Customer approvals

2 min read

You can request approval from your customer on any step — useful for sign-off on quotes, designs, scope changes, or completed work before moving forward.

Enabling approval on a step

1. Open a step's message editor
2. Check Approval required for this step
3. Click Update to save

When you update the step the customer's tracker shows Approve and Decline buttons on that step.

What happens when a customer approves

The step updates to show an Approved badge in your job view. You're notified immediately and the approval is recorded in the job's activity feed.

What happens when a customer declines

The customer is prompted to enter a reason for declining. The reason is captured and shown in the activity feed so you know exactly what the issue is.