Skip to content
Create dated client folders for detailers before final invoicing

Create dated client folders for detailers before final invoicing

Your client job events arrive with photos and notes unfiled, causing invoicing delays and slow handoffs. Create dated client folders with before and after subfolders so billing and crews access files before the next billing run.

Create dated client folders for detailers before final invoicing

Workflow preview:

Zap details:

Create dated client folders for detailers before final invoicing