Send deposit request email and share client folder link
Send deposit request email and share client folder link
Deposit invoices without a payment prompt leave project coordinators unable to confirm field work. Automate the request and share the folder so deposits arrive and teams are booked same day.
Overview
Deposit invoices that don’t trigger a clear client prompt keep crews idle and slow down project starts. This workflow sends a deposit request, shares the project folder, and CCs billing within minutes so coordinators can confirm field work same day.