PR-5724 · Live
Dispute Guard
When a customer disputes a charge, the proof is already assembled. Dispute Guard pulls the job discussion, the captured approvals, and the checklist evidence into a ready-to-send packet the moment a job closes. So a dispute can be resolved quickly without chasing the field team. When the call comes in, the Accounts Receivable Specialist opens the job, reviews the drafted response, and sends it with the evidence attached.
The promise
When a customer disputes a charge, the Accounts Receivable Specialist does not spend the next hour tracking down the technician and piecing together what happened. The proof is already assembled and ready to go. They open the job, review the drafted response, and send a clear, documented answer the same day the dispute comes in.
How it works
The path from input to value.
- 01
Evidence is assembled at job close
When a job closes, Dispute Guard pulls together the technician's job discussion, the captured approvals, and the checklist evidence into a single record tied to the job. This runs on every closed job to ready the packet in advance.
- 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. No calls to the field, no document hunting. The dispute is the moment the value lands, and a disputed Job is what Dispute Guard meters.
- 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, Dispute Guard routes the escalation to the configured approver automatically.
The day before. The day after.
Same moments. Lived differently.
A customer calls to dispute a chemical charge from last month's visit. The AR Specialist opens the job record. The technician's notes say 'added chemicals.' No specifics.
10:00 AMThe customer calls to dispute. The AR Specialist opens the job. The evidence packet is already there: the tech's checklist, the captured approval, and the quantities logged at the time.
10:00 AMBefore
A customer calls to dispute a chemical charge from last month's visit. The AR Specialist opens the job record. The technician's notes say 'added chemicals.' No specifics.
After
The customer calls to dispute. The AR Specialist opens the job. The evidence packet is already there: the tech's checklist, the captured approval, and the quantities logged at the time.
They call the technician. Voicemail. They send a text. No reply for two hours.
10:15 AMA draft response is surfaced from the configured template with the relevant evidence referenced. They review it and adjust the wording.
10:15 AMBefore
They call the technician. Voicemail. They send a text. No reply for two hours.
After
A draft response is surfaced from the configured template with the relevant evidence referenced. They review it and adjust the wording.
The technician calls back. They recall the visit but cannot confirm the exact quantities. They piece together a partial explanation to send to the customer.
12:30 PMResponse sent, evidence attached. The customer has a clear, documented answer within fifteen minutes of calling.
12:30 PMBefore
The technician calls back. They recall the visit but cannot confirm the exact quantities. They piece together a partial explanation to send to the customer.
After
Response sent, evidence attached. The customer has a clear, documented answer within fifteen minutes of calling.
The customer is not satisfied with the partial answer and threatens a chargeback. They escalate to the Controller without a clean evidence chain.
1:00 PMCustomer satisfied. No escalation. They move on to the next account.
1:00 PMBefore
The customer is not satisfied with the partial answer and threatens a chargeback. They escalate to the Controller without a clean evidence chain.
After
Customer satisfied. No escalation. They move on to the next account.
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.
- ×Sends no dispute response without AR Specialist review.
- ×Processes no refunds and adjusts no invoices; those actions stay with the billing team.
- ×Handles no chargebacks or payment processor disputes directly.
- ×Replaces no legal counsel for disputes that escalate beyond standard resolution.