A growing HVAC company with a billing bottleneck

Just Right Mechanical, a 9-person HVAC company, was growing — but its back office couldn't keep up. With a part-time office manager leaving and a VA handling misc. admin, billing and AR lacked ownership.

Invoices were delayed, follow-ups were reactive, and cash flow visibility was limited — so money was moving slower than it should.

Three cracks in the foundation

No Clear Billing Ownership

A part-time office manager and a VA split responsibilities, but neither had full accountability for invoicing accuracy, timing, and collections.

Delayed & Inconsistent Invoicing

Jobs were completed without invoices going out immediately. Invoices sat. Follow-ups were manual. Reminders were inconsistent.

Weak Account Receivables Visibility

The team didn't have tight tracking around what was billed, what was outstanding, what needed follow-up, and how long invoices were taking to get paid.

One team.
Full ownership. Immediate impact.

WorkHero stepped in with a dedicated office operations team that took complete ownership of billing, invoicing, and collections — from day one.

Invoices stopped sitting unissued
Follow-ups became consistent
Payment timelines shortened
Billing became predictable
Cash flow visibility improved

"We increased invoice volume by over 750% in one month and are getting paid significantly faster. The difference has been consistent follow-ups and ownership of collections."

Michael

Just Right Mechanical

See if WorkHero is right for you

WorkHero hires the top 1% of HVAC office managers
+50 years of combined HVAC experience
Scaled 1–5 truck shops 3–4×
50% faster payments with consistent collections
60% cost savings compared to in-house staff
Average time savings of 20 hours per week
92%
Customer satisfaction
by HVAC owner customers
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