Billing & collections · Pest control & environmental services
Every service invoiced, every dollar collected.
The treatment is done, but the job sheet still has to be confirmed and invoiced. Meanwhile overdue accounts age and a declined recurring card goes unworked.
The reality
Service done is not revenue collected.
Every completed treatment is an invoice waiting to be raised, but the technician's job sheet has to be confirmed, the right line items and recurring charges applied, and the invoice issued before billing even starts. Then overdue accounts build up — a 30-day that becomes a 60, a customer who needs a payment plan, a recurring account whose card declined — and chasing them is the work nobody gets to. Left alone, DSO creeps and write-offs grow.
The operator owns billing and collections end to end. It confirms service completion, issues the invoice, chases overdue accounts on a cadence, negotiates a payment plan where needed, and posts the receipt against the account when payment lands.
How the operator runs billing & collections
Invoice INV-5520 · Issue
invoicing- Service confirmed — job sheet signed
- Line items + recurring charge applied
- Invoice issued — net 15
01Confirm and invoice
Confirms service completion from the job sheet, applies the right line items, and issues the invoice.
Account AR-118 · Collections
chasing- Aged 30 days — first reminder sent
- Aged 45 days — second notice
- Aged 60 days — escalating
02Chase overdue
Tracks aging accounts and runs the dunning cadence, escalating each overdue invoice on schedule.
Account AR-118 · Settle
posting- Payment plan agreed — 3 instalments
- First payment taken
- Receipt posted — balance updated
03Settle and post
Negotiates a payment plan where needed, takes payment, and posts the receipt against the account.
The outcome
−60% of billing-and-collections work off the team
Every service invoiced and collected.
- No completed visit sits un-invoiced — job-done turns into a bill the same day
- Overdue accounts chased on a cadence instead of when someone remembers
- Payment plans agreed and receipts posted, so the ledger ties out
Common questions
Billing & collections
- What does the Billing & collections operator do?
- The operator owns billing and collections end to end. It confirms service completion, issues the invoice, chases overdue accounts on a cadence, negotiates a payment plan where needed, and posts the receipt against the account when payment lands.
- What impact does the Billing & collections operator have?
- −60% of billing-and-collections work off the team. Every service invoiced and collected.
- How does the Billing & collections operator work?
- Confirms service completion from the job sheet, applies the right line items, and issues the invoice. Tracks aging accounts and runs the dunning cadence, escalating each overdue invoice on schedule. Negotiates a payment plan where needed, takes payment, and posts the receipt against the account.
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