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SP- What are Ops doing?

Elise Brewster

Created on March 10, 2026

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Transcript

HUBSPOT VIEW

The verify & pay phase (within 1 week)

Unlike the Handover stage, Ops will now actively chase TDs if documents are missing from iTrvl to ensure deposit payments aren't delayed.

What do Ops need?

Traveller full names (must be collected by TDs before handing over).

Click each checkbox to learn more

This is for standard booking with over 90 days before departure.

Flight Information

Ensure deposit invoices as ready for suppliers. Match latest supplier costs to final invoices to protect margin.

Correct supplier information

Supplier invoices and itineraries (must be on itrvl Documents - renamed and classified for easy findings)

Cross-reference supplier itinerary against Jacada/itrvl itinerary. Must be identical.

Information on clients own arrangments

TDs must mark tasks as done.

Check and update hubspot details: travel/return dates, balance due dates, countries included, assigned DMCs