Create billing projects and clients from signed SOWs
Create billing projects and clients from signed SOWs
Signed SOWs on your board require manual client and project setup, causing billing and time-tracking delays. It creates records automatically so teams can start time tracking same day.
Overview
Manual project provisioning after a signed SOW creates billing and time-tracking gaps that delay invoicing. This flow creates client and project records and triggers onboarding sub-workflows so billing and project teams can begin time tracking the same day.