TABLE OF CONTENTS
- Inspector approving the estimate
- Sharing estimate to field team
- Approve / Reject an estimate from email
Inspector approving the estimate
Inspectors themselves can approve or reject an estimate. "Approve" or "Reject" option is available below the estimate table.
Sharing estimate to field team
If the inspector wishes to send the inspection to a customer or the field team for approval, they need to click "Request Customer Approval" option and then enter the recipient's email address in the pop-up window. Alternatively, user can click on the "Share" button, which will copy the inspection URL which can be shared with the intended audience.
Approve / Reject an estimate from email
Customers or field teams can open and either approve or reject the inspection through the received email or by using the provided URL.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article