Update client records and notify ops from subcontractor change
Update client records and notify ops from subcontractor change
Subcontractor change forms arrive without account updates, leaving client records and billing notes inconsistent. Get updated account records and ledger entries for billing readiness same day.
Overview
When subcontractor change forms pile up, account records and billing notes fall out of sync and site handoffs stall. This flow updates master records, creates ledger entries, and alerts operations so coordinators and billing staff have reconciled records the same day.