Most of our invoices go through our customers’ AP portals. What can you actually do there?

For the portals your customers require, managed automation logs in, submits invoices with the service report attached, reads rejection notes, and pulls remittance back out. It’s built per portal, so tell us which ones your customers use and we’ll confirm what’s involved.

Our invoices are small — a few hundred dollars, thousands of them. Is that even worth automating?

That’s where it pays off most. Small invoices are the ones no team has time to chase, so they age past sixty days and get written off. The agent works every one of them at the same standard, whatever the amount, so the small balances get collected instead of quietly expiring.

Collections is run by each branch. Does this force everyone onto one process?

No. Branches keep their customer relationships and their say on sensitive accounts. The agent runs one standard cadence underneath — the same reminders, the same follow-up, the same escalation rules — and hands the invoice to the branch when the branch is the one who can fix it.

How is this different from rule-based AR automation?

Rule-based tools match clean remittances and send reminders on a fixed calendar, then hand everything else back to your team. The agents read what’s actually there — a portal rejection, a service report, a check covering six branch accounts — decide what to do with it, and act inside your systems. When a case needs judgment, the agent escalates it with the context attached, and what your team decides becomes the rule next time.

How much does Fazeshift cost?

Pricing depends on your invoice and payment volume and on which agents you use. Book a demo and we’ll scope it against your actual AR, with no slides.

AR Automation for Field Services

Fazeshift runs one AR process across every brand you’ve acquired — whatever field service platform each one came with, whatever portal each customer insists on, down to the $400 invoices nobody has time to chase. Your ledger stays where it is.

Book a demo See how collections works

Two field technicians in orange high-visibility gear walking along a city street

Collections agentResolving

Portal rejection · ServiceChannel

$3,880.00 Invoice #9142

ClearedReport attached, resubmitted

Three patterns show up at almost every multi-site services business we talk to.

Every acquisition arrives with its own system

Each brand keeps the platform it came with, so cash gets posted twice, unapplied balances build up in places nobody owns, and collections ends up decentralized by branch. Not by design — every site just kept doing what it always did.

The invoice can’t get paid until the paperwork clears

Your customer sets the terms for getting paid. A separate login per branch, an invoice held until a technician checks out, a rejection against a not-to-exceed limit nobody told billing about. What stands between a finished job and a payment is often a signed inspection report — sitting in the field system, not in accounting.

Thousands of small invoices, aging quietly

Recurring service and membership billing produces thousands of invoices worth a few hundred dollars each, more than any team can work by hand. So they wait, and past sixty days most quietly become write-offs — real cash, never collected.

One process, however many systems you’ve collected

No migration, and no forcing every branch onto one platform. Each brand keeps what it runs; the agent works across all of them and posts back to your ledger.

Step 01

Connect every brand, whatever it runs

Field service platforms, the ERP or GL they roll up into, your bank and lockbox, and the shared mailboxes each branch collects from. New acquisitions get added rather than migrated.

Each brand keeps its platform. The next acquisition gets connected, not migrated.

Where it shows up in your week

The same platform, pointed at the parts of services billing that take the most time.

Cash application

One payment, six account numbers

The multi-location customer paying across separate branch accounts, the check-heavy lockbox with thin remittance, the cash currently sitting unapplied in two systems at once — matched and posted back to your ledger.

Collections

The same standard at every branch

Branch-level collections without a branch-level playbook is how the small invoices age out. Outreach is tied to why each invoice is unpaid, runs at the same standard everywhere, and escalates to the branch when the branch is the one who can fix it.

AR inbox

The mailbox every branch collects from

Payment queries, document requests, portal rejections, short-pay notices — all landing in shared mailboxes across the business. The agent reads, triages, and drafts replies. You decide what it sends on its own, and what your team answers personally.

Billing & contract intelligence

Bill what the contract actually says

Under a full-coverage maintenance agreement, most work isn’t billable — only the exceptions are, checked against the contract by hand today. The agent reads your contract terms and turns them into invoice-ready detail your team approves, so billing matches what you agreed to.

Payment portal

A way to pay that doesn’t need chasing

For residential and small-commercial customers, a hosted portal where they see what they owe, pay by ACH or card, and update a failed card themselves — with payment applying itself to the right invoice on the way in.

Every AR workflow. One platform.

A multi-site HVAC platform running eighteen sites turned AR over to the agent — and kept adding sites without adding AR headcount.

See customer stories

~$6.4M

In working capital released

DSO down 13% across the platform, from 86.5 days to 74.9 — and the best single site cut 117 days off its own.

Works with what you already run

The agent connects to the platforms your branches already run, reads open invoices, and posts cash application straight to your ledger. Payments and remittance come from your bank and lockbox, in whatever format they arrive. Running something we haven’t seen? That’s a conversation, not a dealbreaker.

View integrations

The ones that come up first, almost every time.

No. Each brand keeps the platform it runs on, and the agent works across all of them into one AR process, posting back to whichever ledger they roll up into. Adding the next acquisition means connecting it, not migrating it.

Start with your newest acquisition

The one still on its own system, with the portal logins nobody has written down yet. Bring it to the call and we’ll walk through what running AR across it would actually look like.

Book a demo

Every acquisition arrives with its own system

The invoice can’t get paid until the paperwork clears