TABS CASE STUDY
ServiceUp transforms high-volume repair invoicing with Tabs
ServiceUp, a vehicle repair management platform, needed a way to manage an overwhelming volume of repair orders and invoicing. With a small finance team, manual processes were slowing down collections and impacting efficiency. Tabs provided automation, streamlining ServiceUp’s invoicing workflows and enabling scale without adding headcount.
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About ServiceUp
ServiceUp is an all-in-one repair platform designed to streamline and optimize vehicle repair management for large fleets and insurance carriers. The platform offers a seamless, end-to-end solution that allows fleet operators to efficiently track, coordinate, and manage all repairs in one place. Customers have the flexibility to either oversee repairs directly through the platform or leverage ServiceUp’s full-service model, where the company handles the entire repair process, including vendor coordination, repair approvals, and claims management. By simplifying repair workflows and reducing downtime, ServiceUp helps businesses maintain operational efficiency and cost control.
Backed by Tiger Global, Chaos Ventures, Hearst Ventures, and Trestle, ServiceUp has raised over $20M in Series A funding to transform vehicle repair management. With a growing team of 50 employees, including a small but mighty finance team of two, the company is rapidly scaling while staying committed to delivering the best repair experience in the industry.
Life Before Tabs
Before implementing Tabs, ServiceUp’s finance team struggled with invoicing due to the high volume of repair orders. Their small team relied on QuickBooks Online (QBO) to manually itemize invoices, with some containing over 10 line items per repair order. The manual process caused significant challenges:
- Time-consuming workflows: It took 4-5 days to generate and send invoices, delaying collections.
- Volume overload: The sheer number of repair orders made it impossible for a small team to keep up.
- High risk of errors: Manually entering invoice details increased the likelihood of mistakes.
- Limited scalability: As ServiceUp grew, the invoicing process became a bottleneck.
“We couldn’t keep up with the volume of repair orders closing. Manually creating invoices became impossible.” - Caitlyn Murdick, Accounting Manager
Why Tabs?
ServiceUp knew it needed a way to automate invoicing, but finding the right solution wasn’t easy. With invoices that varied significantly in format and structure, most tools required extensive manual adjustments. That’s when they discovered Tabs. Unlike other options, Tabs could read, ingest, and process non-standard invoices and contracts seamlessly, making it the obvious choice.
From the moment they implemented Tabs, the impact was apparent. Tabs made invoicing 5x faster, reducing processing time from 4-5 days to just 24 hours. The efficiency gains allowed ServiceUp to double its invoice volume without adding headcount. Tabs’ flexibility in customer billing meant different rules could be configured for each client, eliminating tedious manual work and ensuring accuracy every time.
“Tabs was the easiest transition for us. It was a no-brainer.” - Caitlyn Murdick, Accounting Manager
The journey to full adoption happened quickly. Within just 1.5 months, they started onboarding customers, and by the 3-4 month mark, Tabs had fully taken over the invoicing workflow.
The Tabs team provided hands-on guidance, breaking down the process to make implementation straightforward and effective. Meanwhile, Customer Support’s fast response times, always within 24 hours, ensured that any issues were resolved quickly, allowing ServiceUp to keep operations running smoothly.
Life With Tabs
Tabs fundamentally changed how ServiceUp manages its financial operations. Key improvements include:
- Invoice turnaround time reduced from 4-5 days to 24 hours.
- Doubled invoice volume without additional hires.
- Custom billing rules for different customers, allowing tailored invoicing methods.
- Kanban view for workflow tracking, with reminders for sensitive customers.
- Confidence in accuracy: Every invoice is now captured and processed without missed payments.
“Previously, we weren’t sure if every invoice was sent. Now, we’re positive they are.” - Caitlyn Murdick, Accounting Manager
Looking Ahead
With Tabs in place, ServiceUp has reclaimed valuable time and improved invoicing accuracy. In the short term, the company plans to use revenue forecasting within Tabs to predict upcoming payments. As ServiceUp continues to scale, customer-level reporting will become a focus to enhance financial insights.
Tabs has not only improved efficiency but also transformed ServiceUp’s approach to invoicing, collections, and financial management—positioning them for continued growth.
“We absolutely love Tabs. It’s given us so much time back and the flexibility we need.” - Caitlyn Murdick, Accounting Manager
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“There are a million platforms that help you manage spend, but Tabs is unique in that it actually helps me get the company’s money faster. ”
Alan Federman, VP of Finance, Canvas