Update service contract dates from completed handoff task
Update service contract dates from completed handoff task
Your handoff tasks often lack term or billing start dates, delaying invoicing and project closeout. Populate CRM contract dates so billing and coordinators can invoice same day.
Overview
Handoff tasks that finish without dates stall billing and delay project closeout. This flow finds the related contract, formats term and billing dates, updates the CRM, and posts a task comment so billing and coordinators can invoice and close projects same day.