Challenge:
Permits and contracts were being tracked manually in outdated Google Sheets, resulting in missed renewals, lost revenue, and billing delays.
Solution:
We implemented automated alerts for upcoming permit and contract expirations, added Stripe-powered billing flows triggered via SMS (TextMagic), and established data quality safeguards. A custom sidebar form made data entry clean and consistent, while smart formulas and checks ensured records stayed usable long-term.
Outcome:
The automation helped recover tens of thousands in overdue invoices and cut down on manual follow-ups. More importantly, the client now has a reliable system to stay ahead of renewals and billing, backed by clean and structured data.
Effortlessly Track, Optimize and Automation your Business Processes
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