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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:

  • 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

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

Clients can then:

  • Approve with an optional comment

  • Disapprove with a mandatory comment

How it works for you

  1. There are four Client Access statuses, these are visible per job and on the All jobs screen

Draft

Ready

Approved

Disapproved

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2. Jobs will default to ‘Draft’ on sync or submit

23. Jobs can be edited in bulk or one by one to ‘Ready’ for approval from the client

Tipwarning

‘Ready’ ‘Draft’ jobs will be available to hidden from the client to approve, ‘Draft’ ‘Ready’ jobs will be hiddenavailable for review

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

Draft

Ready

Approved

Disapproved

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4. Jobs will then update with ‘Approved’ or ‘Disapproved’ by the client.

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Any comments will be visible on the job summary page

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If changes need to be made to the job you can revert the status back to ‘Draft’ or ‘Ready’ to prompt the Client to review again.

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