Home / Guides / HVAC services / Billing readiness review / Checklist Process guide Readiness checklist Troubleshooting Franchise billing readiness checklist for HVAC services Use this checklist before approving a franchise billing run. It turns readiness findings into owned setup work, follows each blocker to its source page, distinguishes unresolved prerequisites from visible warnings, and confirms the readiness state again before processing begins.
Start the checklist ↓ Prepare before reviewing Open billing readiness for the intended organization or franchise scope before changing setup. Have rule, reporting, destination, document, and assignment owners available for blocker handoffs. Decide what evidence is required before a run can be considered ready. 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 readiness view links each surfaced blocker to the setup path that owns its resolution.
Process guide Readiness checklist Troubleshooting