Business owners: keep paid job records up to date
Business owners: keep paid job records up to date
Business owners risk missed follow-ups and billing gaps when paid-job details don't reach operations. It sends paid-job and customer details to your job system so ops can begin post-payment review.
Overview
Missed follow-ups and invoicing gaps hurt revenue and customer experience. This payment-to-job sync ensures paid-job and customer records flow into your job-management system so operations can begin post-payment review without manual handoffs. The result is faster handoffs and fewer invoicing mistakes, protecting customer relationships.
Notable Features
- Create job records in system
- Format payment and contact fields
- Notify operations of paid jobs