Franchise billing simulation checklist for HVAC services

Use this checklist to inspect an invoice run before it creates invoices. It fixes the authorized scope and reporting context, reviews eligible, deferred, and blocked results, records projected findings, and sends corrections back through preview until the decision is clear.

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Your review checklist

0 of 11 items reviewed

A simulation only answers questions about the exact population and period that will be processed later. Keep that context for the next review.

Suggested owner: Billing operator

Source and version checks explain which inputs the simulation can evaluate and which gaps may defer work. This supports later review.

Suggested owner: Billing operator

A non-creating preview gives reviewers room to correct setup or data before processing changes durable records. Keep that context for the next review.

Suggested owner: Billing operator

Distinct result groups show what can proceed, what needs data, and what requires a setup decision. Keep that context for the next review.

Suggested owner: Billing reviewer

Population comparison catches missing or unexpected franchises before a reviewer approves the run. This gives the next reviewer a clear handoff.

Suggested owner: Billing reviewer

A projected total is not self-explanatory; exceptions need source context before the preview can guide approval. Keep that context for the next review.

Suggested owner: Billing reviewer

Re-running after a material change demonstrates whether the proposed resolution improved the actual run results. Keep that context for the next review.

Suggested owner: Billing operator

A retained preview record keeps approval tied to the reviewed inputs and makes deferred work visible. Keep that context for the next review.

Suggested owner: Billing lead

Keep this industry record with the billing run simulation review so another person can trace the same evidence.

Suggested owner: Location owner

Keep this industry record with the billing run simulation review so another person can trace the same evidence.

Suggested owner: Location owner

Keep this industry record with the billing run simulation review so another person can trace the same evidence.

Suggested owner: Location owner

When the review is complete

Finish when the preview scope, input versions, eligible and deferred results, projected output, and reviewer decision are recorded. Send unresolved rows back to their owners and rerun after material changes rather than approving a preview whose context has moved. Keep this record with the related workspace for the next authorized reviewer.

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Continue in Granite

Granite's billing simulation previews eligible, deferred, blocked, and projected results before processing.

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