Give your clients restricted access to Tātou for them to view and approve jobs.
Overview
Invite clients to access jobs at their location(s) and block(s) | Clients login to view, approve or disapprove jobs | Get client feedback & approval quicker! |
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Clients will have view only access to jobs tracked on their locations and blocks |
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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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’ | |||
 | Here they can view all jobs tracked on their properties (locations, blocks) They can also:
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3. Clicking on the green arrow allows a job to be viewed in more detail | |||
 | 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.
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 | Clients can then:
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How it works for you
You will now see the client approval ‘thumbs up’ on All jobs | Any comments will be visible on the job summary page |
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