Permit Workflow

The overall workflow is:

  • A user creates a provider record/license record.

  • User creates permits for provider and specifies the quantity of units and location

  • User creates Bonds, Insurances records

  • Monthly Trip fees are generated, Impound fees are created (if applicable)

  • An invoice is created, the user adds Invoice Items to generate the line items for the invoice

  • User sends invoice to providers

  • Provider pays invoice

  • SMS team user updates invoice and tracks payment dates

NextShared Mobility Licenses & Permits

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