Send funding reminder for approved work orders to owner
Send funding reminder for approved work orders to owner
You have approved work orders stalled for owner funding, leaving estimates unpaid and jobs unscheduled. It notifies your operations coordinator to chase payment and schedule the job within four days.
Overview
Approved work orders that stall for owner funding block scheduling and slow invoicing—creating manual chase work for a small team. This flow sends a timed funding reminder to your operations coordinator four days after the change, so payments are chased and jobs can be booked without extra oversight.