Business owners keep ops billing and completion aligned
Business owners keep ops billing and completion aligned
Business owners lose invoicing accuracy when completed jobs don't update the ops spreadsheet, causing billing delays. It marks jobs paid and finished so billing invoices without manual updates.
Overview
Manual gaps between operations and billing cause invoicing delays and reconciliation headaches. This workflow ensures job-complete events update your operations spreadsheet and flag jobs as paid and finished, eliminating manual updates and giving billing one reliable source of truth. Expect faster handoffs and zero missed status updates.
Notable Features
- Mark spreadsheet rows as paid
- Set finished status on completion
- Notify billing and ops on update