Help project managers start work when invoices arrive

Project managers find projects stuck in 'Quote' after invoicing, delaying starts and muddying ownership. Update status, priority and due date on invoicing, so ops start work with clear timelines.

Overview

Projects left in 'Quote' after invoicing create delayed kickoffs and unclear ownership for project managers. This workflow advances projects and applies priority and due dates as invoices are created, enabling operations to begin work promptly with accurate timelines. The result is fewer initiation delays, clearer accountability, and consistent handoffs between billing and delivery.

Notable Features

Advance projects from quote stage
Set priority and due date
Notify project managers and operations