Record closed 2025 jobs to central tracking sheet

Your closed job records only in CRM delay invoicing and reconciliation. Capture closed jobs into a shared worksheet so office managers can reconcile and invoice before the next billing run.

Overview

When closed jobs live only in the CRM, billing runs and reconciliation get held up and your office manager wastes time hunting records. This flow captures each closed job into a central worksheet within minutes of closure, giving office managers and billing staff a single, auditable list to reconcile and invoice before the next billing run.