Protect Cash Flow Before You Deploy a Single Worker

Real-time credit limit tracking and a built-in credit application workflow catch a risky client before payroll goes out, not after an invoice goes unpaid.

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62%

of credit limit used

Approved for deployment

100%

Mobile Ready

Zero

Manual Exposure Tracking

Instant

Risk Visibility

Capability 1

Real-Time Credit Limit Tracking

Every client has a live credit limit and a live usage meter, not a number checked quarterly in a spreadsheet. As invoices accrue, usage updates automatically, so exposure is always current, not a guess based on last month's numbers.

Live usage meter per client, updated automatically
Configurable credit limits by client or client group
Usage rolls up from actual invoiced activity
No manual reconciliation against billing

Connects to: Billing and Invoicing, so credit usage reflects real invoiced exposure, not estimated activity.

Capability 2

Credit Application & Approval Workflow

New clients go through a structured credit application before their first placement, not after. An approval workflow routes the application to the right approver and records the outcome, so a client never gets workers deployed on an unreviewed limit.

Structured credit application intake
Configurable approval routing
Approval status recorded against the client record
History retained for every application decision

Connects to: the Client CRM (approval status gates new placements) and Personnel assignment.

Capability 3

Exposure Alerts Before Deployment

When a client approaches or exceeds its credit limit, FreshStaff surfaces that risk before a new placement goes out, not after the fact. A branch manager sees exactly which clients are at risk without having to run a report first.

Automatic alerts as clients approach their limit
At-risk clients surfaced on the branch dashboard
Deployment risk visible before confirming a placement
Configurable thresholds by client tier

Connects to: the Automation engine, which can hold or flag a new placement automatically once a client crosses its threshold.

Built for Every Staffing Vertical

Light Industrial

High-volume warehouse clients monitored for exposure as invoice cycles compound quickly.

Logistics & Warehousing

Multi-site distribution clients tracked against a single consolidated credit limit.

Construction

Project-based clients evaluated for credit risk before crews are committed to a job.

Healthcare

Facility clients routed through credit approval before staffing a new contract.

Commercial Services

Recurring-contract clients monitored for usage trending toward their limit.

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