Construction business managers create job and finance folders
Construction business managers create job and finance folders
Construction business managers see billing setups and project folders missed when jobs are added manually. Creates accounting job records and matching project/financial folders so finance can bill.
Overview
Missing billing setups and scattered project folders create invoicing gaps and operational friction for small construction firms. This workflow provisions the accounting job and matching project/financial folders as jobs are created, eliminating setup gaps so finance can bill without chasing files. Business managers report faster handoffs and far fewer missed billing setups.
Notable Features
- Create accounting job records automatically
- Provision project and financial folders
- Link folders to job record