PIECE 01
Automatic handoffs
Work moves from intake to scheduling to invoice without waiting for someone to pass it along.
- Intake to scheduling
- Scheduling to invoice
- No waiting between steps
How we set it up
We map the trigger, required information, next owner, and exception path at each handoff. Work advances only when its required fields and approvals are present; incomplete records create a task for a person rather than disappearing between systems.
ILLUSTRATIVE WORKFLOW
Construction
Job approved
Dispatch receives
Completion verified
Billing notified
Job approved
EXAMPLE MESSAGE
The approved job details are ready for scheduling.
How this works for construction
An approved job can pass to scheduling with the agreed scope and site details attached. Verified completion can then notify billing, while missing sign-off keeps the job in a review queue.
Where your team steps in
Scope approval, safety checks, and completion sign-off remain with the project team.

