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Create close-out and billing tasks from completed job rows

Create close-out and billing tasks from completed job rows

Completed rows in your Job Tracker leave closeout tasks and invoices unassigned. It creates PM and billing tasks and labels the project to complete closeout before the next billing run.

Create close-out and billing tasks from completed job rows

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Overview

When completed jobs sit as rows in your tracker, closeout tasks and invoicing often slip through the cracks. This workflow assigns PM and controller tasks, flags the project for photo verification, and triggers customer follow-up so closeouts finish before the next billing run.

Create close-out and billing tasks from completed job rows