Introducing Approvals: Quality Control Before Anything Goes Out

Introducing the Approvals Workflow

For teams, quality control matters. A wrong invoice amount or a misaddressed quote can damage a customer relationship that took months to build. The new Approvals feature puts a review step in place — nothing goes out until the right person says it should.

What Can Require Approval?

You decide. In Dashboard → Approvals → Approval Rules, turn on approval requirements for any combination of:

• Quotes — before they are sent to customers
• Invoices — before the payment link activates
• Expenses — before they are recorded in the books
• Schedule Changes — before a job date or scope is updated

Set dollar thresholds too: "Only require approval for expenses over $500." Below that, they go through automatically.

How It Works

A team member creates an invoice. Instead of sending immediately, it appears in your Approvals → Pending queue. You review the full invoice, tap Approve, and it activates. Or tap Reject with a reason — the team member gets notified and can fix and resubmit.

Approve in Bulk

Review multiple items at once using checkbox selection and Approve Selected. Useful at the start or end of the day for clearing the queue quickly.

Full Audit Trail

Every approval and rejection is logged permanently in Approvals → History: who submitted, who decided, when, and why (if rejected). This is your accountability record — useful for disputes, accounting reviews, and coaching conversations.

Team Plan

The Approvals workflow is available on the Team plan ($39/mo).