A task list that says why, not just what
Today opens on what actually needs doing, generated from real events on your trips: a deadline approaching, a document left unsigned, a commission running late. Each one carries a plain reason, not just a title you have to go and investigate.
- Generated from real trip events, not typed by hand
- Every task carries a reason, in plain language
- Needs-attention items separated from the rest
A few of the reasons that generate a task
Tasks aren't written by hand and then forgotten to update. They come from what's actually changing on a trip, and they close themselves the same way. Cancel the booking, and its deadline task disappears with it.
- Cancellation deadline: Cliffside Villa
- Free cancellation ends in 3 days. Confirm the client is committed before then.
- Passport check: Maya Whitfield
- Passport expires inside six months of the trip end. Many countries refuse entry.
- Chase commission: Coastal Resort (CR-88213)
- Expected 14 days ago, now more than two weeks late.
- Unsigned: Client Services Agreement
- Sent three days ago and not yet signed. A nudge usually does it.
Departures, passports, payments and commissions, watched together
The same list watches for a departure inside thirty days, a passport expiring within six months of a trip's end, a client payment past its due date and a commission running more than two weeks late. Different parts of the business all surface in one place.
- Departure reminders as a trip approaches
- Passport expiry checked against the actual trip end date
- Overdue client payments and overdue commissions, both flagged
Yours, or the whole team's
An advisor sees their own tasks by default. Owners and admins can switch to see everyone's, so nothing depends on remembering to ask a colleague what's on their plate.
Start the day knowing what actually needs you
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