Approve or Revise a Job Service Report

Who can use this?

Platform: Web        Plan: Plus        Staff Permission: Reports and Financials

 

Learn more on how to approve and revise your Job Service Reports in Tradify.

Once you're happy with your Job Service Report, click the Approve button. This will finalise the Report. You can then email it to the customer to review and approve (or decline).

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Important: At this point, you will need to email the Report to your Customer in order for them to “Accept” or “Decline”. However, you can also do this yourself, for example, if you're with the Customer and you know they're happy with it, you can then click Accept in the bottom right-hand corner.

 

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