How clients approve work
Follow the client from the termite report to a signed work choice.
The client opens the report link and its Work authorization. They can use a desktop browser or Safari on iPhone.
Choose work
The client selects the work they want. The details button opens the full finding, recommendation, price, and photos without selecting it.
Primary and secondary recommendations are alternatives. Linked work belongs to one priced package. Required charges appear when their linked work is selected.
| Total | Meaning |
|---|---|
| Full report estimate | The estimate prepared with the report. |
| Selected work | The cost of the client's current choices. |
| Amount not specified | Selected work has no known quoted amount. |
| $0 | The known selected costs total zero. |
Unpriced work and charges add no known amount. Review their labels as well as the total.
Complete the signature
The client:
- Uses Next field to complete their name, email, phone, and Signing as.
- Chooses Property owner, Buyer, Agent, or Other. Other requires their role.
- Adds a signature and confirms the signing date.
- Signs and dates the chemical acknowledgment if the report includes one.
- Selects Continue, reviews the work, contact details, and electronic-signature consent, then selects Submit authorization.
Approval does not take a payment or schedule work. Your company follows up. The client receives the signed copy by email.
Decline all work
The client selects I don't want any work. On iPhone, this is in the authorization actions menu. They complete their contact details, signature, and date, then select Confirm no work in the review. No chemical acknowledgment is needed.
This records a declined decision; it does not cancel the inspection report or make a payment.
After a decision
The saved response keeps the exact work, price wording, signer details, and report version. A later report revision does not rewrite it.
If the link is closed, cancelled, or superseded before a decision, the client must contact your team. Prepare a new report with a new authorization when a new approval is needed.