Getting paid
Open invoices, collected. Collect unpaid HVAC invoices and recover your receivables
Scout helps HVAC shops collect unpaid invoices by texting customers reminders, which can include a secure link to pay, depending on your payment setup. You choose which past-due balances to follow up on and approve the list and messages before Scout sends them.
App screens show an example shop.
The problem
The job's done. Why is the invoice still open?
An unpaid invoice leaves your office with another job: check the balance, contact the customer and keep track of the reply.
Scout fixes that.
Scout works from the open invoices in ServiceTitan, Housecall Pro or FieldEdge and sends that reminder for you.
Step by step
How Scout does it
Find what's past due
Scout lists unpaid invoices by how many days late they are and how much is owed.
You approve
Check the recipients, exclusions and texts, then approve the follow-up.
A pay link by text
Texts can include a secure link to pay, depending on your payment setup.
Reminders, spaced out
Reminders are spaced out over a few weeks by default.
Balance checked first
Before every reminder, Scout looks at the balance again.
End the reminders
Texts stop once they pay or reply.
Your call
What you control
- For ServiceTitan shops, pay-link payments go into your own Stripe or Square account.
- You edit the wording and the spacing of the reminders.
- Tell Scout a customer paid by check and it marks the invoice paid in Scout.
On their phone
From a text to paid.
When your payment setup includes a pay link, the customer pays from their phone, straight from the text.
Proof
Receivables recovered at Perfect Heating
Perfect Heating: $82k+ in receivables recovered, by the shop's count.
Results vary by shop.
Read Perfect Heating's storyWhich unpaid invoices does Scout go after?
Scout uses the minimum age and amount you set for each unpaid invoice. For example, you can ask for accounts more than 30 days past due and remove anyone your office wants to contact personally.
What happens when a customer texts back about the bill?
Scout answers a billing reply in the customer's text conversation. Your office can read the exchange in Scout's inbox and take over to handle the question personally.
Can I change the invoice follow-up schedule?
Yes. You set the timing in Scout Chat and can adjust the days between messages to suit your shop. Ask to see the proposed outreach before approving it.
How can I check what Scout collected?
Scout reports the dollars recovered from invoice outreach. You can also ask Scout Chat what was sent to a customer and see the source, so your office can check the conversation behind a payment.
Look up invoice outreach in Scout ChatSee what's sitting in your book.
We'll walk through how Scout gets jobs booked and invoices paid.
