For construction owners: mark risky clients with Shark tag

Construction owners see job notes flag hostile or nonpaying clients, risking crew safety and project delays. It tags client records as Shark from flagged notes so owners and crew spot high‑risk clients.

Overview

Missed warning signs in job notes can create safety risks, late payments, and unexpected project disruptions for construction owners. This workflow ensures every flagged note writes a Shark tag and alerts the owner, so high‑risk clients are visible in records and handled proactively. The result is cleaner client data, fewer surprise escalations, and clearer handoffs for crews.

Notable Features

Add Shark tag to records
Notify owner and crew instantly
Prevent duplicate client tags