5 items
| Description | From Call | Assignee | Priority |
|---|---|---|---|
| Resolve the technical sync conflict where payments with non-standard types in RentalWorks fail to mark invoices as paid in QuickBooks. | Processing Payments, Deposits, and Sync Issues in QuickBooks/RentalWorks | None | high |
| Set up proper user permissions in both RentalWorks and QuickBooks for all relevant users to process invoices and create payments. | RentalWorks Payment Processing and CardConnect Integration Training | None | high |
| Implement the 'boxing in' strategic plan: remove Sean's operational distractions and establish intensive, taskmaster-style accountability for sales activities (calls, contacts, deliverables). | Strategic Intervention Plan for Sean's Performance and Business Survival | None | high |
| Set up CardConnect integration for Versatile to enable the unified RentalWorks payment workflow (currently only Avon is live). | RentalWorks Payment Processing and CardConnect Integration Training | None | medium |
| Develop and provide sales operations infrastructure (e.g., quote generation support) to complement the intervention plan for Sean. | Strategic Intervention Plan for Sean's Performance and Business Survival | None | medium |