Receivables
Stop letting unpaid invoices disappear.
A live accounts receivable workspace — aging buckets, overdue detection, per-customer exposure, and a full activity timeline — so balances never age silently and write-offs stop being a surprise.
A live accounts receivable workspace — aging buckets, overdue detection, per-customer exposure, and a full activity timeline — so balances never age silently and write-offs stop being a surprise.
- Roofing companies
- HVAC companies
- Plumbing companies
- Electricians
- Landscapers
- General contractors
- How the feature works
- Who it's built for
- How it connects to the rest of URBLD
- FAQs and related pages
- One connected record across CRM, jobs, and billing
- AI receptionist and follow-up built in
- Field, office, and AI on the same thread
- Trade-specific workflows, not a generic CRM
- E-signature, PDF, and payments included
- Replaces 6+ disconnected tools
What is accounts receivable management in URBLD?
URBLD turns outstanding invoices into a live operational view: aging buckets, overdue detection, per-customer exposure, a working overdue queue, and an append-only AR activity timeline — all linked back to the originating invoice, customer, and job. The point isn't to produce a report; it's to stop revenue from quietly disappearing.
Most contractors don't lose money because they can't sell. They lose it because invoices go out, age quietly, and end up written off six months later. By the time someone runs an aging report, the relationship is cold and the balance is uncollectable.
URBLD treats receivables as live operations — not a month-end report. Aging is computed continuously, overdue invoices surface in a working queue, and every customer's exposure is ranked so you know who to call before they go silent.
See who owes what — and how late
Outstanding receivables broken into five aging buckets — Current, 1–30, 31–60, 61–90, and 90+ days. Overdue invoices flag automatically as soon as they cross the line, so balances never age silently in a spreadsheet.
Aging Report
Outstanding · $35,600Current
8 invoices
$18,200
1–30 days
5 invoices
$12,400
31–60 days
2 invoices
$3,800
61–90 days
1 invoices
$1,200
90+ days
0 invoices
$0
A receivables workspace, not a static report
Live aging, not a month-end run
Five aging buckets (Current, 1–30, 31–60, 61–90, 90+) recompute as invoices age. No exports, no reconciling — what you see is the truth right now.
Overdue detection that surfaces
Invoices flag the moment they cross their due date and land in a working overdue queue sorted by days late. Nothing waits for someone to remember to look.
Per-customer exposure ranking
Every customer with an open balance is ranked by total outstanding, with open invoice count, oldest unpaid date, and last payment date — so you know where the risk is concentrated.
Append-only AR activity timeline
Payments, partial payments, overdue flags, status changes, and reminder activity are logged per organization. Audit-ready, accountant-ready.
Linked to the operational record
Every receivable carries the invoice, customer, and (where applicable) the job it belongs to. Open the customer or the job and the balance, history, and exposure come with it.
Built to reduce write-offs
The whole module exists for one reason: catch slipping balances early enough to actually collect them — before they become uncollectable.
Today vs. on the roadmap
We hold a hard line between what ships and what's coming. No marketing drift.
Shipped today
- · Live 5-bucket aging report
- · Real-time outstanding, overdue, due-this-week, and collected-this-month KPIs
- · Customer balances ranked by exposure
- · Overdue queue with days-overdue and partial-payment status
- · Append-only AR activity timeline
- · Search by customer/invoice and filter by status
- · Linked to invoices, customers, and jobs
On the roadmap
- · One-click email and SMS payment reminders
- · Automated reminder cadences and escalation rules
- · Customer portal payment history
- · AI Follow-Up integration for overdue recovery
- · Collections workflow and team accountability views
Real Results
5 buckets
Aging segmentation
Real-time
Outstanding & overdue tracking
0
Surprise write-offs
Per-customer
Balance & risk view