Send in-process job update email and billing summary to client
Send in-process job update email and billing summary to client
Your job tracker rows marked In Process leave clients uninformed, delay approvals, and make billing unclear. Clients receive a concise status update and payment summary the same day.
Overview
Stop manual status emails and last-minute billing surprises that slow approvals. This flow automatically notifies clients when a job moves to in-process, including finish-date and balance context, so coordinators and billing staff get clarity the same day.