Customer support ops: record paid consults into tracker
Customer support ops: record paid consults into tracker
Customer support ops miss paid consults in calendars, causing reconciliation gaps. Log every paid express consult to the pilot tracker so ops have an auditable record for reconciliation and follow-up.
Overview
Missed paid consults create reconciliation headaches and obscure pilot performance for ops and stakeholders. This workflow turns every paid express consult into an auditable spreadsheet row and notifies ops, eliminating missed entries and enabling clear reporting and follow-up.
Notable Features
- Log every paid consult entry
- Format booking and payment timestamps
- Notify ops with auditable details