Progress and approval tool
Your customer sees the work, and approves more of it.
Partway through a job, you find things that need doing.
See if this fitsPartway through a job, you find things that need doing. Right now that means calling the customer, explaining what you found, and waiting for a decision, often playing phone tag for days while the job sits. Work you could do, and get paid for, stalls because you can't reach them.
How it works
As the work happens, you send findings, photos, and recommendations.
The customer sees each item and approves or defers it on their own time.
Everything is documented and approvals happen with a tap, no phone tag.
Who it's for
The difference
Before and after
Without the tool
Partway through a job you find work that needs doing, so you call the customer to explain and wait for a decision. That often means phone tag for days while the job sits. Meanwhile the customer cannot see what is happening and has to chase you for an update.
With the tool
The customer sees the work as it happens. You send findings, photos, and recommendations, and they approve or defer each item on their own time. What you found is documented, what you recommend is clear, and extra work gets a yes without the phone tag.
Is this you
Signs you need this
- You play phone tag to get approval for work you found mid-job.
- Customers call to ask what is happening because they cannot see the job.
- Extra work stalls because you cannot reach the customer for a yes.
- There is no clear record of what was approved and when.
What you get
What's included
- A customer-facing view of the job with findings, photos, and a timeline.
- Self-serve approvals for discovered work, with a record of who approved what and when.
- Connects to how you already track jobs, so updates are not double entry.
- You own it, and the approval record is yours to keep.
Honest fit
When this isn't the right fit
FAQ
Common questions
They get a view of their job with your findings, photos, and recommendations, and they approve or defer each item on their own time. No phone tag. What they approved is recorded with a timestamp, so there is a clear record of who agreed to what, and extra work stops stalling while you wait.
Not always, and we are honest about that. When an approval is large, high-trust, or genuinely a conversation, do not push it into a tap. In those cases the tool can give the customer full visibility into the work while the decision itself stays a human conversation. Self-serve fits the small, routine approvals.
Yes, that is the goal. It connects to the way you already track jobs so updates are not double entry, and your team sends findings from where they already work. What it connects to depends on your setup, and we scope that with you so the tool fits your process instead of replacing it.
Yes. Every approval is captured with what was recommended, what the customer decided, and when. You own that record, so there is a clear, documented trail for extra work rather than a memory of a phone call. That matters for trust, for disputes, and anywhere you need to show what was agreed.
If surprises are rare, maybe not, and we will tell you. The tool earns its place when discovered work is a regular part of the job and chasing approvals slows you down. If mid-job extras are uncommon, or every one needs a real conversation, a lighter approach or just the visibility side may be enough.
Not sure this is the right fit?
The diagnostic has a short conversation with you and tells you honestly whether a tool like this would help, or whether it would not.
Get started