For locksmith owners: never miss rekey invoice items

Owners processing new job orders miss 'rekey' mentions, causing key-cut and rekey charges to be omitted from invoices. Alerts notify the admin so billing adds line items before invoicing.

Overview

Owners risk missing billable rekey work when job notes are overlooked, causing incomplete invoices and post-bill corrections. This workflow routes any new job mentioning "rekey" to your admin and billing queue, ensuring required key-cut and rekey line items are added before invoicing and protecting captured revenue.

Notable Features

Notify admin on rekey mentions
Add billing line item reminder
Flag job for invoice review