Keep project managers ahead of appointments missing POs
Keep project managers ahead of appointments missing POs
Project managers miss customer purchase orders for upcoming appointments, creating billing gaps. Notifications flag missing POs and add them to invoice notes so accounting can secure POs.
Overview
Project managers risk billing gaps and unauthorized work when appointments start without customer purchase orders. This workflow flags upcoming appointments, appends PO details to invoice summaries, and alerts accounting so POs are secured before work proceeds. Project teams report faster PO resolution and fewer billing exceptions.
Notable Features
- Detect appointments five days ahead
- Notify accounting of missing POs
- Append PO notes to invoices