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Project managers get payment authorizations before service

Project managers get payment authorizations before service

Project managers face auto-canceled appointments when customers skip payment authorization. Send email and SMS seven days before service to prompt completion and secure confirmed appointments.

Project managers get payment authorizations before service

Overview

Missed payment authorizations lead to automatic cancellations and last-minute scheduling chaos. This workflow sends email and SMS reminders seven days before service so project managers get confirmed appointments and protect crew schedules. Operations teams see faster confirmations and fewer reschedules.

Notable Features

  • Send email and SMS reminders
  • Mark records when confirmed
  • Escalate unconfirmed bookings to manager

Project managers get payment authorizations before service