Business owners: keep customer payment fields up to date

Business owners see paid jobs leave CRM fields blank, causing delayed follow-up and inaccurate reports. Automated updates add payment, job ID and paid date to contacts so ops act on current records.

Overview

Unreconciled payments leave customer records stale and force operations into manual reconciliation. This workflow guarantees payment amounts, job IDs, and paid dates land in contact records so operations can act on accurate information, eliminating missed follow-ups and noisy reporting.

Notable Features

Update contact payment fields
Format paid date consistently
Log payment and job ID