Building materials PMs: update tasks on invoiced jobs

Project managers at building materials firms miss invoiced-job emails, causing billing gaps and status delays. This updates the PM task and appends invoice comments so managers see current job status.

Overview

Project managers in building materials risk billing gaps and delayed handoffs when invoice emails are missed. This workflow attaches invoice details to the matching project task and appends an invoice comment, eliminating missing invoice records and making job status visible. The result: cleaner handoffs, fewer follow-ups, and a reliable audit trail for billing.

Notable Features

Update project task status
Append invoice comments to tasks
Notify project managers of missing tasks