Keep photography client deals updated with technician notes

Photography business owners miss tech notes from shoots, so follow-ups rely on outdated client context. This keeps deal histories current so account teams reference latest field feedback.

Overview

Technician notes frequently never reach deal records, leaving account reps to follow up with stale client context and risking billing questions. This workflow captures every field note on the deal and alerts the right rep, so account teams work from current client feedback and follow-ups are more accurate.

Notable Features

Attach technician notes to deals
Notify account reps of updates
Create searchable client history entries