Business owners start onboarding when retainer posts
Business owners start onboarding when retainer posts
Business owners miss retainer receipts, causing onboarding delays and scheduling gaps. Alerts notify project coordinators when the retainer posts, ensuring onboarding begins without manual checks.
Overview
Missed retainer posts stall project kickoffs and waste valuable scheduling windows. This workflow routes retainer payments directly to project coordinators, creates onboarding work, and updates records so onboarding starts reliably without manual checks.
Notable Features
- Notify project coordinators immediately
- Filter payments by retainer amount
- Create onboarding tasks and records