Franchise billing readiness checklist for roofing contractors

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.

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Your review checklist

0 of 11 items reviewed

Readiness is meaningful only for the same scope and cycle that the proposed run will process. Keep that context for the next review.

Suggested owner: Billing lead

Recording the source and path prevents a generic status from losing the specific prerequisite it represents. Keep that context for the next review.

Suggested owner: Billing lead

An owner tied to the actual setup area makes readiness work actionable instead of leaving it with the reviewer alone.

Suggested owner: Billing lead

Following the link tests the blocker in its owning context rather than relying on a copied or stale note. This supports later review.

Suggested owner: Assigned setup owner

Different blocker types require different owners, and naming the category keeps recovery work from becoming ambiguous. Keep that context for the next review.

Suggested owner: Assigned setup owner

A warning may need acknowledgement while a blocker needs correction, so the two should not receive identical treatment. This supports later review.

Suggested owner: Billing reviewer

A new readiness result confirms whether the resolution affected the actual processing scope. This gives the next reviewer a clear handoff.

Suggested owner: Billing reviewer

Approval should reference a current readiness result rather than an earlier screen captured before setup changed. Keep that context for the next review.

Suggested owner: Billing lead

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

Suggested owner: Location owner

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

Suggested owner: Location owner

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

Suggested owner: Location owner

When the review is complete

Finish when every blocker has an owner and resolution path, the relevant prerequisites are corrected, and the final readiness view supports the intended run. Leave a warning’s acknowledgement visible and keep any unresolved blocker open instead of forcing approval. Keep this record with the related workspace for the next authorized reviewer.

Entries stay in this page and are not sent to Granite. Download a copy before leaving.

Continue in Granite

Granite's billing readiness view links each surfaced blocker to the setup path that owns its resolution.

Open dashboard ↗Read the full process guide