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!
Clients will have view only access to jobs tracked on their locations and blocks
\uD83D\uDCD8 Set up instructions
Login to Tātou Office app and visit Admin > Clients or click here
Select the Client and ‘Edit’
Enter details for the contact person
Enable access by clicking the switch below the phone number
Select save
Contact name and email is mandatory
3. Now, click 'send activation instructions in the white bar
?? How it works for your client
Your client will receive an email to set their password and login to the Tātou Office app
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.
All rate values are hidden
Clients can then:
Approve with an optional comment
Disapprove with a mandatory comment
🥳 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
Add Comment