Consumer services owners: capture unpaid completed jobs for collections
Consumer services owners: capture unpaid completed jobs for collections
Consumer services owners face completed jobs with no payment going unlogged, causing missed collections. It logs unpaid completed jobs into a timestamped spreadsheet so collections follow up promptly.
Overview
Unrecorded unpaid jobs create collection headaches and unclear job histories for small consumer services businesses. This workflow captures every unpaid completed job into a timestamped register and posts matching diary notes, ensuring collections have a single source of truth and follow up without manual hunting.
Notable Features
- Log unpaid jobs to spreadsheet
- Append timestamped diary notes
- Alert collections staff for follow-up