Keep sales ops and finance aligned after job approval

Sales ops miss billing when approved jobs go unflagged, causing missed deposits and revenue gaps. Instant alerts notify finance & billing so deposit invoices start promptly and delays stop.

Overview

Missed deposit invoices create revenue gaps and frustrate finance teams. This workflow routes every approved job to finance and billing with job details and a draft invoice or billing task, ensuring invoices are started promptly and audit trails are recorded.

Notable Features

Notify finance and billing instantly
Create billing task or draft invoice
Attach job details and audit record