For coaching owners: capture partner jobs into offline sheet

Coaching owners miss partner-generated jobs from referral platforms, causing reconciliation gaps. It logs partner jobs into an offline conversions sheet so owners reconcile partner work.

Overview

Missing partner jobs creates reconciliation headaches and unpredictable schedules for coaching owners. This workflow captures every partner-originated job into a single offline conversions sheet, eliminating missed entries and making reconciliation and reporting straightforward.

Notable Features

Log partner jobs to sheet
Filter incoming jobs by source
Notify owner of new entries