Facilities services GMs: spot closed jobs with balances
Facilities services GMs: spot closed jobs with balances
General managers in facilities services miss closed jobs with outstanding balances, causing aged invoices and dispute risk. Alerts flag issues so finance prioritizes collection and reconciles accounts.
Overview
Facilities services risk cashflow and customer disputes when closed jobs still show balances. This workflow routes every exception to finance and operations and creates follow-up tasks, ensuring invoices don't age and reconciliation happens reliably.
Notable Features
- Detect closed jobs with balances
- Alert finance and operations staff
- Create follow-up collection tasks