Archive paid customers and remove them from route sheets
Archive paid customers and remove them from route sheets
You keep inactive clients in routing sheets after payment, which causes wasted trips and confusing technician routes. Archive paid customers and remove their rows so schedules are accurate same day.
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Overview
When invoices move to paid, operations should not still see those clients on daily routes. This flow archives paid clients, removes their rows from routing sheets, and sends the updated route file and SMS alerts so technicians and dispatchers have accurate schedules same day.