How to manage Crew Approval
1) Enable Crew Approval
From the Work Orders section of your Roofr dashboard, click the Crews tab
Select a crew
Click Edit
Toggle on/off crew approval for this crew (can be overridden per work order)
Click Save
2) Send and Approve
đĄ Toggle on/off crew approval on this order
Send work order with crew approval request
Crew lead can either Approve or Reject the request
Accept work order: lead must add full name
Reject with reason: lead must add reason and full name
3) Status Tracking
Work order status is automatically updated
All actions are recorded in the work order history and job activity
If rejected, the crew on on the work order can be changed and resent
What's Next?