For: Owners and managers · Permission: Manage account settings · Time: about 2 minutes
New to the gates? Read Understanding the Approval Gates first.
Quick summary
- Go to Settings › Workflow and stay on the Approvals & Alerts tab.
- On the Service Order Settings card, click Edit.
- Switch each gate on or off under Service Order Options.
- Click Save.
Before you start
- You'll need: access to account settings (owner or manager).
- Changes apply to new work. Jobs already in progress keep the rules they started under.
Open the Service Order Settings card
Click Settings (the gear at the top right), then Workflow under Operations. The page opens on the Approvals & Alerts tab. The Service Order Settings card shows an On/Off badge for each gate.
Set your gates
- Click Edit on the card. Each option becomes a switch.
- Under Service Order Options, switch on the approvals you want and switch off the ones you don't.
- Click Save. The card goes back to its On/Off summary.
Each gate stands on its own. Turning one on or off does not change the others. Customer approval can be on while the dispatcher gates are off.
What each option does
| Option | When it's on |
|---|---|
| Estimates require Dispatcher approval before sending to Customer | A dispatcher checks the estimate before it is sent to the customer. |
| Dispatcher approval is required before work can be completed | A dispatcher signs off the finished repairs before invoicing. |
| Estimates require Manager approval before creation | A manager reviews the estimate before it goes to the customer. |
| Invoices require Manager approval before creation | A manager approves the invoice before it's sent for payment. |
| Customer approval is required before work can begin | The customer approves the estimate before repairs start, unless it's under their auto-approval threshold. |
The same card also holds the ETA alert options and the Team Communication switch for internal messages. Those control dispatch alerts and chat, not job approvals.
Per-customer threshold. The amount below which an estimate skips customer approval is set per customer, not here. See Auto-Approval Threshold.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| My change didn't apply to a job | That job started before you saved | Settings apply to new work. Jobs in progress keep their original rules. |
| I can't find the approval settings | They sit in the Workflow settings | Go to Settings › Workflow › Approvals & Alerts and open the Service Order Settings card. |
| I don't see the Edit button | You don't have account-settings permission | Ask an owner or admin to make the change, or to give you access. |
FAQs
Do changes apply to jobs already in progress?
No. Only new work follows the new settings. Active jobs keep the rules in place when they started.
Can I turn everything off?
Yes. With every gate off, jobs flow from diagnosis to payment without approval pauses.