed inbox & disputes

A centralized AR inbox where AI agents triage, draft responses to, and resolve customer inquiries — cutting response time from 20 minutes to under 1 minute per interaction.

20x faster resolution

4

Real-time visibility across branches

Platform-level dashboards give leadership a live view of AR health, DSO trends, and cash risk — across every entity, without manually pulling reports or consolidating spreadsheets.

No ERP overhaul needed

Customer results

Proven at multi-branch mechanical contractors

A leading mechanical services company deployed Fazeshift across three branches. Within the first two months, the results were measurable across every dimension of AR performance.

68
hrs
Of AR work automated in a single month across 3 branches
1
FTE
Per branch now handles cash application (down from 2–3 people)
15
%
Average DSO reduction across all three branch locations
$7.4
M
Cash collected from ~4,600 automated collection emails
24
%
DSO reduction at the highest-volume branch
1
week
Of manual work eliminated per month at one branch alone

"Fazeshift has made it easier and much more efficient for us to apply payments and systematically contact our customers with payment reminders."

Ann Taylor
Mecon, FirstCall Mechanical
Key capabilities

Built for the complexity of commercial HVAC

HVAC AR isn't simple — multi-entity structures, partial payments, and commercial account relationships require AI configured for the nuances of the trade.

Cash application

Multi-branch payment matching

Handles check payments, ACH, and lockbox deposits across all your branch entities simultaneously — auto-posting to your ERP with full audit trails and exception flags.

Collections

Behavior-based outreach sequences

Collections cadences adapt to each commercial account's payment history. Slow payers get escalated automatically. Good customers get frictionless reminders.

Dispute resolution

AI-drafted customer responses

When a general contractor questions an invoice, Fazeshift drafts the response — pulling in relevant work order details and attachments — in seconds, not days.

Visibility

Cross-branch AR dashboard

See DSO, aging buckets, unapplied cash, and collection effectiveness across every branch and entity in one place — no spreadsheet consolidation required.

See what Fazeshift does for your AR team

Most HVAC customers are live within weeks and see measurable DSO improvement within the first month. We'll walk you through exactly how it maps to your current workflows.

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