PR-2024 · Live
Dispute Guard
When a customer disputes a charge, the proof is already assembled. Job discussion, approvals, and checklist evidence are pulled into a ready-to-send packet so disputes can be resolved quickly without chasing the field team.
The promise
When a customer disputes a charge, the AR Specialist doesn't spend the next hour tracking down the technician and piecing together what happened. The proof is already assembled and ready to go.
How it works
The path from input to value.
- 01
Evidence is assembled at job close
When a job closes, the platform pulls together the technician's job discussion, captured approvals, and checklist evidence into a single structured record tied to the job.
- 02
The dispute packet is ready instantly
When a customer disputes a charge, the AR Specialist opens the job and the evidence packet is already there. There's no calls to the field and no document hunting required.
- 03
The response is drafted from a template
A dispute response is drafted using the configured template and tone, with the relevant evidence referenced. The AR Specialist reviews and sends.
- 04
Escalation approvals are routed where needed
For disputes that require sign-off before a response goes out, the platform routes the escalation to the configured approver automatically.
The day before. The day after.
Same moments. Lived differently.
Customer calls to dispute a chem charge from last month's visit. AR Specialist opens the job record. The tech's notes say 'added chemicals.' No specifics.
10:00 AMCustomer calls to dispute. AR Specialist opens the job. Evidence packet is already there: tech's checklist, captured approval, quantities logged at the time.
10:00 AMBefore
Customer calls to dispute a chem charge from last month's visit. AR Specialist opens the job record. The tech's notes say 'added chemicals.' No specifics.
After
Customer calls to dispute. AR Specialist opens the job. Evidence packet is already there: tech's checklist, captured approval, quantities logged at the time.
Calls the technician. Voicemail. Sends a text. No reply for two hours.
10:15 AMDraft response surfaced from the configured template with the relevant evidence referenced. AR Specialist reviews and adjusts.
10:15 AMBefore
Calls the technician. Voicemail. Sends a text. No reply for two hours.
After
Draft response surfaced from the configured template with the relevant evidence referenced. AR Specialist reviews and adjusts.
Tech calls back. Recalls the visit but cannot confirm the exact quantities. AR Specialist pieces together a partial explanation to send to the customer.
12:30 PMResponse sent. Evidence attached. Customer receives a clear, documented answer within fifteen minutes of calling.
12:30 PMBefore
Tech calls back. Recalls the visit but cannot confirm the exact quantities. AR Specialist pieces together a partial explanation to send to the customer.
After
Response sent. Evidence attached. Customer receives a clear, documented answer within fifteen minutes of calling.
Customer is not satisfied with the partial answer. Threatens chargeback. AR Specialist escalates to the Controller without a clean evidence chain.
1:00 PMCustomer satisfied. No escalation. AR Specialist moves on.
1:00 PMBefore
Customer is not satisfied with the partial answer. Threatens chargeback. AR Specialist escalates to the Controller without a clean evidence chain.
After
Customer satisfied. No escalation. AR Specialist moves on.
What it doesn’t do
The edges we drew on purpose.
A product that tries to do everything ends up doing nothing well. Here’s what we left out, and why we don’t feel bad about it.
- ×Does not send dispute responses without AR Specialist review.
- ×Does not process refunds or adjust invoices, those actions remain with the billing team.
- ×Does not handle chargebacks or payment processor disputes directly.
- ×Does not replace legal counsel for disputes that escalate beyond standard resolution.