01What it is
An approval is a request for the customer's decision on a job, an open quote or a scope extension. It has a type, value, title for the customer, description and an expiry date.
The customer gets an e-mail with a link. On the page they enter the e-mail address the request was sent to and make one decision: accept or reject. A second decision cannot be recorded.
When the amount is within the approval limit on the customer card, the request is recorded as accepted at once, with nothing sent.
- DECISION IN WRITING
- Acceptance or rejection with the date and the customer's comment.
- THE QUOTE UPDATES ITSELF
- The decision changes the status of the linked quote or scope change.
- LIMIT FOR FLEETS
- Requests up to an agreed amount accepted at once.
02What it is for
Calm at pickup
Consent to extra work is on record before you do it.
A fast answer
The customer decides on their phone, without coming to the workshop.
One request at a time
Only one request can wait for a given quote or scope change.
Fleets without waiting
The approval limit skips requests up to an agreed amount.
03Main options
The module has a list of requests, the new request form and the page where the customer decides.
What waits for the customer and what is decided
Tiles: all approvals, awaiting the customer, accepted, expired.
- Columns: title for the customer, job, type, value, expires, status with decision date, customer link
- Status and job filters
- Invalidate link: a pending request becomes Expired
What it is about and who receives it
Subject, type, value, expiry and a recipient from the customer's contacts.
- Subject: a job, an open quote or a scope extension
- Type: quote, scope extension, protocol, other
- Expires after 7 days by default
- The recipient is picked from the customer's contacts in the records
I accept or I reject
The customer confirms their e-mail address and sees the title, description and amount.
- I accept and I reject buttons, a Comment field
- One decision per request
- After the expiry date the request becomes Expired by itself
04Tasks step by step
- STEP 1Open Modules › Customers › Customer approvals and add a request.
- STEP 2As the subject choose the scope extension of the job.
- STEP 3Enter the title for the customer, description and value, pick the recipient from the customer's contacts and save. The customer gets an e-mail with a link.
- STEP 1Right after creating the request, copy the link from the list. It is shown only that once.
- STEP 2Later the list only says that the link was sent by e-mail.
- STEP 1On a pending request choose Invalidate link.
- STEP 2The request becomes Expired and the customer can no longer record a decision.
05Actions
The most common tasks around approvals.
New request
Customer consent to a quote or extra work.
Customer link
Shown once, right after the request is created.
Invalidate link
A pending request becomes Expired.
Customer decision
Acceptance or rejection with date and comment.
06What it connects to
Choose a module to see what approvals concern.
Quotes
The customer's decision changes the status of a draft or sent quote.
Go to the topicQuotesCustomer list
The recipient comes from the customer's contacts and the approval limit from their card.
Go to the topicCustomer list