Create scheduling items from authorised invoices for service lines
Create scheduling items from authorised invoices for service lines
Authorised invoices without tasks leave your schedulers unable to book services or confirm resources. Create bill-linked work items so coordinators can schedule delivery the same day.
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Overview
Stop manual handoffs between finance and operations by turning authorised invoices into schedule-ready tasks. Coordinators receive bill-linked items in the operations board within minutes, enabling same-day scheduling and fewer missed service windows.