Notify team when job moves to invoicing channel
Notify team when job moves to invoicing channel
Your invoicing-stage jobs lack clear alerts, so billing staff miss handoffs and insurance paperwork sits unprocessed. Team channel alerts speed invoice preparation same day.
Overview
When jobs quietly move into invoicing, billing can fall behind and insurer submissions stall — your office manager needs immediate visibility. This flow posts contextual invoicing alerts to your team channel so billing staff can prepare and send invoices the same day.