STEP 1: Open the job card you wish to ask owner's approval. At the bottom of the page, click 'Send for Owner Approval.'
STEP 2: You have the ability to edit the email that will send out to the owner to add some more information or personalisation.
You have the option to include a note for the owner which can be used to ask a question or provide a recommendation to the owner and will be sent via email to the owner.
You also have the option to send via SMS and set it as default. By clicking on the ‘Set as default’ button, the selected channel will be set as the default notification method for future owner approvals of this property.
STEP 3: After you've made any changes/selections click 'Ask Owner Approval.'
Your owner will receive an email which contains a button to accept or reject the request. When clicked, this button sends them to an external webpage where they can approve/reject the request.
STEP 4: Once completed the job will appear in the follow-up category with the status "Pending Owner Approval"
You can also send a job for owner approval when you have received quotes and variations from trade.