Franchise billing processing checklist for roofing contractors

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.

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Your review checklist

0 of 11 items reviewed

A visible preview ties processing to the exact run the team already inspected and discussed. Keep that context for the next review.

Suggested owner: Billing operator

Scope or timing changes can make an earlier preview an unreliable basis for processing. This gives the next reviewer a clear handoff.

Suggested owner: Billing reviewer

The operator should understand what will proceed and what will remain unresolved after the run. Keep that context for the next review.

Suggested owner: Billing reviewer

A deliberate one-time approval reduces duplicate processing attempts and keeps the run history interpretable. This gives the next reviewer a clear handoff.

Suggested owner: Billing lead

The operation context is needed to follow resulting invoices and recover from an incomplete outcome. Keep that context for the next review.

Suggested owner: Billing operator

Processing is not complete until downstream records show what happened to eligible work and communications. Keep that context for the next review.

Suggested owner: Billing monitor

Different outcomes require different next actions and should not collapse into one successful or failed label. Keep that context for the next review.

Suggested owner: Billing monitor

A recovery owner needs the run, affected records, and latest state to investigate without repeating the entire approval review. This supports later review.

Suggested owner: Billing lead

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

Suggested owner: Location owner

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

Suggested owner: Location owner

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

Suggested owner: Location owner

When the review is complete

Finish when the approved run, preview context, downstream invoice states, notification outcomes, and deferred work are visible. Assign every incomplete result with evidence, and keep the original operation context attached to recovery rather than restarting without explanation. Keep this record with the related workspace for the next authorized reviewer.

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Granite's billing processing workspace connects a reviewed preview to one approval and its resulting states.

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