Business owners keep job billing accurate and current
Business owners keep job billing accurate and current
Business owners miss invoice triggers and billable-hour flags when job records change manually, risking billing disputes. It fixes records and flags in real time so owners invoice correctly.
Overview
Business owners risk missed invoices and billing disputes when job records aren't kept current. This workflow keeps your job masterlist and invoiced/billable flags correct, eliminating missed invoices and creating a clear billing trail. Teams report fewer manual billing corrections after deploying similar automations.
Notable Features
- Detect job changes and evaluate
- Set invoiced flag based on criteria
- Populate billable hours from lookup