Send completed installation checklist to team and file
Send completed installation checklist to team and file
Your completed installation checklists often sit in inboxes, leaving billing and project teams without a signed record for invoicing. It files the signed checklist and emails stakeholders, enabling same‑day invoicing.
Overview
Signed installation checklists are the trigger for billing and post‑install handoffs; when they sit in inboxes, jobs stall and invoices are delayed. This flow files each signed checklist and emails finance and project leads immediately so invoicing and closeout can happen the same day.