Gateway · Workflow
Approvals
What the organization asks you, as the client, to approve, and how to approve or reject it.
When the organization needs your approval, the request appears here with what it is about, when it was requested and any response. A request still open is marked Waiting for you.
Decide
- Under the request, choose Approve or Reject.
- Approving, you can add a note to the organization. Rejecting, say why, so the organization can fix it.
- Send. The request shows your decision, Approved or Rejected.
Requests are about a change order or a record. A change order waiting for you can also be decided on the Change Orders tab.
You see what the organization shares with clients, never its internal notes, margins or other parties' rates.