Work Orders
The Work Orders tab gives your customers a self-service view of repair jobs, quotes, and completed work. When you send a quote from a work order in the Admin Dashboard, customers can review and approve it here—without requiring a phone call or email exchange.
What customers see
Customers access work orders from the Work Orders tab. The page groups work orders into four sections:
All — Every work order visible to the customer (draft and cancelled work orders are excluded).
Needs action — Work orders with Quoted status, awaiting customer approval.
Active — Work orders in Approved, Scheduled, In Progress, or Review status (Review displays as In progress).
Done — Completed and invoiced work orders.
Each work order card shows the job number, scheduled date, title, status, assigned technician, property, and total amount. Quoted work orders display a Review this quote prompt.
Customer actions on quotes
When a customer opens a quoted work order, they can:
Approve — Accept the quote and its total amount. The work order normally transitions to Approved status, or to Scheduled when a scheduled date and technician are already assigned.
Approve & sign electronically — Accept the quote and provide an electronic signature with their full name. You receive signed documentation for your records.
Decline — Reject the quote. The work order transitions to Rejected status, and the customer can optionally provide a reason.
While a quoted work order is awaiting approval, customers may receive email or text follow-ups that link back to the quote. Approving, approving with an electronic signature, or declining the quote stops further follow-ups. See Approval reminders for proposals and quotes.
What customers can view
Work order detail pages show photos and signatures. Customers also see any customer message you added when creating or editing the work order.
Why this matters for managers
The portal reduces back-and-forth by letting customers approve quotes on their own time. Electronic signatures give you documentation without requiring in-person sign-offs. When a customer approves a quote, the work order status updates automatically in the Admin Dashboard, so you can proceed with scheduling and dispatch. Declining a quote rejects the work order and prevents scheduling and dispatch.
For the full work order lifecycle and manager-side actions, see Work Orders.