Awaiting approval is basically an extra status that jobs go through, The job full process is:
Quote > Work Order > Completed > Awaiting Approval > Awaiting Payment > Paid
Total jobs pending approval
The summary page gives a quick overview of invoice totals at each job status.
Awaiting Approval Tab
Awaiting Approval can be used in multiple ways:
- If your field techs don't add materials they can be added here.
- If your field techs add material but need they to be checked it can be done here.
- For marking invoices as transferred to a non-integrated accounting package. (Approve invoices once the information has been transferred)
- When integrated to an accounting package approving sends the invoice to the accounting package to be tracked.
To approve, just tick a job and click Approve
Approved jobs will move to awaiting payment.