Finance directors: send signed handovers to clients, admins
Finance directors: send signed handovers to clients, admins
Finance directors at construction firms lose signed handovers in email, delaying client billing and jeopardizing project closeout. Send signed checklist to admins and clients so next steps proceed.
Overview
Missed handover confirmations slow client billing and risk project closeouts for construction firms. This workflow delivers every signed checklist and job summary to internal admins and clients, eliminating follow-up gaps so operations and finance can proceed with confidence. Finance leaders get cleaner invoicing inputs and zero missed confirmations.
Notable Features
- Attach signed checklist to emails
- Notify admins and client contacts
- Save copy to project drive