Tag customers with unpaid balances from new jobs
Tag customers with unpaid balances from new jobs
Your jobs can arrive without customer balance visibility, causing crews to visit accounts that still owe and delaying collections. Tagging them gives billing and dispatch immediate priority to collect before the next billing run.
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Overview
Stop crews from showing up blind to unpaid accounts and reduce collection delays by tagging customers automatically as jobs are created. Billing and dispatch get instant visibility so teams can act within minutes and before the next billing run.