Keep service records billing-ready for business owners

Business owners see 'Date served' edits leave records inconsistent, causing missed invoices. This updates status to served or not served when the date changes, ensuring billing-ready records.

Overview

Inconsistent 'Date served' edits create billing gaps and manual reconciliation headaches for business owners. This workflow makes every service record billing-ready when dates change, eliminating manual status fixes and giving billing and operations a single, auditable source of truth.

Notable Features

Set status on date change
Map outcomes to status variants
Notify billing on status changes