Send signed proposal details to billing and ops
Send signed proposal details to billing and ops
Signed proposals aren't reaching billing or dispatch, creating invoice gaps and crew delays. Get full customer and contract details to billing and ops so invoicing and scheduling happen same day.
Overview
When proposals are signed, billing and dispatch need complete, reliable data immediately to convert agreements into scheduled work. This flow routes signed proposal payloads straight to your downstream systems so invoices can be created and crews scheduled same day.