Getting approval on a change order has never been easier. Our approval workflow allows you to create a draft, and then send it off to the client for approval. Change orders can have different statuses:
Draft
Pending
Approved
Declined
Request Approval from the Client
To Request Approval from the Client, go to your Change Order and click on the ellipsis menu in the top right corner and choose Request Approval from Client:
Requesting approval sends an email invitation to view the change order. If you need to edit the amount or details, simply cancel the request from the menu.
Mark a Change Order as Approved
As a Pro, you can also approve a change order! This makes it easy if you're with the Client or you've received verbal approval from your Client. Using the same ellipsis menu, click on Mark Change Order as Approved.
Client Approvals
After an approval request has been made, the client will receive an email.
The client can open up the change order in their email to approve it from there by clicking on View Change Order and using the Approve and Decline buttons in the bottom right hand corner:
They can also log into BuildBook, click on their notifications and see the option to decline or approve. The user who approved, including the Pro, will be noted in the approval label.
Additionally, if your Client has any trouble approving your Change Order, they can @mention you in the Comments section of that Change Order to let you know it's Approved.
Resubmitting a Declined Change Order
If a change order gets declined and you need to edit and resubmit, you can use the menu option to Remove the Declined Status, edit, and then resubmit.
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