Send invoice-ready alerts to billing coordinators via DM

Your completed appointments on scheduled jobs can sit unbilled and delay billing and cash collection. The workflow notifies billing coordinators immediately so invoices are started same day.

Overview

Completed appointments that never reach billing slow revenue and complicate month-end. This flow routes invoice-ready job alerts directly to your billing coordinators so invoices can be started the same day, keeping collections current and reconciliation simpler. IT can deploy the zap quickly and tune notification routing to match billing ownership.