Home / Guides / HVAC services / Billing processing run / Checklist Process guide Readiness checklist Troubleshooting Franchise billing processing checklist for HVAC services Use this checklist when moving a reviewed billing preview into processing. It confirms the run scope and preview freshness, separates eligible and deferred work, records the single approval decision, and follows invoice and notification states until completion or recovery is assigned.
Start the checklist ↓ Prepare before reviewing Open the prepared run and its latest reviewed simulation before choosing an approval action. Confirm the intended scope, reporting context, eligible rows, deferred rows, and readiness state. Identify the owner who will monitor resulting invoices and notifications after submission. Industry context HVAC service networks manage maintenance plans, dispatch activity, replacement work, and seasonal demand across local branches. A corporate team benefits from a single operational view that distinguishes recurring plan units from project work. Keep branch assignments, period quantities, customer-facing documents, and billing readiness close together so high-volume seasons do not turn into manual reconciliation.
Continue in Granite Granite's billing processing workspace connects a reviewed preview to one approval and its resulting states.
Process guide Readiness checklist Troubleshooting