There should be a tab for a billing check list. A way for the billing dept to make sure all forms are received for that certain customer.
EX: If a customer requires a signed work order and a refrigerant form there will be a check box for signed work order and a check box for a refrigerant form. When billing is going through the process of billing they can make sure they have everything thing they need in order to send the invoice out to customer.
by: Britney R. | over a year ago | 3 Service Management
Comments
Great suggestion! I had previously suggested that when "Create Invoice" is selected, a pop-up of requirements shows so that the billing person can make sure they didn't miss anything.