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Update job status to invoiced and assign owner

Update job status to invoiced and assign owner

Your invoices sit untagged on job records, leaving billing staff and project managers without a clear handoff for collections. This keeps job records current and expedites invoice processing same day.

Update job status to invoiced and assign owner

Overview

Invoices that aren't tagged on jobs slow billing and field coordination. This flow marks the job as invoiced and assigns an owner within minutes of invoice finalization, so billing staff and project managers can act the same day. Implementing it removes manual handoffs and speeds collections and scheduling.

Update job status to invoiced and assign owner