01What it is
An approval is a request for the customer's written consent. It concerns a job, a quote or a scope change and has a type: Quote, Scope change, Protocol or Other. Sending a handover protocol for confirmation also creates an approval.
You choose the recipient from the customer's contacts in your records. When the customer has consented to job messages, they receive an e-mail with the link. They open the request with their e-mail address and choose I accept or I reject, with a comment.
The status changes by itself: Pending, then Accepted or Rejected. After the expiry date the request becomes Expired. You can also invalidate a pending request by hand.
- RECIPIENT
- Only an address from the customer's contacts in your records.
- LINK
- Shown once, straight after the request is created.
- ONE REQUEST
- At most one pending approval per item at a time.
02What it is for
Consent in writing
The customer's decision recorded with its date on the job.
Extra work without disputes
The customer accepts a scope change with its amount before you start.
Old prices do not come back
After the expiry date the customer cannot accept an outdated price.
No phone calls
The customer decides from their phone in seconds.
03Main options
The approvals screen is a list with tiles and a two-step form for a new approval.
What is waiting for the customer
Tiles: all approvals, awaiting the customer, accepted, expired.
- Status filter and job filter
- Search by title, customer and job
- Invalidating a pending request
Two steps to a request
First what it concerns, then who receives it.
- Subject: a job, a quote or a scope change
- Recipient from the customer's contacts, type and title for the customer
- Description, amount and expiry date
04Tasks step by step
- STEP 1Open Modules › Client and decisions › Customer approvals and choose New approval.
- STEP 2In the Subject field choose the scope change and select Next.
- STEP 3Choose the recipient from the customer's contacts and enter the title, description, amount and expiry date.
- STEP 4Save. You see the link once, straight after creation. A customer who has consented to job messages also receives it by e-mail.
- STEP 1Set the job filter on the list.
- STEP 2You see all approvals for that job: the quote and each scope change.
- STEP 1On a pending approval choose Invalidate link.
- STEP 2The request becomes Expired and the link stops working. You create a new request from scratch.
05Actions
The most common tasks around customer approvals.
New approval
An approval link for the customer.
Invalidate link
A pending request becomes Expired.
Job filter
All approvals for one job.
06What it connects to
Choose a module to see what an approval concerns.
Handovers
A handover protocol sent for confirmation creates an approval.
Go to the topicHandoversCustomers
The recipient comes from the customer's contacts in your records.
Go to the topicCustomers