Skip to content
Log inSign up
Templates
Create work cards from authorised invoices with checklists

Create work cards from authorised invoices with checklists

Your authorised invoices leave installation and production tasks untracked. Coordinators get item-level task context to schedule installations and act same day.

Create work cards from authorised invoices with checklists

Overview

Invoices that require production work should become tickets automatically so coordinators stop hunting for install details. This links invoice details to your work board and delivers itemized checklists so teams can schedule and act same day.

Create work cards from authorised invoices with checklists