Skip to main content
All CollectionsRecently Released
**NEW** Change Order Approvals
**NEW** Change Order Approvals
Updated over a week ago

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

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.

Client Approvals

After an approval request has been made, the client will receive an email.

The client can open up the change order in BuildBook 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.

Mark a Change Order as Approved

As a Pro, you can also approve a change order, if you've already received confirmation from your client.

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.

Did this answer your question?