Accounts Receivable Follow-Up Specialist
Works the aging list on the schedule you set, sends each reminder with what the payer needs, and logs every promise to pay.
The job nobody is doingSmall balances and paperwork that age unnoticed, because chasing happens after the last call of the day.
Nothing on this page is a record of work done. It is the standard this seat is built to, and every line of it is a term of the agreement you sign.
What it handles
Runs whenAn invoice reaching a step on your aging schedule.
HoursWeekly
What it works from
- Your aging list
- The invoice, the purchase order and the unit or job it belongs to
- The schedule and the tone you approve
What it produces
- A reminder at each step of your schedule, with a payment link
- Every promise to pay, logged against the invoice
- An escalation to a person where the rules say so
The number it is measured on
Invoices resolved, or correctly handed to a person.
What counts
- An invoice reminded on schedule
- A promise to pay logged against the invoice
- An account handed to the person you named, with the reason
What does not
- An invoice already settled in your books
- Any contact your rules put off limits
One number, agreed before anything is built, and reported on the same line every Friday. It is counted from the seat’s own log.
What it never does, and what it may.
The first list is written into your agreement and enforced by withholding the permission, not by an instruction. The second is every class of action a digital employee can hold, and where this seat stands on each one.
What stays human
Anything on the Human Line goes to the person you name, by name, and it says a human is coming.
Permissions
- Read
GrantedYour aging list, the invoices and the documents a payer asks for. - Prepare
GrantedThe reminder, the packet the payer needs, and the escalation note. - Send
On your approvalReminders to the payer, with a payment link. Proposed for approval for the first two weeks, then on your written yes. - Submit a form
NeverThe permission is not granted, so there is nothing to talk it around. - Purchase
NeverThe permission is not granted, so there is nothing to talk it around. - Book
NeverThe permission is not granted, so there is nothing to talk it around. - Cancel
NeverThe permission is not granted, so there is nothing to talk it around. - Negotiate
NeverThe permission is not granted, so there is nothing to talk it around. - Change an account
NeverThe permission is not granted, so there is nothing to talk it around.
It cannot grant itself a permission, and nothing it reads or is told can switch one on. Only a person changes this list, in writing.
How it starts, what it works inside, and how it ends.
The supervised start
BuiltAbout seven business days to build, from your Standing Orders.
First two weeksTwo weeks with no ability to send: it researches, drafts and proposes, and you approve every item.
After thatSending continues only on your written yes, and only inside the Standing Orders.
Read byA named person here reads its work, daily for the first two weeks and weekly after.
Works inside
Access is granted by you, per system, and can be withdrawn by you at any time.
Terms
BasisMonth to month.
ProbationThe first 30 days are probation: replaced at our cost, or released.
Ending itOne email ends it.
PriceA one-time placement fee and a flat monthly, quoted in writing for your actual job. No price on the site could be a quote, so we do not print one.
One page every Friday, and the scorecard behind it.
Both are shown here as the format they arrive in. There is no score on this page and no customer's numbers: this seat has not been placed, and a scorecard with figures in it would be a claim we cannot support. It fills from the seat's own log, from week one.
- Handled
- What it did this week inside your Standing Orders, counted against the measure.
- Handed to a human
- Every item it passed to the person you named, and why.
- Changed
- Anything added to the Standing Orders, and who approved it.
- Mistakes found and fixed
- What the week’s review caught, and what was corrected.
- Read by
- The person named in your agreement. Daily for the first two weeks, weekly after.
- Outcome success
- The measure above, counted from the seat’s own log.
- False positives
- Items it acted on that it should have left alone.
- Duplicates
- The same item worked twice.
- Unsupported claims
- Anything it stated that its sources did not support.
- Schedule reliability
- Work that ran when it was supposed to run.
- Review minutes
- Human minutes spent reviewing it that week.
On the roster as
This seat is one job. These are the roster roles it is built from, one per trade, with the scope each was researched against.
Home Services · Billing & CollectionsAccounts Receivable Follow-Up SpecialistSends reminders at seven, fourteen and thirty days with a payment link, and logs every promise to pay.
On the roster as Receivables Clerk until this seat was named.Auto Repair, Body & Tire Shops · Billing & CollectionsAccounts Receivable Follow-Up SpecialistSends fleet invoices with the purchase order and unit number attached, then works the thirty, forty-five and sixty day aging list.
On the roster as Fleet Billing Clerk until this seat was named.Another trade? The roster is every industry we have mapped so far, and the designer drafts a plan for any job you describe.
Start this seat, or tell us the one you need.
Describing the job gets you the seat in writing from a person here: what it handles, the number it's measured on, what it never does, who reads its work, and how it ends. Then a quote, also in writing. It does not start anything. Seats start a few at a time, because a named person here reads every action of each new one, daily, for two weeks.
Questions? Call or email — (346) 399-9996 · jimmy@myfoundingpartner.com