Update estimated credit expiration date on job records
Update estimated credit expiration date on job records
Your jobs lack credit expiry dates, so coordinators can't plan installs around funding windows. Estimated expiry dates are added to jobs so billing acts on accurate timelines.
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Overview
Invisible credit expiry dates create blind spots for schedulers and billing, causing delayed installs and collections. This flow calculates and writes an estimated credit expiration onto each new job so project and billing teams have funding timelines immediately, enabling same-day scheduling decisions.