Business owner: get notified when insurance jobs complete

Business owners lose final payments when new insurance jobs reach 'Job Completed' unnoticed. Alerts send payment requests to the billing lead so finance can collect final payments.

Overview

Missed final invoices create cashflow headaches for business owners who must chase payments manually. This workflow routes 'Job Completed' updates for new insurance jobs straight to the billing lead and logs the notification, eliminating manual monitoring. Customers report faster payment outreach and fewer missed follow-ups.

Notable Features

Notify billing lead instantly
Filter completed new insurance jobs
Include job and customer details