Record closed projects and clear project rows for billing
Record closed projects and clear project rows for billing
You get project-closed emails that require matching to jobs, and manual updates delay billing and dispatch. It logs the closure in your job system and clears the project row for same-day billing.
Overview
Manual closure updates slow invoicing and leave dispatch without final status; this workflow extracts closure emails, records the job closure in your operations system, and clears the tracking row. Billing and dispatch receive accurate closure context same day, reducing follow-ups and missed invoices.