---
title: Configure Approval Options
description: "Turn each approval gate on or off under Settings › Workflow: dispatcher, manager and customer approvals, and how they depend on each other."
---
[Skip to content](https://support.metafleet.ai/configure-approval-options#main-content)
English
Show submenu for translations
Open main navigation
Close main navigation
- English
Show submenu for translations
- [Contact us](mailto:support@metafleet.ai)
[Contact us](mailto:support@metafleet.ai)
How can we help you?
- There are no suggestions because the search field is empty.
1. [MetaFleet Answer Hub](https://support.metafleet.ai/?hsLang=en)
2. [Estimates & Approvals](https://support.metafleet.ai/estimates-approvals?hsLang=en)
3. [Approval Gates](https://support.metafleet.ai/estimates-approvals?hsLang=en#approval-gates)
# Configure Approval Options
## Switch each approval gate on or off for your shop in one place, then save. New jobs follow your settings immediately.
**For:** Owners and managers · **Permission:** Manage account settings · **Time:** about 2 minutes
New to the gates? Read [Understanding the Approval Gates](https://support.metafleet.ai/understanding-the-approval-gates?hsLang=en) first.
### Quick summary
1. Go to **Settings › Workflow** and stay on the **Approvals & Alerts** tab.
2. On the **Service Order Settings** card, click **Edit**.
3. Switch each gate on or off under **Service Order Options**.
4. 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
1. Click **Edit** on the card. Each option becomes a switch.
2. Under **Service Order Options**, switch on the approvals you want and switch off the ones you don't.
3. 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](https://support.metafleet.ai/auto-approval-threshold?hsLang=en).
### 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.
### Related articles
- [Understanding the Approval Gates](https://support.metafleet.ai/understanding-the-approval-gates?hsLang=en)
- [Auto-Approval Threshold](https://support.metafleet.ai/auto-approval-threshold?hsLang=en)
- [Manager Review & Reject an Estimate](https://support.metafleet.ai/manager-review-and-reject-an-estimate?hsLang=en)
- [Start Here](https://support.metafleet.ai/start-here?hsLang=en)
- [Companies & Contacts](https://support.metafleet.ai/companies-contacts?hsLang=en#main-content)
- [Create/Edit Companies](https://support.metafleet.ai/companies-contacts?hsLang=en#create-edit-companies)
- [Contacts](https://support.metafleet.ai/companies-contacts?hsLang=en#contacts)
- [Vehicles](https://support.metafleet.ai/companies-contacts?hsLang=en#vehicles)
- [Work Intake (Requests & Service Orders)](https://support.metafleet.ai/work-intake-requests-service-orders?hsLang=en#main-content)
- [Creating Service Orders](https://support.metafleet.ai/work-intake-requests-service-orders?hsLang=en#creating-service-orders)
- [Customer & Partner Requests](https://support.metafleet.ai/work-intake-requests-service-orders?hsLang=en#customer-partner-requests)
- [Reference](https://support.metafleet.ai/work-intake-requests-service-orders?hsLang=en#reference)
- [Customer Portal](https://support.metafleet.ai/work-intake-requests-service-orders?hsLang=en#customer-portal)
- [Estimates & Approvals](https://support.metafleet.ai/estimates-approvals?hsLang=en#main-content)
- [Approval Gates](https://support.metafleet.ai/estimates-approvals?hsLang=en#approval-gates)
- [Estimates](https://support.metafleet.ai/estimates-approvals?hsLang=en#estimates)
- [Invoices](https://support.metafleet.ai/estimates-approvals?hsLang=en#invoices)
- [Billing](https://support.metafleet.ai/estimates-approvals?hsLang=en#billing)
- [Parts, Inventory & Vendors](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#main-content)
- [Add Parts & Kits](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#add-parts-kits)
- [Stock & Counts](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#stock-counts)
- [Locations & Bins](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#locations-bins)
- [Purchase Orders](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#purchase-orders)
- [Parts Catalog](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#parts-catalog)
- [Vendors & Manufacturers](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#vendors-manufacturers)
- [Pricing](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#pricing)
- [Service Vehicles](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#service-vehicles)
- [Sourcing & Hand-Off](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#sourcing-hand-off)
- [Part Numbers](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#part-numbers)
- [Notifications](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#notifications)
- [Reports](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#reports)
- [Invoicing & Payments](https://support.metafleet.ai/invoicing-payments?hsLang=en)
- [Dispatch & Scheduling](https://support.metafleet.ai/dispatch-scheduling?hsLang=en#main-content)
- [Preventative Maintenance](https://support.metafleet.ai/dispatch-scheduling?hsLang=en#preventative-maintenance)
- [Technician Assignment](https://support.metafleet.ai/dispatch-scheduling?hsLang=en#technician-assignment)
- [Scheduling & Calendar](https://support.metafleet.ai/dispatch-scheduling?hsLang=en#scheduling-calendar)
- [Technician Schedule](https://support.metafleet.ai/dispatch-scheduling?hsLang=en#technician-schedule)
- [Technicians & Mobile App](https://support.metafleet.ai/technicians-mobile-app?hsLang=en#main-content)
- [Time Tracking](https://support.metafleet.ai/technicians-mobile-app?hsLang=en#time-tracking)
- [Tech Workflow](https://support.metafleet.ai/technicians-mobile-app?hsLang=en#tech-workflow)
- [Evidence & Photos](https://support.metafleet.ai/technicians-mobile-app?hsLang=en#evidence-photos)
- [AI Assistant](https://support.metafleet.ai/technicians-mobile-app?hsLang=en#ai-assistant)
- [Alerts, Alarms & Notifications](https://support.metafleet.ai/alerts-alarms-notifications?hsLang=en#main-content)
- [Email/SMS/App Settings](https://support.metafleet.ai/alerts-alarms-notifications?hsLang=en#email-sms-app-settings)
- [Reporting & Dashboards](https://support.metafleet.ai/reporting-dashboards?hsLang=en)
- [Admin & Settings](https://support.metafleet.ai/admin-settings?hsLang=en#main-content)
- [Rates & Fees](https://support.metafleet.ai/admin-settings?hsLang=en#rates-fees)
- [Branding](https://support.metafleet.ai/admin-settings?hsLang=en#branding)
- [Roles, Permissions & Users](https://support.metafleet.ai/admin-settings?hsLang=en#roles-permissions-users)
- [Service Areas](https://support.metafleet.ai/admin-settings?hsLang=en#service-areas)
- [Workflows](https://support.metafleet.ai/admin-settings?hsLang=en#workflows)
- [Taxes](https://support.metafleet.ai/admin-settings?hsLang=en#taxes)
- [Integrations](https://support.metafleet.ai/admin-settings?hsLang=en#integrations)
- [Integrations](https://support.metafleet.ai/integrations?hsLang=en#main-content)
- [Phone Setup](https://support.metafleet.ai/integrations?hsLang=en#phone-setup)
- [AI Assistant Access](https://support.metafleet.ai/integrations?hsLang=en#ai-assistant-access)
- [QuickBooks](https://support.metafleet.ai/integrations?hsLang=en#quickbooks)
- [Getting Around](https://support.metafleet.ai/getting-around?hsLang=en#main-content)
- [Search & Command Bar](https://support.metafleet.ai/getting-around?hsLang=en#search-command-bar)
[](http://www.metafleet.ai)
[mailto:support@metafleet.ai](mailto:support@metafleet.ai)
Copyright © 2025, MetaFleet, Inc