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Give your clients restricted access to Tātou for them to view and approve jobs.

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Overview

Invite clients to access jobs at their location(s) and block(s)

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Clients login to view, approve or disapprove jobs

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Get client feedback & approval quicker!

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Tip

Clients will have view only access to jobs tracked on their locations and blocks

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Set up instructions

1. Login to Tātou Office app and visit Admin > Clients or click here

2. Select the Client and ‘Edit’

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  • Enter details for the contact person

  • Enable access by clicking the switch below the phone number

  • Select save

Info

Contact name and email is mandatory

3. Now, click 'send activation instructions in the white bar

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How it works for your client

1. Your client will receive an email to set their password and login to the Tātou Office app

2. Once logged in they can see a simplified job listing called ‘Approve jobs’

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Here they can view all jobs tracked on their properties (locations, blocks)

They can also:

  • Filter by date

  • Filter by task(s)

  • Filter by approval status

  • View a job

3. Clicking on the green arrow allows a job to be viewed in more detail

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A job summary is displayed at the top including total hours and total units as well as percentage complete.

Timesheets are displayed including crew names, units and hours, breaks etc.

Info

All rate values are hidden

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Clients can then:

  • Approve with an optional comment

  • Disapprove with a mandatory comment

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How it works for you

You will now see the client approval ‘thumbs up’ on All jobs

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Any comments will be visible on the job summary page

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