Invoice Pipeline
3-step billing flow: classify, edit, track.
1
Triage Board
Classify tasks, drag to re-categorize, quick-ship clean invoices
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2
Billing Workbench
Edit labor, parts, customer. Preview and send to QuickBooks
Click a task in Triage Board or Ledger to open→
3
Billing Ledger
Track billed documents, holds, pending estimates. Export and print
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