Open balances the agent can organize
- Final job invoices
- Change orders
- Service tickets
- Recurring maintenance balances
- Failed payments or expired cards
- Payment-plan requests
For contractors and local service businesses
You finished the job. Let the AI recovery employee follow up on the balance.
Payment Recovery Agent helps service businesses keep open invoices, final balances, failed payments, and change orders moving without making the owner or office manager chase every customer manually.
Set the rules once. The agent follows up in the background until the balance is paid, escalated, or resolved.
Built for invoice-based local service work
This lane is for businesses where the work gets done first and the balance still needs professional, consistent follow-up afterward.
Remodelers and general contractorsRoofers, HVAC, plumbers, and electriciansLandscaping, pool service, and maintenance companiesFence, flooring, painting, concrete, and epoxy teamsPressure washing, junk removal, restoration, and commercial cleaning
Where money gets stuck
The gap is usually after the work is complete.
Local service teams are busy selling, scheduling, servicing, and finishing jobs. Payment follow-up often becomes an after-hours task for the owner or a low-priority admin task that slips into next week.
What happens in the free Payment Recovery Review
Find the open-balance queue
We look at the balances that are already sitting there: final invoices, service tickets, change orders, failed payments, or recurring service balances.
Prioritize what gets worked first
The agent ranks balances by amount, age, payment path, customer sensitivity, and likelihood of getting a response.
Set the rules once
Your tone, cadence, payment methods, payment-plan policy, and escalation triggers are configured before anything goes live.
Run the follow-up in the background
Payment Recovery Agent keeps the follow-up moving, logs every step, and brings unusual or sensitive cases back to a human.
Example local service queue
A simple review can show the first balances worth working.
For example, a home service company might have $27,850 across 18 open balances: final invoices, service-plan balances, change orders, failed payments, and a few sensitive accounts that should go back to the owner.
18 open balances sorted into routine follow-up, payment-link reminders, failed-payment recovery, explanation-needed accounts, and human escalations.
Professional follow-up without damaging customer relationships
- Not built for aggressive collections or pressure tactics
- Disputes, unhappy customers, VIP accounts, hardship, legal threats, and large balances can escalate to a human
- Every touch is logged so the owner or office manager can see what happened
- SMS and email outreach require proper business authorization and opt-out handling
Want to see what the agent would recover first?
Bring a small sample of open balances or use our example queue. We will show what Payment Recovery Agent would prioritize, what it would send, and what would be escalated before a live pilot.