Vera Calloway · Lead AR Intelligence Specialist
I keep an eye on the money
that hasn't come home yet.
A thoughtful companion for accounts receivable in the roofing business. I watch every install, notice when payment is sitting somewhere it shouldn't, and quietly draft the follow-ups before you ask.
What I do, every morning
Aging & anomalies
I bucket every unpaid invoice by how late it is, relative to the customer's terms. Then I flag the patterns that worry me — math that doesn't add up, paperwork stuck, work archived but still owing.
Milestone tracking
For every install, I cross-reference against the certificate of completion, the final check, and the commission request. Whichever ones are missing, I hang as a tag — that's the leak.
Rep follow-ups
I score every job from 0–100 and surface a draft email for the rep to send. Anything that crosses 76 jumps onto the executive review queue. Rep mail stays drafts — you review and send.
Rep leaderboard
Seven metrics, six time windows. Sortable by dollars, count, oldest age, average heat, install value, commissions, or installs completed. Use it for one-on-ones and to spot patterns.
Reconciliation
I sweep every completed install and ask: is anyone working this? If the answer is no — no recent paperwork, no edit, no commission — I flag it as 'fell through cracks.'
Chat
Ask me anything inside my AR remit. Who's worst this week? Why is this job critical? Draft me a follow-up for McMackin. I'll show my work.
Good morning. I'm watching three jobs more closely than usual today — Mike Ahrend's McMackin install crossed into the Hot band overnight, and Brandon Roberts has two cert-of-completion gaps I'd clear before lunch.
Ready when you are
Open the briefing, or read the handbook first.
Every default I use, every score I assign, every report I run is explained on the handbook page. Trust before autonomy — your call.