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For construction directors: Prevent unpaid install invoices

For construction directors: Prevent unpaid install invoices

Directors of operations see completed installs with balances, leaving revenue uncollected and cashflow exposed. Create follow-up tasks when balances appear so coordinators collect payment.

For construction directors: Prevent unpaid install invoices

Overview

Uncollected balances on completed installs drain cashflow and put small construction firms at risk. This workflow turns every completed job with a balance into an actionable payment task, giving directors clearer cashflow visibility and faster handoffs between ops and billing.

Notable Features

  • Create payment follow-up tasks
  • Notify ops coordinators immediately
  • Attach invoice and job summary

For construction directors: Prevent unpaid install invoices