Every customer request moves between customer service, finance and admin here, one step at a time, until it's closed.
Version 1 Oct 2026 (e). Each desk counter shows what's waiting on that desk right now. Steps waiting over 2 days turn orange. Cash not received by finance within 24 hours is flagged red.
Create an account for a staff member. Give them the username and password, and ask them to change the password after they sign in.
Set each person's team, a second team if they work in two, who gets new items, overseers, the repossession handler, backups and who's away today.
Finance 1 adds a check, CS updates the status, and it returns to Finance 1 to close or ask for another follow-up. Dates in red are past.
Ready-made replies for your team. Copy a note, fill in the [brackets], and paste it into WhatsApp or your reply. Notes under "Everyone" are shared with all teams and only main can change them.