Business owners flag deposit-required tickets from job tags

Business owners lose deposit signals when job tags change, causing missed deposit checks and billing delays. Ops and customer-facing staff confirm deposits before scheduling and billing.

Overview

Missed deposit indicators create scheduling friction and surprise billing for business owners. This workflow keeps CRM ticket deposit status aligned with job tags so ops and customer-facing staff always verify payment expectations before scheduling, eliminating avoidable billing delays and handoff confusion.

Notable Features

Flag CRM tickets on tag change
Notify operations and customer-facing staff
Require deposit confirmation before scheduling