Trigger alert if Client has balance due on account.
3D Casas
Automations "if" conditions show "amount" and "amount due", but they relate to that particular job, not the client balance. Hence they may owe money from prior unpaid jobs, but workiz allows them to submit a new order. We need to know before we do a new job that all prior jobs/invoices are paid.
LockWorks Inc
Or if the client is suspended.
Bill Malone
This is a high priority for us. When the phone is ringing, I don't have time to research every client to see what has or hasn't been paid.