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Create follow-up tasks for client vs pro payment discrepancies

Create follow-up tasks for client vs pro payment discrepancies

Your progress payments sometimes mismatch between client approvals and contractor requests. It creates CRM follow-up tasks so coordinators fix mismatches before billing, so invoices go out on time.

Create follow-up tasks for client vs pro payment discrepancies

Overview

When daily payment mismatches sit unresolved, billing stalls and customer trust erodes. This workflow turns nightly discrepancy detection into owner-assigned CRM tasks that your coordinators can act on the same day, keeping invoices accurate ahead of the next billing run.

Create follow-up tasks for client vs pro payment discrepancies