Getting started

Create your first work approval

A complete request only needs the customer, job location, work description, price, and a delivery method. You can add itemized pricing, photos, tax, and job references when the work needs more detail.

1. Open New Work Approval

   From the dashboard, select + New Work Approval.

2. Choose the document

   Select Estimate, Change Order, or Service Authorization. The customer-facing language changes to match your choice.

3. Enter the job details

   Add the customer name, required job address, optional original job or work-order number, and the work to be approved.

4. Add the price

   Use one quick total or itemized lines with quantity, unit, unit price, optional tax, and notes.

5. Choose delivery

   Select email or text. For SMS, read or show the consent disclosure, receive an affirmative yes, and check the separate confirmation.

6. Review before sending

   Confirm the customer, scope, total, delivery address, and document type. Then send the secure approval link.