For senior video technicians: create expiring payment links per job

Senior video technicians lose billable jobs when follow-up payments aren't attached to job records, creating revenue and ops headaches. Attach secure expiring payment links so finance tracks charges.

Overview

Missed or hard-to-find payment links stall job close and create reconciliation headaches for consumer services finance. This workflow generates secure, expiring payment links from follow-up forms and pins them to the job record, transforming billing handoffs and removing manual chasing. Finance gets cleaner audit trails and fewer follow-ups to manage.

Notable Features

Create expiring payment links
Attach links to job records
Notify finance and operations