Create invoices and schedule transport jobs from forms
Create invoices and schedule transport jobs from forms
Your trip intake forms need manual pricing and separate scheduling, stalling billing and delaying drivers. It creates the invoice and a calendar job so billing and dispatch align same day.
Workflow preview:
Zap details:
Overview
Stop manual pricing and split processes that fragment trip operations. This flow turns each intake into a billable invoice and a scheduled job, giving program coordinators and billing staff aligned records by the same business day.