Asking a customer to approve
A quote, a sample, a change, a handover. One tap, saved with the job.
Send a request
- Open the job and find “Ask the client to approve”.
- Write what you need a yes or no to.
- Send it. It appears on the customer’s page.
The answer
The customer approves or declines, with an optional note. The answer is saved with a timestamp, shows under Messages, and you get an email.
#Approvals#Customers
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