Stop construction bookings from advancing without invoice links

Construction directors miss invoice links on booking forms, causing payment gaps. It alerts sales reps so they can secure missing payment info before project start.

Overview

Missed invoice links let projects begin without payment details, creating billing gaps and revenue risk for construction directors. This workflow surfaces incomplete bookings to the responsible sales rep, creates CRM notes, and assigns follow-up tasks so you eliminate missed payment handoffs and keep projects on schedule.

Notable Features

Flag bookings missing invoice links
Create deal notes in CRM
Assign follow-up tasks to reps