Keep estimates, accepted quotes, invoices, payments, refunds and outstanding balances aligned to the customer and agency record.
Payment providers are adapters. A success redirect is never payment proof; signed provider state or authorised manual recording is required.
Keep estimates, accepted quotes, invoices, payments, refunds and outstanding balances aligned to the customer and agency record.
Each step stays visible, accountable and linked to the originating work record.
Configure the rules, scope, ownership and evidence expected for this workflow.
Keep the action tied to a customer, job, resource request or settlement.
Make failed, pending, disputed and unavailable states visible.
Use reconciled history to guide the next operational decision.
See how the operating model can be configured around your people, branches, policies and service promise.
