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Contractor approvals, with the next decision in view.

See client quote activity, pending change orders and purchase orders in one Approvals Hub. Search by client, project or document, filter by status, review the work behind a decision and approve or reject pending change orders and purchase orders.

Plan availability: Quote activity and purchase order approvals: all plans. Change orders: Professional & Business. Team access follows company permissions. Compare plans →

How to use approvals hub

  1. 01

    Open the action queue to review pending change orders and purchase orders.

  2. 02

    Check client quote activity, then search or filter the document list.

  3. 03

    Open the document, confirm the scope and record the next decision.

Worked example

What this looks like on a job

A project manager checks a pending fixture change and a supplier purchase order before work proceeds, then follows up on a quote the homeowner has viewed.

Illustrative workflow. Prices and scope are examples, not customer results.

Questions about approvals hub

What can I do with approvals hub?

See client quote activity, pending change orders and purchase orders in one Approvals Hub. Search by client, project or document, filter by status, review the work behind a decision and approve or reject pending change orders and purchase orders.

Which plans include approvals hub?

Quote activity and purchase order approvals: all plans. Change orders: Professional & Business. Team access follows company permissions.

Which decisions appear in the action queue?

The action queue shows pending change orders and purchase orders awaiting approval. Client quotes have a separate activity view with document status and follow-up actions.

Can I follow up on a quote from the Approvals Hub?

Yes. Review quote activity, open the quote, copy its client link or resend the quote email from the hub.

Connected contractor workflows

See external integrations and CSV migration →

See the workflow with your own job.

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