Function / Service
Service that knows the revenue record.
Tickets, onboarding, and renewals only help if they sit on the same company the account executive already has. These recipes keep that link explicit.
Recipe
Renewals from a subscription record
Service sees the date. Sales gets the deal. Finance still invoices elsewhere.
Operations
Field jobs
A ticket can schedule a visit. It should not become the asset register.
Limit
What not to ticket
Payroll, inventory balances, and clinical records stay in their own systems.
A service recipe always names the association.
Ticket to company. Ticket to deal, when money is attached. Ticket to a custom object when the thing being served is a location, a unit, or a subscription. If that link is missing, the pipeline photo is fiction.