Portfolio review
We segment overdue invoices and stale estimates by age, value, status, and next best action.
Home Services Revenue Recovery · HVAC / Plumbing / Roofing
NexHaven follows overdue invoices, revives forgotten estimates, and keeps every next action visible—without adding another employee for you to manage.
A narrow, measurable first engagement
Before you spend another $20,000 buying leads, let us work the leads you’ve already paid for.
The pilot focuses on existing revenue opportunities, so value can be measured without handing over your entire office.
We segment overdue invoices and stale estimates by age, value, status, and next best action.
We use your approved voice, channels, policies, and escalation rules.
Every account receives a documented outcome, next action, and follow-up date.
You see recovered cash, reactivated opportunities, promises to pay, and blockers.
Built around your revenue cycle
One accountable human
Overdue invoice reminders, payment-status calls, promise-to-pay tracking, and unresolved-account escalation.
Structured follow-up on stale estimates and financing items, with clean dispositions, scheduled next actions, and escalation to your team.
CRM updates and weekly reporting that show recovered revenue, open opportunities, and work needing your decision.
After the pilot
A successful pilot can grow into ongoing Managed Revenue Operations. The first decision is simply whether a defined portfolio contains enough recoverable value.
1 · Revenue Recovery Pilot30-day, fixed-scope test
2 · Managed Revenue OperationsOngoing A/R, estimates, reporting, and customer follow-upFree assessment
Answer a few operational questions. We’ll return a focused recovery estimate and recommended first portfolio.