Construction IT co-founder: set provisional payment due dates when expected close changes
Construction IT co-founder: set provisional payment due dates when expected close changes
Construction IT co-founders lose billing visibility when expected close dates change, risking project cashflow. It sets a provisional payment due date seven days later and notifies sales and ops so payment timelines are clear.
Overview
Construction projects slip into billing gaps when close dates move and payment dates aren't tracked. This workflow sets a provisional payment due date and alerts sales and operations, ensuring payment timelines are visible and reducing missed billing follow-ups.
Notable Features
- Set provisional payment due date
- Notify sales and operations automatically
- Allow manual confirmation or override