01What it is
An approval is a request to the customer for a decision on a project, a quote or a scope change. It has a type, a value, a title for the customer, a description and a date after which it expires.
You choose the recipient from the customer’s contacts in the customer records, and the customer receives an e-mail with a link. On the page they enter the address the request was sent to and make one decision: accept or reject.
The decision changes the status of a linked quote in the Draft or Sent state and the status of a scope change. Only one request can be pending for a single item.
- A DECISION IN WRITING
- Approval or rejection with a date and the customer’s comment.
- THE QUOTE UPDATES ITSELF
- The customer’s decision sets the status of the quote or the scope change.
- RECIPIENT FROM THE RECORDS
- The link goes only to an address from the customer’s contacts.
02What it is for
Additional works signed off
Consent to a scope change is recorded before the crew carries it out.
A quick answer
The customer decides on their phone, without a meeting on site.
Deadline reminder
A notification one day before the request expires.
One request at a time
Only one request can be pending for a quote or a scope change.
03Main options
The module has the list of requests, a two-step window for a new request and the page where the customer decides.
Title, project, type, value and expiry
Tiles: all approvals, awaiting the customer, accepted and expired.
- Filters: status and project
- The customer link is shown only once, right after it is created
- Invalidate link on a request that is still pending
First the subject, then the recipient
Step one: a project, a quote or a scope change. Step two: the details of the request.
- Recipient from the contacts of the customer assigned to the project or quote
- Type: Quote, Scope change, Protocol or Other
- Value, the Expires date (7 days ahead by default), title for the customer and description
The customer decides via the link
The page opens once the customer enters the e-mail address the request was sent to.
- Title, description and amount of the request
- I accept or I reject, with a comment
- After the deadline the link shows that the request has expired
04Tasks step by step
- STEP 1Open Modules › Customers › Customer approvals and choose New approval.
- STEP 2In the Subject field choose the quote and choose Next.
- STEP 3Choose the recipient from the customer’s contacts, enter the title for the customer, the value and the date.
- STEP 4Save. The customer receives an e-mail with a link.
- STEP 1Choose New approval and, in the Subject field, the scope change.
- STEP 2Describe the additional works and enter their value.
- STEP 3Once the customer decides, the status of the scope change updates by itself.
- STEP 1Find the request with the Pending status on the list.
- STEP 2In the row menu choose Invalidate link. The request becomes Expired.
05Actions
The most common tasks involving approvals.
New approval
A request for a decision with a link for the customer.
Project filter
All requests for one project.
Invalidate link
A pending request becomes Expired.
Customer comment
The customer’s remarks recorded with the decision.
06What it connects to
Choose a module to see what approvals concern.
Quotes
Approving a quote changes its status to Accepted or Rejected.
Go to the topicQuotesCustomer list
The recipients of a request come from the customer’s contacts in the records.
Go to the topicCustomer listProjects
Requests concerning projects, scope changes and handover protocols.
Go to the topicProjectsActivity log
Creation, opening and the decision stay in the activity log.
Go to the topicActivity log