Remove invalid contractor card and update task record

You get tasks reporting invalid contractor cards, leaving billing unsure which account to fix. Clears the card and annotates the task so billing can reconcile same day.

Remove invalid contractor card and update task record

Overview

If tasks flag bad contractor cards, billing teams often waste time tracking accounts and chasing manual fixes. This workflow removes the card via your backend and writes a clear reconciliation note back to the task so billing can resolve issues the same day.

Remove invalid contractor card and update task record