Collect Restoration Invoices Faster with QuickBooks + AI
Your AI agent handles deductible collection and insurance invoice follow-up — synced directly to QuickBooks so your books stay current.
How It Works
Restoration billing is complex: homeowner deductibles, insurance direct pay, and supplements all land in QuickBooks at different times. Your AI agent monitors all outstanding items and handles follow-up for each type appropriately.
Automated Workflows
- 1
Homeowner deductible reminder on job completion with payment link
- 2
Insurance carrier payment follow-up for direct-pay jobs
- 3
Supplement approval follow-up with documentation reference
- 4
Split-invoice tracking when homeowner and insurance each owe a portion
- 5
30-day overdue escalation to your billing coordinator
Data Flows
What moves between QuickBooks and your AI agent — and when.
- →Job completion in JobNimbus/Xactimate → QuickBooks invoice created → agent notified
- →Agent sends deductible reminder → customer pays → QuickBooks updated
- →Insurance payment received → QuickBooks reconciled → agent confirms to homeowner
Setup Overview
Connect QuickBooks and your job management software (JobNimbus, Xactimate, or custom). The agent distinguishes homeowner vs. insurance invoices and handles each with the appropriate message. Setup takes 45 minutes.
More Restoration Integrations
Xactimate
The industry-standard insurance estimating software used by restoration contractors and adjusters.
JobNimbus
CRM and project management platform popular with roofing and restoration contractors.
Encircle
Field documentation platform for restoration contractors — photos, sketches, and contents documentation.
Connect QuickBooks to Your AI Agent Today
Set up your QuickBooks integration in under 30 minutes. No technical skills required.