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With our Client Access feature, you can grant a restricted access

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for

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your clients view and approve jobs.

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Overview

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	Get client feedback & approval quicker!
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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’
Image Modified	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

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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’
Image Modified	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
Image Modified	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
Image Modified	Clients can then: Approve with an optional comment Disapprove with a mandatory comment

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How it works for you

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

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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
3. Jobs can be edited in bulk or one by one to ‘Ready’ for approval from the client Tip ‘Draft’ jobs will be hidden from the client, ‘Ready’ jobs will be available for review
4. Jobs will then update with ‘Approved’ or ‘Disapproved’ by the client.
Image Added		Any comments will be visible on the job summary page

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5. If jobs are approved, great! They’re ready for payroll or invoicing. If jobs are disapproved, edit the job as required and revert the status back to a) ‘Draft’ to hide the job again or b) revert the status back to ‘Ready’ to prompt the Client to review again.

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