Consumer services associates capture handyman invoice payment links
Consumer services associates capture handyman invoice payment links
Operations associates lose payment links in handyman invoice emails, letting unpaid jobs fall out of billing. This workflow captures links and attaches them to job records so billing surfaces balances.
Overview
Uncaptured payment links let unpaid jobs slip from billing and slow collections for consumer services operations associates. This workflow surfaces those links by attaching them directly to job records, eliminating manual lookups and creating a clear audit trail so billing can find outstanding balances and expedite collections.
Notable Features
- Extract payment links from emails
- Attach links to job records
- Notify operations and billing